Engagement Manager 31 August, 2026 release notes
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New and Improved
- Parent-to-child account groupings on spreadsheet import– When you import a trial balance to child engagements, account groupings mapped at the parent now flow down to each child with a balance, and their code and subcode assignments are preserved through consolidation.
Trial Balance
- Resolved an issue where trial balance data past a certain column exported blank on large consolidated engagements, so full data now exports correctly.
- Corrected the Adjusted column so it reflects journal entry activity accurately after you open and close an entry.
- Fixed a case where some account types were dropped during trial balance import; imported account types now retain their values.
- Resolved a server error that could appear the first time you updated the trial balance on a divisional engagement.
- On consolidated engagements, journal entry details now display correctly when the JE Details toggle is turned on.
- Addressed a delay where Adjusted Current Year and Adjusting JE columns did not refresh immediately after adding unadjusted values or journal entries. (Flagged: item still Active.)
Journal Entries
- Restored journal entry account numbers that could be cleared or changed to zero while typing the first few digits of an account number.
- Fixed an issue where journal entry accounts could disappear following an application update; entries now retain all recorded amounts.
- Corrected column search on the Select Account screen so searching by column name returns the expected results.
- Newly added accounts on paginated Select Account screens now appear correctly in the Distribution list.
- Updated fields (reference, type, roll forward, description, workpaper) on a journal entry now persist when editing a distribution account.
- The engagement dropdown on the Add Journal Entry screen no longer lists subsidiary engagements more than once.
Workpapers
- Workpaper user assignments are now retained when replacing a placeholder with a PDF file.
- Corrected financial statement workpapers that pulled incorrect or missing data for later subsidiary columns on large consolidated engagements.
Reports
- Saving a report with a name matching an existing one now appends a number automatically instead of returning an error.
- Report data is no longer overwritten when you recalculate one of several reports of the same type.
- Custom columns and the selected format are now retained when saving a consolidated engagement report to a child engagement destination.
- Notes reports now keep your selected filters when a child engagement is chosen as the save destination.
- Corrected Notes report display issues, including a mislabeled column header, an empty Edited By column, media notes spanning extra rows, and stray empty rows.
- Fixed note reply dates that showed "Invalid date" and corrected date formatting for UK reports.