September 23, 2026 release notes

Client Communications

Requesting documents from multiple contacts:
When you create a client request, you can now send it to more than one client contact at once, so everyone who needs to provide documents is included. (Comments and responses remain associated with the primary request contact.)

Engagement Manager

Divisional and rounded trial balances:
Resolved an error that could appear when updating the Trial Balance on a divisional engagement, and when opening the Trial Balance after adding a journal entry with rounding applied.

New entry rows:
Fixed a case where a newly added journal entry row could pre-fill an amount carried over from the previous row.
Larger account list in journal entries:
Finding accounts in the journal entry field is now smoother for large charts of accounts, so you spend less time searching and scrolling.

PDF edits and sign-off warnings:
Restored the warning indicator on a workpaper when a PDF is changed after sign-off using the Engagement Manager PDF editor.
Previewing fillable PDFs:
Resolved an issue where previewing a fillable PDF could leave its form fields showing on top of the next PDF you preview.
Replacing placeholder workpapers:
Documents uploaded to replace a placeholder workpaper now keep the correct Year and Period End, so they appear for others working in the same client, year, and period.
Locked workpapers:
A locked workpaper can no longer be moved to another folder when its lock does not allow it.

Adding notes:
When you add a note from the Office add-in and the subject is missing, the note's header fields now expand automatically so the reason it could not be saved is clear.
Word workpaper recalculation formatting:
Fixed an issue where recalculating a Word workpaper could unintentionally change displayed values and formatting. Dates now retain their original format, positive amounts no longer switch to negative values, and blank amount fields remain blank after recalculation.
Custom Excel link values:
A link added to a user-defined column in a Custom Excel workpaper now keeps both the link and its resolved value after recalculating, instead of appearing as plain text.
Formula bar in Custom Excel:
Selecting a user-defined column cell that contains a formula in a Custom Excel workpaper now shows the formula in the formula bar as expected.
Account Grouping report:
Corrected the column layout of the 'Account Grouping – Divisions by Column' report so the division columns appear at the end of the table.
Consolidated formulas:
Fixed an issue where a consolidated formula could pick up the account grouping description text and fail to recalculate. These formulas now build correctly and recalculate as expected.
Divisional Account Grouping reports:
Fixed two issues affecting divisional trial balance engagements. Adding a user-defined column in the Web Add-in to an Account Grouping report grouped by division no longer causes worksheets to display the wrong division. In addition, the Account Grouping – Divisions by Column report filtered to a single division now displays the correct account numbers instead of placeholder values.

Personal Notification Rules:
Users who have the Modify Notification Rules permission can now create, modify, and delete their Personal Notification Rules without also needing the reporting permission turned on.
Reply permissions:
The Reply option on a note is now disabled for users who do not have permission to add notes, both in the notes list and when viewing a note.

Audit Intelligence Analyze

Clearer period balances view:
The AP, AR, and GL period balances tabs are easier to read: the Period ID column has been removed and the 'Closing' column is now labeled 'Closing balance', giving you a clearer in-product view of the raw source data behind an analysis.
Export progress indicator:
When you send data to Engagement Manager workpapers or export raw data files, AI Analyze now shows the progress of the export in the interface, so you can see when it is still running and when it is complete.

Saving an analysis to workpapers:
Fixed an issue where saving an analysis to a placeholder workpaper did not replace the placeholder with the AI Analyze Excel workpaper.
Journal entry line sources:
On the Journal Entry analysis setup, the 'Journal Entry' line source is now selected by default instead of 'Blanks', and the 'Specific users' list now refreshes to match the line sources you choose when you go back and change them.
Analysis with multiple ledger requests:
Fixed an error that could block analysis when two ledger requests were uploaded out of order, so you can continue to the date range step and run your analysis.
Selecting accounts:
When you apply a search filter on the Select accounts step and exclude the results, only the matching accounts are now excluded instead of all accounts.
Risk of material misstatement:
Your 'Indicate risk of material misstatement' selection now saves correctly when the engagement is linked to Guided Assurance.
Posting user and line source selection:
Added checkboxes to the Posting User and Line Source options so you can select and deselect them more easily.

Ledger upload failure emails:
Fixed the notifications sent when a client's ledger data upload fails: a failure email is now sent to the auditor and client even when the upload is reported as 'Aborted', and the email's guidance text no longer refers to a Communications tab that is not part of AI Analyze.

Permissions and navigation:
Fixed a server error that could appear on the Analyze page after updating the 'delete all data' permission and returning to the engagement.