Punchcard product updates

Financial Statement Review

• Choose both statements before running: You can now select the current-year and prior-year statements first, then start the review yourself when you're ready.
• More ways to add statements: Browse existing files or upload a single file for either statement. Both statements can be uploaded at the same time.
• PDF-only selection: Selecting a file that isn't a PDF is now declined up front.
• Prior-year comparison follows reruns: When the prior-year comparison reruns automatically, the screen now follows along.
• Setup dialog fits narrow windows: The setup dialog's contents stay within smaller screens.

CoAudit chat

• Recovers from AI capacity interruptions: If the AI service is briefly overloaded or has a temporary failure partway through a response, CoAudit retries automatically and shows "Retrying..." while it does. You can still press Stop during the wait, and sending a new message, switching chats, or retrying manually cancels the automatic attempt.
• Fewer false "Conversation stopped responding" errors: Interrupted, disconnected, or stopped responses no longer count toward this warning, so it appears only when it's warranted.

Document viewing

• Stalled downloads no longer hang: If a document stalls while loading, the viewer stops after 60 seconds and offers a Try again button, in both Financial Statement Review and Workpaper.
• Loading spinner clears reliably once the first page appears.

Requests board

• Consistent panel width: The Request detail panel keeps the width you set when you select another request.
• Fewer accidental resizes: Only a deliberate drag resizes the panel, and releasing the mouse outside the window ends the drag.
• Arrow keys act on the focused control: When focus is on the divider, a tab, or a button outside the list, arrow keys no longer jump to a different request.

Other improvements

• Client and engagement headers no longer clip their content.
• The client list loads faster.

Office Add-ins (Excel & Word)

• Requests folder in Browse Punchcard: The file browser now shows a Requests folder pinned above your engagement folders and loose files. Open it to see your top-level Requests, with Requests included in breadcrumbs and search paths so you always know where you are.
• More reliable evidence lookups from scanned documents: When CoAudit reads scanned (OCR'd) documents, it can now look up rows by their label, read headings and lines of text, and cite the exact printed text of a cell, including cells where the text wraps across lines.
• Clearer handling of unclear matches: If a label matches no row, or matches several rows, CoAudit flags that specific item as an exception instead of guessing. The rest of the batch still completes.
• Smoother keyboard and search behavior: Focus returns to the Requests folder where you left it, and reopening a search keeps your cursor in place.

Sub-requests

• A cleaner General row in the Table view: General now looks and behaves like any other sub-request row. It shows the parent Request's number, has a cell under every column, and has its own Comments cell.
• Folder cells you can work with directly: General's folder cells show file counts and file lists, and let you upload and drag and drop files, just like sub-request rows.
• Parent discussion in one click: General's Comments cell opens the parent Request's own discussion, with its unresolved count and pinned threads, without mixing in sub-request comments.
• Every document has one home: Parent documents that no folder cell lists, such as team-only files, still appear under General's Other files, so nothing is missing or shown twice.
• Retired "No sub-request" row: The separate "No sub-request" row and its Edit folders switch are gone from the Table view. General now covers it. The Itemized view is unchanged.
• Better keyboard focus: After moving files to General with the keyboard, focus lands on the cell the files went to.

Improvements

• CoAudit picks up where it left off. If a CoAudit answer is cut off partway through, you now see a clear error and a Continue button. Work already done in that reply is kept and not re-run. In many cases CoAudit continues on its own once.
• Unresolved comments stay in view. Every unresolved comment thread on a Request or file now appears in a pinned area above the Request, headed "Unresolved" (or "Changes requested" when every thread is a return reason). Resolving a thread moves it down to the discussion list, and reopening brings it back. There is no separate pin action anymore, and the request and file discussions no longer have an Unresolved filter.
• Uploads are never renamed silently. If a file is saved under a new name such as "Invoice (2)" because that name already exists, you are told the new name. Duplicate-name checks on the request list now ignore capitalization.
• Clearer upload destinations. The upload tray and drop areas now say where your files are going, for example "Uploading to Request name › Folder", using the current section names (Resources, Task attachments, Requested files).
• New requests appear in the Files tab right away. A request created from the board now shows up in the Files tree without a refresh.
• Clearer Workpaper Files tab. The empty Files tab reads "No files yet" and explains where uploaded files go. The document group source switch is now always labelled "Shared document group", and the rename dialog is titled "Rename group".
• Sub-request tables are easier to use. The scroll arrows for wide tables now sit beside the header row instead of covering your data. Sub-requests are added from the Request's ⋯ menu, and a Request with none shows no empty sub-requests section.
• Dropdown menus are back to their natural width in places like PDF zoom controls, sampling forms, and notification settings.
• Excel agent guidance. CoAudit now avoids creating spilled link lists in Excel, where every row would open the first row's link, and writes one link per row instead.

