Feature Requests

What are feature requests ? Pinned Featured None

• David Howard
• March 03, 2023 11:23
• Edited

0 votes 0 comments

Client Queries - Notifications Workaround Provided Answered

• Jacob Birch
• March 26, 2025 11:13

1 vote 4 comments

Client Queries - update summary Workaround Provided Answered

• Jacob Birch
• March 26, 2025 11:14

1 vote 2 comments

Client Queries - Attachments indicator Workaround Provided Answered

• Jacob Birch
• March 26, 2025 11:13

1 vote 2 comments

B40 Audit plan Implemented Completed

• Stephen McAlpine
• November 17, 2024 13:10

3 votes 2 comments

Automatic purging of audit files after 7 years Gathering Feedback Not planned

• Kyle Hogan
• July 09, 2024 04:28

3 votes 2 comments

Client Queries Filter Gathering Feedback Not planned

• Lauren
• April 28, 2023 04:24

2 votes 2 comments

Register of involvement Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:18

1 vote 1 comment

Sample Test Calculator Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:16

1 vote 1 comment

Client Queries - Formatting Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:15

1 vote 1 comment

Client Queries - Enable editing In Review Planned

• Jacob Birch
• March 26, 2025 11:14

1 vote 1 comment

Client Queries - time stamps/history In Review Planned

• Jacob Birch
• March 26, 2025 11:12

1 vote 1 comment

Client Queries - Select client contact Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:11

1 vote 1 comment

Client Queries - draft function Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:11

1 vote 1 comment

Preliminary Analytical Review (B23-1) Gathering Feedback Not planned

• Jacob Birch
• March 26, 2025 11:10

1 vote 1 comment

Review points - Export to excel & filter by section Gathering Feedback Not planned

• Emma Burley
• March 18, 2025 16:28

0 votes 1 comment

Review points - Expand all button Gathering Feedback Not planned

• Pete H
• February 27, 2025 11:43

0 votes 1 comment

Collaborative working on certain files with clients Gathering Feedback Not planned

• Shoaib Arshad
• November 04, 2024 16:11

3 votes 1 comment

Review Points and hyperlinks Gathering Feedback Not planned

• Shoaib Arshad
• October 23, 2024 08:45

2 votes 1 comment

Filtering work programs to highlight unanswered questions In Review Planned

• Stephen McAlpine
• September 29, 2024 13:24

8 votes 1 comment

Sub-folders Workaround Provided Answered

• Shoaib Arshad
• July 22, 2024 10:28

3 votes 1 comment

Removing access to review points for the purpose of an external review Gathering Feedback Not planned

• Martin Gurney
• June 13, 2024 08:01

1 vote 1 comment

Finding review points is very cumbersome Gathering Feedback Not planned

• Martin Gurney
• June 13, 2024 07:57

3 votes 1 comment

Sample Plans and Materiality In Review Planned

• Ian Dickinson
• December 01, 2023 13:24

0 votes 1 comment

Make completion progress selection permanent In Review Planned

• Zak Labanca
• November 30, 2023 10:14

1 vote 1 comment

Accounting Structure Gathering Feedback Not planned

• Shoaib Arshad
• September 25, 2023 11:03

2 votes 1 comment

Filters for Activty Feeds Gathering Feedback Not planned

• Shoaib Arshad
• September 07, 2023 11:40

2 votes 1 comment

Export Client Queries Gathering Feedback Not planned

• Lauren
• July 08, 2023 12:30

0 votes 1 comment

Audit trail of status bar updates Gathering Feedback Not planned

• Bethan Greenbank
• June 30, 2023 11:57

2 votes 1 comment

Shortcut access to "My Files" Implemented Completed

• Lauren
• April 30, 2023 23:12

4 votes 1 comment