Engagement Manager 7 May, 2025 release notes
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Client communications
We corrected an issue where reference wasn't getting updated when sending documents to placeholder from the
Communications
tab.Engagement Manager
- The workpaper reference attachment and close buttons on the Trial Balance grid are now functioning correctly. Selecting the corresponding button will either display the workpaper modal or remove the reference.
- Functionalities such as viewing annotations, navigation with pagination, and zoom controls on PDF files from the preview pane have now been restored.
- The issue with selecting a Workpaper from the WP tab being slightly misaligned with the cursor has been successfully resolved.
- Underlines for totals and subtotals have been restored to the trial balance reports.
Audit Intelligence Analyze
We've restored the Balance and Test balance values when entering tolerable misstatement and significant amounts.