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  • Product: Cloud Audit Suite

Engagement Manager 20 July, 2026 release notes

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Engagement Manager

  • Recalculation
    : Fixed an issue where recalculating a report or workpaper that was copied from another engagement or originated from a template could pull the original engagement's data instead of the current one. Reports now show the correct data for their own engagement.
  • Tax codes on the Tax Code Report
    : Tax codes assigned in the trial balance now appear grouped on the
    Tax Code Report
     automatically after import, without needing to be manually reselected.
  • Special characters in the client name
    : Resolved an error that prevented Word and Excel workpapers from opening when the client, engagement, or user name contained a trailing space, log dash or special character. Workpapers now open correctly regardless of these characters.