Excel add-in

• Clearer cell-editing warning. If CoAudit is waiting for you to finish editing a cell, a short warning appears above the chat input ("press Enter or Esc"). Approval cards recheck automatically once you leave the cell.
• More reliable Refresh. If a refresh lands on an out-of-date version, the add-in keeps refreshing (up to three times in five minutes) instead of leaving a blank pane.
• Clearer empty states. The Context tab and file picker no longer point to a Files tab that isn't there. Button labels wrap between words instead of breaking mid-word. The "still processing" notice no longer covers Undo / Move after an upload.
• Clearer messages when an engagement isn't reachable. The add-in now says "This engagement isn't available" instead of a permanent "being updated" message.

Fixes

• Python-based file analysis works better in CoAudit. Failed attempts that CoAudit fixes on its own now show as a quiet "Hit an error, tried again" line instead of a red error card. CoAudit can now read older .xls spreadsheets and password-protected PDFs, and it can read just a page range of a very large scanned document, so long reports load much faster.
• Scanned-text reading now works in the web chat, not just in the Excel add-in.

New features

• Folders on Requests: Documents on a Request now appear as one outline of folders. Create, rename, move and delete folders (up to 10 levels deep), and drop in whole folders or zip files with their structure kept. Deleting a folder lets you Delete everything or Keep files by moving them up a level.
• Files tab for each engagement: Browse Requests, the engagement's own files and OneDrive in one tree, with breadcrumbs, multi-select, drag and drop, an in-page viewer and Download all for any folder.
• Find files: Search an engagement's files by name and by content together, with results that open at the matching page. Exact words are found even when the wording isn't a close match.
• OneDrive folders: Firms using Microsoft 365 can copy folders and files from OneDrive, Shared with me and SharePoint into an engagement. Punchcard only reads what the auditor can already open and never changes anything in Microsoft 365.
• Firm and Personal libraries: The Library now has a Firm tab (shared with your team) and a Personal tab (only you), both with nested folders, a built-in viewer, name and content search, and a Library link in the header. The old Punchcard-wide library has been removed.
• CoAudit and the Library: CoAudit can search and list library documents, and the chat "+" menu has a Library picker for attaching files or folders. Typing @ finds library files and folders as you type.
• Create workpaper from a Request: For firms with workpaper creation turned on, a Request without a Workpaper shows a Create workpaper button in its Workpaper section.
• Sub-request tables: The Table and Itemized views let you change a row's status directly. Columns fit their values better, and moves, deletes and folder edits show instantly with Undo.
• Activity tab: Clicking an activity row opens that Request in place and highlights the comment, file or field it refers to.
• Request comments: Row and cell comments on a Workpaper are now internal to the audit team and appear only on the Workpaper.

Improvements

• Firm Analytics now uses whole Monday–Sunday weeks and calendar months, with the current period marked as partial.
• Excel add-in: Apply template… is back, using templates saved in your libraries. Uploads open on a sensible default folder, with Undo and Replace or Keep both when names clash.
• Engagement header: The Requests, Tasks, Files and Activity tabs now sit in the title row. Tabs that don't fit move under a ⋯ menu.
• Library and Files tab speed: Large libraries open faster and scroll smoothly. Folder and file edits appear immediately.
• Clearer delete messages that name the document being deleted.
• Privacy: The user menu item "Privacy preferences" is now just "Privacy".

Fixes

• Excel add-in, manual calculation: CoAudit recalculates only the cells it just wrote, so a deliberately frozen random sample is not redrawn. It asks you to press F9 if recalculation fails.
• Importing Request lists: If the connection drops while CoAudit creates a Request list, it now checks and reports what was actually created.
• Timed-out CoAudit actions now say whether they were waiting on an approval, a cell edit or ongoing work.
• Excel add-in region: South African users are now routed to the EU region on first run.
• Request folder fixes: Select all, double-clicking folders and the sub-request table layout behave more reliably.

