Punchcard product updates

Workpaper Automation

• Run size protection with guided actions: Before any automation run starts, Punchcard checks whether the workpaper exceeds safe operating limits. Oversized workpapers now show a clear, quantified notice in the run dialog — a hard block if the limit is exceeded (with a direct link to "Test a sample" via JE Sampling, or CoAudit guidance), or an amber warning that still lets you proceed when you're close to the limit. The check appears the moment you open the run dialog, before anything is submitted.
• Larger formula-only workpapers: When every column uses formulas or lookups with no AI prompts, automation can now process significantly larger datasets. Because no per-row AI cost is involved, the record limits are substantially relaxed for these runs.
• Correct column order for formula runs: Workpaper columns that reference the values of other columns now run in the right order, so dependent columns always see up-to-date upstream values rather than stale or empty ones.
• Smarter auto-matching setup: When you paste selection data or attach a document group to an oversized datasource, Punchcard no longer automatically configures AI matching in a way that would immediately be blocked when you try to run it.

Engagement Creation

• Identifier collisions are now blocked, not silently resolved: If the identifier you enter for a new engagement is already in use, submitting the form now stops and highlights the collision — with a one-click "Use [suggestion]?" button to accept the recommended alternative. Previously, submitting would silently create the engagement under a different identifier than you chose.

PDF Viewer

• Zoom buttons always work: The + and − zoom buttons in the workpaper PDF viewer no longer become stuck after zooming. Previously, certain cancelled zoom actions could leave the controls unresponsive until the page was reloaded.

Chat & AI

• Extraction results stay visible: After asking the AI to extract structured data from a document, the results table now stays visible at the top level of the conversation — including the Copy Raw Data button and clickable PDF-linked cells. Previously, these were collapsed into the "worked for N seconds" summary once the AI finished, making them inaccessible until manually expanded.
• Working indicator during background steps: In task chat, the "AI is working" indicator and Stop button now remain visible while the AI completes background steps (such as running automations) after its reply has appeared. Previously, the interface could look like a completed message while the Stop button lingered with no visible explanation.

Memo

• No more mis-routed clicks on accounting policy add: The "+" button to add an accounting policy now shows a brief disabled state while engagement variables are loading. Previously, clicking during the loading window could silently add a plain text entry instead of opening the variable picker.

Platform Reliability

• Workpaper cell values display correctly: Date, number, and currency cells in the workpaper grid now show formatted values (e.g., 01/06/25, 1,200.00) instead of raw stored values that were appearing after a recent update.
• Task creation no longer freezes: The new task and request creation form no longer becomes unresponsive after you submit it.
• Invited clients and guests log in reliably: First-time invited clients and guests no longer encounter an error on their very first login when there is a brief disruption to authentication services.

CoAudit Chat

• Grouped action approvals: When the AI requests several actions at once — such as moving multiple files into document groups — all pending approvals are now consolidated into a single grouped card. A "Preparing N approvals…" indicator appears while the AI is still working, then a single Approve all / Reject button handles the entire batch. After approval, the card shows a result summary inline (e.g., "Moved 5 of 6 files — receipt_03.pdf couldn't be moved").
• Reject with reason: Declining an approval now reveals an optional text field where you can explain why. The AI receives your note and can adjust its next steps accordingly.
• Clearer choice prompts: When the AI asks you to choose from a list of options, the card now uses distinct, clearly labeled Submit and Cancel buttons — making it easier to respond without ambiguity.

Financial Statement Review

• Sync scroll preserves your alignment: When reviewing current-year and prior-year PDFs side by side, enabling Sync Scroll now locks in whatever alignment you've already set manually, rather than snapping both panes back to identical page positions. Scroll together from wherever you left off.
• Prior-year tick mark editing: Clicking an existing tick mark annotation while in Prior Year Consistency mode now opens the full context menu — giving you the same edit and delete controls available in other review modes.
• Shift-constrained proof marks: Hold Shift while drawing a line, arrow, or double-line to snap it to horizontal, vertical, or 45° diagonal. Useful for drawing precise accounting double-underlines and tie-out arrows.

