A. A number of users have requested the ability to download a complete list of AA clients to Excel including type and financial year-end.
We plan to have a dashboard feature in the new version which should allow full reporting, but for now., as a temporary measure, a .csv file may be accessed by displaying the new style index by typing /v3/jobs after your firm URL, for example, https://demo.auditassistant.com/v3/jobs.
This will bring up a list of clients. 'Only show assigned jobs' can be switched on so that only jobs you are assigned to will be shown, as can 'show archived jobs'. Then use the download icon at the far right top (under the "New Job" button) to produce the report.
At this stage, you cannot use the new screen to access or create clients - just for this purpose.