Requests

• Return reasons now stay visible: when you return a Request to the client and give a reason, it starts a pinned "Changes requested" thread above the Request. The client can answer it directly, and it no longer disappears once the Request moves on.
• Pin and unpin threads: the audit team can pin any client-visible thread, or unpin one, from its ⋯ menu. Pinned threads sit above the Request instead of in the discussion list.
• Subrequest threads roll up to the parent: a Request with subrequests shows their pinned threads in its own "Changes requested" box, labeled with row number and title. Auditors get one Unpin all button. Subrequests with a pinned thread show a yellow comment icon.
• Subrequests stay inside the parent: in Table and Document groups views, subrequests no longer have pages of their own. Opening one from a link, notification, or the board takes you to the parent with that row in view.
  • Each row shows its files, an upload area, and its comments in place.
  • Document groups gains a Comments column showing unresolved counts for each row.
  • The parent's activity combines its subrequests' history and comment previews, labeled by number and title.
  • General is always the last row, with a permanent upload target.
  • Switching back to List restores separate pages. Nothing is moved or deleted.

CoAudit in Excel

• Writes wait while you edit a cell: Excel blocks add-in changes while a cell is being edited, which could leave a half-finished schedule. CoAudit now pauses (up to 60 seconds) until you press Enter or Esc, and shows a notice telling you it is waiting. If you don't finish editing, it stops cleanly and writes nothing. This needs a recent version of Excel.
• Clearer limit for large Python results: guidance now explains that results written to the workbook are capped at about 256 KB, so very large schedules should be built in blocks.

Reliability

• CoAudit replies survive app updates: a reply being written while a new version rolls out is allowed to finish, instead of being cut off mid-answer.

Microsoft Marketplace

• Buy and set up Punchcard through Microsoft: buyers can open their purchase, choose where their firm's data lives, sign in with their Microsoft account, and set up their firm. They can also add the email domains used for automatic colleague sign-up, and prove ownership of each through a DNS record.
• Inactive subscriptions are blocked: if a firm's marketplace subscription is suspended for non-payment or cancelled, its auditors, including in CoAudit chat, are sent to a notice page until Microsoft reinstates it. No data is deleted.
• Only firm administrators manage email domains.

Performance

• Much faster search on large spreadsheets: CoAudit searches across big exports, such as journal-entry files with thousands of rows, in seconds instead of minutes, so they no longer fail partway through.
• Faster citations and page reads on large files: Citations and page reads on very large spreadsheets now resolve quickly instead of stalling.

Improvements

• Steadier connection in background tabs: A CoAudit chat left in a background tab or behind another window now stays connected, so it can still reach your Excel or Word pane when you return.
• Smoother recovery in Excel and Word: If the Excel or Word pane is briefly reconnecting, CoAudit waits and tries again instead of reporting that it can't reach the pane.
• Clearer feedback when work stalls: If a step produces no output for several minutes, CoAudit now ends it with a visible error instead of leaving you waiting with no explanation.
• Clearer guidance when a code session expires: CoAudit now recognizes when a code session has expired and starts a new one.
• More reliable issue reporting: When you ask CoAudit to report a problem or missing feature to the Punchcard team, it confirms only when the report was actually submitted. If it can't confirm, it tells you so.
• Better handling of unattached workbooks: When a workbook isn't attached, CoAudit now explains that cell notes and citations can't be saved, instead of attempting to write them and failing.

Fixes

• Citation links in tables: A citation that sits alone in a table cell now appears as a clickable citation instead of plain "[1]" text.
• Region switching in Excel and Word add-ins: Switching between the US and EU regions no longer bounces the pane back and forth between them. It now opens in the region you chose.

New

• Document groups view for subrequests: see subrequests as rows and document groups as columns in a "Requested files table." Each cell shows how many files are in that group. Click a count to see and open the files, or click an empty cell or drop files on it to upload. Auditors can add, rename or remove a document group across all of a request's subrequests in one step. This view is available on firms with the workflow builder.
• Drag files between cells: drag a file onto a cell to Move it, or Copy it as an auditor. Dropping a file onto General in the Itemized view asks Move or cancel first.
• Subrequest view names: the views are now called List, Itemized and Table.
• Warning before uploading to Resources: on a client-visible request, uploading to Resources now asks first, because Resources can't be used as evidence for testing, including in CoAudit. Choose Upload as resource, Upload as evidence, or cancel. You can turn the reminder off.
• Wider request panel on the board: the request detail panel can be dragged out to 85% of the board's width, which helps with wide subrequest tables. The board now opens as an even split.