Workpaper

• Document group file uploads fixed: Creating a new document group from a client request and then uploading files into it now works reliably. Previously this could fail silently, leaving the group unable to accept files.
• Datasource rename conflict explained: Renaming a datasource to a name already used in the same task now surfaces a clear message explaining the conflict. Previously the rename would silently revert with no feedback.

Reliability

• PDF viewer recovery: The PDF viewer no longer gets stuck with unresponsive zoom controls and dead page navigation when first opened inside a panel that was collapsed or hidden. The viewer now recovers automatically when the panel is expanded.
• Excel viewer stability: Opening the Excel viewer on a file whose AI citations reference a sheet that no longer exists no longer crashes the viewer.
• Task chat stability: The CoAudit chat panel no longer goes blank when navigating between tasks in the same session.
• Team and client invite error messages: When adding a team member or client user to an engagement fails, the notification now explains the specific reason (for example, "identity provider temporarily unavailable — try again shortly") instead of showing a generic error.

What's New

• Guide link in the sidebar: A Guide link now appears under Co-Audit in the left navigation for all users. Auditors are taken to the platform guide; clients are taken to the client-specific guide. Both open in a new tab.

Improvements

• Workpaper automation progress in CoAudit chat: While a workpaper automation is running, a compact bar above the chat input shows which step is active and how many remain. A Cancel button lets you stop the run at any time. Previously, in-progress steps showed no activity indicator and could appear stalled.
• Private engagement setting is now easier to find: The option to mark an engagement as private has moved to the Overview section of Engagement Settings, where it sits alongside other engagement details rather than inside a separate options menu.
• File deletion takes effect immediately: Deleting a file now removes it right away, without the previous short delay or undo prompt.

Bug Fixes

• Board status chart now filters your task list: Clicking a status segment in the right-side panel on the engagement board now filters the board to show only tasks with that status. Clicking the same segment again clears the filter. Previously, clicking had no effect on the task list.
• Comment badges on request table files now open the comment thread: The blue badge on a file cell in the Request Table now appears only when there are open, unresolved comments — not for resolved or reply-only threads. Clicking the badge takes you directly to that file's comment thread instead of opening the file viewer.
• CoAudit formatting in task descriptions and memo sections: When CoAudit updates a task description or a memo section, the content now appears correctly formatted instead of showing unwanted markup characters.
• Activity feed filter panel no longer shows misleading counts: The filter flyout in the activity feed was displaying counts based only on the items loaded on screen, which could be lower than the true total. The counts are now hidden to avoid confusion — filtering still works as expected.
• Documents containing tables now process reliably: Some files with embedded table content were getting stuck and retrying repeatedly without completing. This has been resolved.

Performance

• Pasting and saving sample data on large workpapers is dramatically faster. On data-heavy engagements, operations that previously timed out or took more than ten seconds now complete in a fraction of that time — including both loading sample data and saving it with complex column dependencies.
• Workpaper cell edits and other workpaper actions load faster on engagements with large volumes of records, improving responsiveness across the board on data-heavy engagements.

Features

• Financial Statement Review now supports South African number formats. Firms using comma-decimal, space-grouped formatting (for example, "1 234 567,89") are correctly parsed and displayed throughout Financial Statement Review — including calculations, recalculation tolerance checks, and document matching.

Bug Fixes

• "Import Excel file" and "Copy from Request" are now available in the sampling modal when a workpaper template already has selection columns defined. Previously, only clipboard paste was offered in that state; all three entry methods are now consistently accessible.
• Pressing Escape while editing a task title now cancels the edit and restores the original title, instead of leaving you stuck in edit mode with a partially typed name saved.
• The app no longer hangs on the "Welcome Back" loading screen. An intermittent issue that prevented the app from forwarding to your engagement board on a cold load has been fixed.
• Clicking the logo or home button no longer routes to a broken page for users on certain engagements — the app now always resolves to a valid destination.
• The "Select All" checkbox in the multi-engagement client invite dialog now shows an indeterminate state when some — but not all — engagements are selected, making the current selection state easier to read at a glance.

Redesigned task workspace

The workpaper, overview, and memo pages now use a unified two-row header and a new panel layout.

