Punchcard
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Faster table copying from PDFs, richer Requests views, and more reliable Excel and workpaper automation

Punchcard now lets auditors copy PDF tables into Excel with per-cell citations, adds sub-grouping and a Creator filter for Requests, and makes workpaper automation more reliable.

FeatureBug FixUIAIAutomation

Features

  • Copy PDF tables into Excel with citations: In the Excel add-in's document viewer, tables on PDF pages, including scanned ones, are outlined automatically. Copy a table into your workbook and each cell is cited back to its source. You can also draw a box around a table yourself, adjust its column and row lines, and fit the new columns to their contents.
  • Tables that span pages copy as one: Tables that continue across page breaks, such as a bank statement's activity table, can be joined and copied together. Each cell cites its own page. You can join, split or unlink them from the table's menu.
  • Redesigned viewer header in the Excel add-in: There is now a page number field you can type into, a single zoom control with a display menu, and a menu of file actions, including opening the document in CoAudit. Cmd/Ctrl with + and − zooms, and Cmd/Ctrl+0 returns to Fit width.
  • Draw a box anywhere on a page: A drag always draws a box with Add citation, Sum, Table and Copy options. Double-click and triple-click still select text.
  • Sub-grouping in list view: Group Requests within groups, as Linear does, with collapsible sub-groups and drag-and-drop between them. CoAudit can set the sub-grouping for you.
  • Creator filter on every board: Filter Requests by who created them.
  • Change a Request's privacy from the row menu, for one Request or a whole selection.
  • Hold ⌘ while dragging a Request into another group to also change its priority, when the list is ordered by priority.
  • One shared menu for Requests: Right-click menus, selection menus and the Actions bar now offer the same options in the same order. Filter, Display and picker menus share a consistent look, and the ⌘K command menu does more across Requests, engagements and clients.
  • Agent tasks: You can create drafts in a shared modal and see status and details for each agent task. A Stop button ends a run deliberately, and the stop conditions and permission presets are simpler.
  • Fill existing Excel templates in place: CoAudit now fills a firm's own workbook template without losing its drawings, dropdowns, formatting or named ranges. Formulas are calculated and saved with their results. If a result can't be reproduced reliably, the formula is left for Excel to calculate and is reported.

Improvements

  • Changes to a Request's status, priority, due date, assignee or category show immediately, including on sub-request rows. If the change isn't confirmed, it is reverted with a message saying how many rows were affected. Invalid changes are refused instead of being half-applied.
  • When a write in Excel waits on your approval, CoAudit now learns what you edited by hand in the meantime and won't overwrite it.
  • Large undo operations in Excel now finish reliably and report how they ended.
  • Freezing panes in Excel reports clearly whether the sheet ended up frozen.
  • Reading a sheet that was renamed or deleted now names the sheet and its new name.
  • The Home page fills the page width and uses the standard CoAudit gutter.

Fixes

  • [ now opens and closes the CoAudit pane with a single press, instead of opening it and immediately shutting it.
  • Old Request links now open the Request instead of showing an endless spinner.
  • Workpaper formulas that depend on a combined value across a group of documents now wait for that value instead of coming out blank.
  • Reviewed results and workbook data are preserved: Reviewed values are kept, and blocked records are deferred instead of overwritten. Workbook writes are retained, and PDF rows are no longer lost unless headers are explicitly declared.
  • Deleting several sub-requests at once removes exactly the ones you chose, even though the others renumber as each is deleted.
  • CoAudit citations on manually added rows now use the document you name.
  • Financial Statement Review: A web review of a statement that a review Request already uses is now saved to that Request instead of being refused.
  • Internal tasks can no longer be returned to clients by mistake.
  • Uploaded zip files are checked member by member before upload, for safety.
  • Moving a Request to another engagement keeps only assignees that engagement offers.
  • Failed agent task streams are preserved, and healthy queued runs are no longer affected.
  • The new engagement page's menus now open on screen.