Improvements

• Workpaper downloads work with the Excel add-in: Workpaper Only, Files + Workpaper and engagement exports now carry the citations the Excel add-in needs. Open the workbook in the add-in and each cited cell shows its evidence. Evidence is no longer packed inside Excel files.
• Procedures by Column in the workpaper memo: the exported memo lists each column's description, after Procedures.
• CoAudit workbooks open in the add-in: Excel files CoAudit delivers carry their citations in the add-in's own format and attach to the engagement directly.
• Excel add-in requests in board order: requests and tasks now list in the board's order, so "2 Cash" sits above "12 Payroll". In Browse Punchcard, subrequests nest under their parent request.
• Pop out and Dock pane help: Settings in the add-in has step-by-step instructions for floating the pane or docking it back (desktop Office).
• Cleaner client list: a client whose engagements are all private ones you aren't on no longer appears in your list. Clients with no engagements yet still show.
• Firm admins see their whole firm: firm admins can open, edit and change privacy on every engagement in their own firm, including private ones.

Fixes

• Evidence opens in desktop Excel: some users in desktop Excel saw "Failed to fetch" on every document. Evidence now opens reliably.
• Dragging files out of a cell's file list works again, and the edge-scroll strips no longer cover the column titles.

Removed

• The in-app download for the older Excel add-in and the "Legacy DS Format" and embedded-files workpaper exports are gone.

Features

• New Requests are revealed right away: after you create a Request on the board, it is selected, its group expands, and it scrolls into view, just like opening a Request link. If a search, filter, or hidden group keeps it off screen, a "created" message tells you so instead of leaving you guessing. This works for every way of creating a Request, including Create more and Copy.
• Resend client invites: on the Members page, you can resend the invite email to selected client users, either in bulk or one person at a time.
• Excel and Word add-ins in one package: the Punchcard Office store listing now covers both Excel and Word. Existing Excel installs pick up Word with the next version update.

Improvements

• Board ordering stays put: Requests are now ordered by identifier by default, so a Request no longer jumps to the top of its group each time its status changes. Boards that still had the old default ordering saved are moved to the new one once. If you choose "Last updated" again, it sticks.
• Firm Analytics lists newest first: activity and growth tables, the growth period picker, and contributor lists now show the most recent entries first. Charts still run left to right in time. Document lists also show when processing started.

Fixes

• Engagement "Copy link" opens the client board: the copied link now points to the client board unless the engagement is team-only.
• Renaming a category works the first time: the rename field no longer loses focus as the menu closes, which used to take several tries.
• EU sign-in in the Office add-ins: switching the add-in pane to the EU region now works on desktop Office. If Office refuses the switch, the pane stays where it is and tells you the add-in needs an update, instead of showing a misleading sign-in error.
• Large pastes are more reliable: pasting very large tables, such as tens of thousands of rows, no longer fails partway through.
• Fewer interrupted requests: brief connection drops no longer cause sign-in checks to fail on pages such as the Workpaper Problems tab.

Word Add-in

Features

• Cleaner citation look: Cited figures are no longer marked with a superscript number or a change to the figure's font. Citations are now shown as native underlines: lavender for unreviewed, green for validated, and red for flagged. Click any citation to open its evidence and reasoning.
• Citation highlights switch: A new setting in Settings lets you show or hide the citation underlines without touching the document text. Where Word can't draw native underlines, toggleable outlines are used instead.
• Edit your document by chat: CoAudit can read the document's paragraphs along with their citations, insert or replace text, and cite figures to evidence. Replacing existing text asks for your approval in Manual mode, and if the document isn't yet attached to an engagement, CoAudit asks which one first.
• Undo CoAudit's edits: CoAudit can take back its document edits, newest first. Anything you changed since is skipped and reported.
• Selected content travels with your message: A chip above the chat box shows the selected text or table cells that will accompany your next message. Dismiss it to leave the selection out.
• Reasoning for checked figures: CoAudit can attach its accuracy reasoning to figures it has checked.

Improvements

• Older numbered citations are converted to the new look when you open a document, keeping their recorded colors and underlines.
• Existing citation numbers stay in order (1, 2, 3…) when citations are added or cleared in older documents.
• Reviewing a document no longer disturbs citation underlines that haven't changed.

Fixes

• Converting older citations or correcting a cited figure no longer alters the figure itself, including its font and digits.
• CoAudit now refers to citations in a way that matches what you see in the document.
• Selections in the document stay attached to your message even after you save the file under a new name.
• Tables are read correctly in more cases when cell details are unavailable.