• CoAudit is now a resizable left panel — drag its right edge to set the width you want; your preference is saved and restored on your next visit. Press [ to open or close it at any time.
• Files and Workflow live in a right panel toggled with ]. Both panels remember their open/closed state for the session.
• Breadcrumb navigation in the top bar leads with the Punchcard logo and shows the full client → engagement → task path, with the task's short ID in parentheses for quick reference.
• Smooth board-to-task transition — clicking a task card from the engagement board now animates the workspace into place rather than replacing the page.
• Full-screen CoAudit is still available via the expand button; press ESC to return to the split view.
• On mobile, CoAudit starts closed so the task content is visible immediately.

Workpaper improvements

• Problems panel is now resizable — drag the divider between the grid and the detail panel to set your preferred split; the height is saved automatically and restored without any flash on reload.
• Analysis findings appear at the bottom of the Problems list, below all configuration and data issues, so the most actionable items stay above the fold.
• Problems badge count now reflects only configuration and data issues — analysis findings are still listed in the panel but no longer inflate the count.

Bug fixes

• Saving a task as a template or cloning an engagement no longer fails silently when the task uses shared document groups.
• Engagement board no longer shows a blank page when following a board link that needs to redirect to the correct audience view.
• Applying the same tick mark simultaneously from two open tabs no longer produces an error — both actions now resolve correctly.
• Inviting a team member with an incorrectly formatted email address (for example, two addresses pasted together) now shows a clear validation message instead of failing.

Features

• CoAudit can now ask you a question when a decision isn't clear: at genuine decision forks — for example, whether to reuse an existing shared document group or start a fresh one — CoAudit now pauses and presents an inline multiple-choice card instead of guessing. Single-choice questions use radio buttons; multi-select uses checkboxes. You can also add a free-text note. Related questions are grouped into one tabbed card with keyboard navigation: arrow keys move between options, left/right arrows page between questions, Enter advances or submits, and Escape returns focus to the composer. Once submitted, the card dims and shows a compact summary of your answers.

Improvements

• Removing a shared document group is now clearly labeled: when a document group is attached to more than one workpaper, the confirmation dialog now reads "Remove" — detaching it from this workpaper only, leaving all other workpapers and their files intact. The permanent-deletion warning (including the amber callout that all uploaded files will be destroyed) continues to appear only when this is the last workpaper using the group.
• Category label on task cards is now a quick-edit button: clicking a task's category badge on the board or list view opens the category picker directly, the same way clicking the priority or due date does.
• Download All gives a clearer error when some files fail: when bulk-downloading reference files, the error message now distinguishes between files that are permanently gone (deleted from storage) and files that failed due to a temporary problem — so you know whether retrying will help.
• Non-previewable files show a download button instead of a blank pane: opening a file that cannot be displayed inline (such as a .txt or .csv) in the Workpaper viewer now shows the filename, a short explanation, and a Download button, rather than leaving the viewer empty with no indication of what happened.
• German income statements handle mixed TEUR and % columns correctly: financial statements that present currency (TEUR/MEUR) and percentage columns side by side now apply rounding and unit labels per column — percentage values are no longer rounded as if they were TEUR amounts in the math calculator.
• New engagement short identifier shows a usable suggestion when taken: if the identifier you enter is already in use, Punchcard now shows a collision-free suggestion you can apply in one click, instead of a static "already in use" message with no next step. (Also fixed: the availability check was incorrectly reporting every identifier as taken — this is now resolved.)

Bug Fixes

• Sample table columns no longer reverse or shuffle on re-open: columns pasted into the selection data modal now appear in the same left-to-right order on every open. Previously they could reverse each time the edit modal was opened, causing columns to appear in the wrong order.
• AI citations in the Workpaper now link to the correct source file: when CoAudit analyses a group of documents together — for example, a batch detail spreadsheet alongside a bank statement — citations now correctly link to the file the AI actually read, not always the primary document in the group. Affected workpapers include collective analyses such as three-way match engagements.
• Files uploaded in standalone CoAudit chat are always accessible: uploading multiple files at once in a standalone chat session could leave some files inaccessible, producing a permissions error when the AI tried to reference them. This is fixed.
• Engagement board shows an access error if your membership is removed mid-session: if your team membership is revoked while you have the engagement board open, the board now shows the standard "you don't have access" message instead of going blank.
• Tasks marked as client-facing now reliably appear in the client view: in certain workflows, toggling a document group to "provided by client" did not always make the owning task visible to the client. The task visibility now stays in sync whenever a client-facing datasource is configured.
• Users with accented or non-ASCII characters in their email address can now receive notifications: users at firms where email addresses contain umlauts or other non-ASCII characters (common in German-language firms) are prompted on first login to verify an alternative delivery address, ensuring they receive email notifications going forward.

