Our ongoing re-write of Audit Assistant has so far resulted in significant improvements including:
- A new dashboard and client view page
- The ability to annotate PDF documents in Preview mode
- Integration with Sharepoint to allow seamless editing of Excel and Word attachments
- Multi-factor authentication
- Single sign-on with Microsoft or Xero
- Ability to set up teams for different branches or cost centres
- Plus a lot of work in the background to enable all this
Technically, we are transitioning from Ruby on Rails to Laravel. 'Rails' was flavour of the month for these kinds of applications when we started building the online version of Audit Assistant in 2009 (version 2), but has now been superseded by better and easier tools, hence our change to Laravel. Our original version 1 was written in Excel using Microsoft .NET for the front end, so we have come a long way.
We are building our new tools in Laravel and them porting them back into our Rails version with some clever integration, as both use the same database. For now what you see at the client level is Rails, but most of the rest is Laravel. We will soon be able to view the client in Laravel, allowing us to add more of the new features. However, it will be optional to display in the old view or the new, while getting used to the new look and features.
Below are some preview videos that he team has put together. These will not be exactly the final product, but you will get the general idea of the look and feel.
Layout and Workflow Preview
Audit Assistant now separates your planning documents and workpapers into separate sections, for a more coherent experience.
As you navigate through the product, you will notice your entire job is loaded onto a single page. Your navigation sidebar will show where you currently are on the page.
Quickly know what is complete with badges in your navigation, and a traffic light gutter with a red, amber, and green indicator so you can easily see completed and incomplete work.
Risk Management Preview
Discover the future of risk assessment with Audit Assistant's newly reimagined risk editor.
Effortlessly list a risk from any relevant step in your auditing process
At the heart of our system is the centralisation of risks. Visualise and understand where risks lie. This clarity empowers you to focus your attention effectively on the most critical risks.
Revolutionising the way you manage audit risks for smarter, more efficient auditing.
Trial Balance Preview
Audit Assistant's new table data engine is now integrated into trial balances.
Add breakpoint totals to your trial balance effortlessly, add a label.
Experience the simplicity of our system with easy importing and intuitive data mapping of your spreadsheet data.
And with our advanced filtering and sorting capabilities, managing your trial balance data becomes a breeze.
Collapse and view section data effortlessly allowing focus without the added clutter.
Table Editor Preview
Audit Assistant now includes sophisticated data handling with our powerful table editor, you have the freedom to customise your data approach.
Effortlessly add your own columns, tailored to your specific needs.
Our editor supports multiple field types. Whether it's plain text, numbers, or select fields, the choice is yours.
With our advanced calculation tools, you can easily compute the total value of your column, bringing efficiency and accuracy to your fingertips.
Contact Portal Preview
Audit Assistant now includes a dedicated sharing portal for each individual contact.
Discover a personalised experience. Every item shared or published is accessible from the contact’s own unique portal.
Contacts are notified via email for easy access to their portal, streamlining communication.
Enhanced security is a priority. We ensure two-factor authentication activates 24 hours after a shared link is generated, safeguarding information and verifying the intended individual's access.
This portal is your hub for step responses, shared workbooks, and document signing, all in one place.
Audit Trail Preview
Audit Assistant now includes a comprehensive audit log for every action.
Gain insights like never before. Simply click into the history to understand when and what modifications were made at each step.
Visualise the changes in detail. See not only the individual who made the change but also the specific alterations they made.
Experience a more coherent and transparent logging system. Watch as your job evolves over time, with every step and modification meticulously recorded.
Importing Table Data Preview
Importing data into Audit Assistant has become much more powerful, adding both convenience and capability.
Seamlessly import your data with just a few clicks. Our wizard effortlessly handles Excel xlsx files or csv documents.
Experience the simplicity of mapping. Align the columns you wish to import directly against your table's columns, ensuring precise and accurate data integration.
Importing and organising your data has never been easier or more efficient - allowing you to concentrate on your Audit job.
Sharing Preview
Collaboration redefined with Audit Assistant – making sharing and receiving input from clients and external parties a seamless experience.
As you progress through your audit, effortlessly annotate steps for sharing or opt to share an entire workpage.
Navigate to your job's sharing centre, where all your shared annotations are conveniently organised. Simply publish the steps you want to share and notify the relevant individuals in one action.
Stay informed and efficient. When your client responds to your requests, you'll receive immediate notifications, ready for your review.