Request panel

• Cleaner layout: The Request panel on the board has new spacing, headings and property pills. The Request ID sits above the title. Requested documents now reads Requested files, and the Workpaper has its own section.
• A fuller ⋯ menu: One menu now holds New sub-request, Sub-requests from a table…, Move to…, Add workpaper, Mark as read / unread, Copy, Make a copy… and Delete.
  • Copy offers the ID, URL, title, description, or the title as a link, and each choice confirms what it copied.
  • Make a copy… opens the create form prefilled from the Request, keeping its due date, audience and assignee. Nothing is saved until you submit it.
• Activity is easier to scan: Runs of events collapse behind a "Show N events" row. Resolved comment threads collapse to a single row that you can reopen from anywhere on it.
• Resolve or reopen from any comment: A reply's ⋯ menu now offers Resolve thread / Reopen thread, so you don't need to scroll back to the top.
• All / Comments / Activity tabs: The discussion area has these three tabs. "View thread" on a resolve entry now opens the thread even if the current tab would hide it, including on the full Request page.
• Faster loading: The panel shows a preview of the Request while it loads, so content doesn't jump into place.

Request list and board

• Inspector follows keyboard focus: Moving through list rows with the arrow keys updates the open panel to the focused Request.
• Faster hover on list rows, with refined pills, spacing and scrollbars.
• Search folds into a magnifier when the header is narrow. ⌘F or "/" opens it across the whole header.
• Two export options: Export status report… and Export files… are now separate. Files and workpapers are offered together only when the engagement has workpapers.
• Board view settings no longer overflow when many groups are hidden.

Excel add-in

• Citation highlights switch: Under Settings ▸ Workbook you can turn off the shading on Cited, Validated and Flagged cells. The setting is saved in the workbook, so it travels with the file. If a change fails partway, for example on a protected workbook, the switch shows the workbook's real state.
• One-click browser sign-in: The browser page shows the code from your Excel or Word window and the account you're signing in with. If the codes match, one click on Connect completes sign-in, and nothing needs typing. A sign-in from a different network from the pane's asks for your password and shows a warning.

Clients

• Better website logos: Client avatars can use the logo from the client's website. Punchcard picks the highest-resolution icon and supports SVG and newer image formats. It finds logos on more sites, including sites with older security certificates, and rechecks sites it couldn't read at first.

Sampling

• Type each stratum's cut point directly in its row. The amount is checked before it is applied, and currency symbols are optional.
• Cut points drag anywhere along the bar and can move past each other.
• Currency formats read correctly: Suffixes such as "лв." and "د.إ" now work when you type a cut point. A precise cut point also stays exact if you tab through its field without typing.

Emails and fixes

• Activity digest emails are redesigned. Repeated uploads are folded into one line, and changes that were reverted are left out.
• Copy URL on a Request now links to the Request's own board.
• Skip link now goes to the visible CoAudit chat.

New: Stratify Random samples by amount

• Random sampling can now split a numeric column into amount-based strata (ranges), not just by distinct text values.
• Drag cut points directly on a visual bar, or use Suggest to propose cut points automatically (equal-dollar ranges or a statistically optimized method) along with how much of the sample each stratum should receive (even split, proportional to size, or an allocation that favors strata with more variation).
• Each stratum shows its item count and lets you set its own share of the sample as a count or a percentage.
• Sampling receipts (Excel and PDF) document each stratum's range, item count, and how the sample was drawn.

New: Sampling methods for subrequest table imports

• When adding subrequests from a pasted table, you can now choose a sampling method — Random (including amount stratification), MUS, High Value, or JE Testing — so only the sampled rows become subrequests, with the sampling run saved for your receipt.
• If creating subrequests fails partway through, the import dialog now stays open so you can retry without re-pasting or losing your sample.

Fixed

• The request panel's Add workpaper option is back for firms still using the classic workpaper builder; requests that already have a workpaper continue to show a one-click Open workpaper button.
• The privacy lock icon on a request's header no longer gets visually clipped, which had been preventing it from opening.
• Several accessibility and polish improvements to the sampling panel: better color contrast on warnings, visible focus outlines for keyboard navigation, larger click targets on strata handles and buttons, and respect for reduced-motion settings.
• Minor visual fixes on the engagement board: the Add button stays circular, category colors are preserved when reordering groups, and sort-direction icons are now consistent.

Bug Fix: more reliable cell writes from Python-based analysis When CoAudit uses its in-browser Python analysis to fill in workpaper cells in the Excel or Word add-in, those writes now consistently show an approval request in environments that require manual review — previously, this kind of write could stall with no prompt to approve it. If the underlying analysis is no longer available (for example, after reloading the add-in), CoAudit is now told to redo the analysis and resend the write instead of leaving the request stuck.

