Engagement Manager 3 June, 2026 release notes

Risk Score Processing

– Faster and more reliable calculations, especially for large datasets with 100,000+ transactions.

Pie Chart Display

– Charts now show data by transaction amounts rather than item counts, providing more meaningful financial insights for audit sampling decisions.

Implemented approval/rejection notification messages for document requests.

Fixed tax vendor change dialog box display issues, restoring proper workflow notifications.

Enhanced

Guided Assurance Forms

preview functionality, solving page formatting issues with line breaks, ensuring professional document presentation.

Journal Entries

Improved filtering and selection behavior, ensuring filters are applied properly and newly added accounts are selected as expected.
Enhanced autosave to protect your work during sign-out or session timeouts.
Streamlined navigation within complex journal entry structures for easier movement between related records.
Fixed issues affecting workpaper references and dropdown behavior, ensuring selections work consistently.
Resolved cases where account selections were not retained after canceling.

Trial Balance

Improved stability of custom views and exports, ensuring your layouts display correctly and consolidated engagement exports work as expected.
Enhanced dropdown accuracy and column resizing behavior to improve readability and usability.
Improved notification messages to provide clearer, more consistent information when issues occur.

Web Add-in

Enhanced engagement selection dropdowns and screen space in the Excel Add-in.
Added support for cross-engagement formulas in consolidated engagements to enable more flexible reporting.
Fixed issues affecting engagement selection dropdowns in Custom Excel workpapers.
The note list panel in the web office addins will make each note expandable to view the detailed text.

Divisional Enhancements

Adding the ability to hide the division section of the account numbers when generating reports, or inserting the account number formulas into Office Documents. This will only be available in the new web addin.
Ability to import data into the Setup / Divisions screen in divisional structure engagements.

General Enhancements

Prevented document conflicts and potential data loss by improving how documents are handled when checked out.
Made it easier to clean up engagements in bulk from the recycle bin.
Improved keyboard navigation between engagement tabs for a smoother and more accessible workflow.
Fixed issues that could block engagement finalization, ensuring audit processes can be completed successfully—even when documents are marked for deletion.

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.