Engagement Manager 8 July, 2026 release notes
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Web Add-in
- Improved Recalculate so report data is no longer overwritten when multiple reports of the same type are present, and resolved a failure when recalculating divisional or fund engagements using the multi-sheet option in custom Excel workpapers.
- Ensured filter conditions clear correctly when a blank account filter type is selected.
Coming soon
- We will be removing support for the legacy COM Add-in version of the Microsoft Office Add-in for Engagement Manager soon (Date to be determined.)The new Web Add-in offers significant advantages: no registry entries or local files required, no separate 32-bit and 64-bit installers, and automatic updates that eliminate the need to reinstall on each computer. New Divisional and Consolidation features, along with the enhanced notes interface and journal entry shortcuts, will only be available in the Web Add-in. Please uninstall the legacy COM Add-in from Windows Control Panel before installing the new Web Add-in.
- Reminder.As shared previously, please make sure to install the latest GoFileRoom Add-in (v26.1.1) to enable new features and avoid potential issues when working across engagements.