AI: default chat model restored CoAudit's default chat model is back to GPT-5.6 Terra at medium reasoning effort across web chat and the Excel/Word add-ins, after briefly defaulting to a model without a verified accuracy track record. You can still pick a different model from the picker.

UI: model picker adapts to narrow chat panels The model-and-effort selector in the chat composer now shrinks in steps as the panel narrows — showing a shorter label, then just the effort level, then an icon — instead of being cut off at small widths.

Fixes

• Comment editing now opens with your original text. Clicking Edit on a comment previously opened an empty box instead of showing what you'd written.
• Keyboard navigation in list view no longer goes dead after a click. Arrow keys, Home/End, and type-ahead search now keep working on a row right after you click it.
• File moves between General and subrequests are clearer and safer. The "Move to…" picker now only appears when there's an actual valid destination — no more opening a list where nothing can be selected. Undo (including ⌘Z/Ctrl+Z) now only works while its confirmation message is still visible, so it can't accidentally undo an older move.
• New Task's Category and Assignee selectors no longer disappear while the rest of the page is still loading.
• Closing a menu inside a dialog no longer leaves the page unresponsive to clicks.
• Large "Add subrequests from a table…" imports no longer time out partway through for bigger pasted tables.
• CoAudit's automation history no longer shows a bogus "Run sample" entry for steps that don't actually run anything.
• Uploading files from the board's quick-upload panel in CoAudit no longer shows a false error — files that had actually uploaded successfully previously displayed a confusing "issue" message.
• Notifications are more resilient to brief hiccups loading your unread count, instead of dropping your live connection.

Board

• Customize categories directly on the board: rename, recolor, and reorder categories from the new Categories panel (Display menu) or by right-clicking a category header — changes apply instantly across headers, cards, and the panel for everyone on the engagement.
• Drag rows into a custom order: dragging a request or task within its group now places it exactly where you drop it, automatically switching that view to Manual ordering (with an Undo toast if you change your mind).
• Set default view for everyone: auditors can publish their current board arrangement — layout, grouping, sorting, and filters — as the shared default for the whole engagement team and for clients.
• Renumber now works under any sort order, in both Board and List views (previously it only worked when sorted by Manual or Identifier). Repeated renumbering also keeps same-named items in a stable order instead of shuffling them.

CoAudit Chat

• The model picker pill now always names the AI model that will actually respond (e.g. "GPT-6.1 Sol · Medium") instead of an ambiguous "Default." It opens into a streamlined panel with an effort slider, a one-click jump to the fastest setting, and a reset to the recommended model and effort.
• Rename an open chat directly from its options menu in task chat, in addition to renaming from the chat history list.
• "Manage skills" and "Add skill" are back in the composer's "+" menu.
• Large AI-built spreadsheets and multi-tab workbooks are far less likely to be rejected for size — the AI also now knows to build large datasets in steps when needed.

Clients

• Client and engagement creation now use a streamlined flow with clearer empty states, and engagement settings (members, categories, roll-forward, reference documents) are reorganized into clearer sections.
• Removed a redundant "Settings" option from the engagement view's own menu, since that view already is the engagement's settings.

Fixes

• A subrequest's title now updates immediately everywhere it's shown after a rename, instead of requiring a page reload.

New

• Add one subrequest at a time, instantly. The "+" button on the Subrequests heading now opens the New Subrequest form directly, pre-filled with the same fields your other subrequests already use — just fill in the values and create it.
• Edit subrequests as a table. When a request's subrequests are organized as a table, the "⋯" menu now includes Edit as table…, letting auditors add, change, and delete subrequests together in one dialog. Paste a block of data from Excel or type new rows directly — pressing Enter moves down a column just like a spreadsheet.
• Review before you save. Before any table edit is applied, a review screen shows exactly what changed — new rows, updated values, and any subrequests that will be removed, including what they contain (such as uploaded files or comments) — so nothing is deleted by accident.

Improved

• Deleting a subrequest that has files, comments, or an in-progress status now asks for an extra confirmation, and the Save button clearly states how many subrequests will be removed.
• Closing the table editor with unsaved changes now asks before discarding your edits.
• Subrequests entered as free text (just a title, no structured data) now display properly inside the subrequests table instead of being left out.
• A note now appears when there are more columns to see by scrolling sideways in the subrequests table.