New Features

• Private engagements: Mark any engagement as private from the engagement settings page options menu (⋯). A private engagement — and all its tasks — is hidden from firm colleagues who aren't explicitly named as team members. Only named members and admins can see it. The toggle updates immediately and reverts automatically if saving fails.

• Excel viewer renders cell colors and comments: The Workpaper Excel viewer now faithfully recreates background fill colors and font colors from the original file, so color-coded headers, highlighted rows, and styled tables appear exactly as they do in Excel. Cells with comments or notes show a small red triangle in the corner; hovering reveals the comment text.

• TEUR-aware math validation: The Financial Statement Review calculator now detects when a document is presented in thousands or millions (TEUR, MEUR, "in thousands") and automatically adjusts. Operand values display as integers matching the statement convention, a quiet unit label confirms the active scale, and the verdict reads "≈ Validates on rounding" when a footing passes within the tolerance band but isn't an exact tie. Column totals that appear before their operand columns — common in some European reporting layouts — are now also validated correctly.

• Plain text and RTF files can now be uploaded: .txt and .rtf files are now accepted for upload and AI extraction, joining PDFs, Excel files, and CSVs.

• Real-time identifier availability when creating an engagement: The short identifier field now checks availability as you type and shows an inline hint if the chosen identifier is already taken — for example, "ACME" is already in use. This engagement will be created as ACME2. — so you know the final identifier before submitting.

• CoAudit can link workpaper columns as engagement-wide variables: When working with the CoAudit agent on a Workpaper task, you can ask it to mark a column's extracted output as an engagement-wide variable, making those values available for reference across all tasks in the engagement.

Bug Fixes

• Excel citations now highlight the correct cell: Citation highlights in the Excel viewer now land on the right cell even when the spreadsheet has leading blank rows or columns before the data area.

• Citations on repeated values highlight one cell, not a span: When a cited value (such as "$0") appears in multiple cells of the same table row, the citation now highlights a single cell rather than drawing an incorrect band across unrelated cells.

• Page no longer freezes after closing a confirmation dialog: Clicking Cancel on a confirmation dialog — such as a file delete confirmation — could leave the entire page unresponsive to clicks. This is fixed.

• Workpaper automation correctly populates records for shared datasources: Running automation on a task that shares a datasource no longer produces an empty grid. Each task now generates its own records correctly.

• Financial Statement Review handles partial document processing more gracefully: If one section of a document encounters a problem during processing, the successfully processed sections are now preserved so the review can continue rather than failing entirely.

• CSV exports with title rows now import correctly: CSV files that begin with a report title line or blank line before the column headers — common in GL and payroll exports — are now recognized and imported correctly.

• Office lock files are rejected at upload: Temporary Office files (those beginning with ~$) are now immediately rejected with a clear unsupported-file error rather than being silently submitted for processing.

Performance

• Excel viewer opens large files faster: Cell color scanning is now limited to the visible portion of the sheet on open, so large workbooks no longer cause a noticeable delay when first viewed.

AI & CoAudit

• Files uploaded in CoAudit task chat are now auto-sorted into the correct document group as soon as they finish processing. A persistent trail in the conversation records what happened — "Uploaded invoice.pdf", "Sorted 3 files into Invoices · Bank Statements" — so you always know where your files landed, even after leaving and returning to the chat.
• Ask CoAudit to move a misrouted file: if a file ends up in the wrong group, tell CoAudit ("move invoice.pdf to the Invoices group") and it will move it without leaving the chat.
• Excel cell background colors and cell comments are now captured during file processing. Cells with color-coded classifications or embedded auditor notes in Excel workbooks are now visible to AI extraction columns.
• Excel files with formulas now show correct values instead of blanks. Formulas that previously computed to empty — common in programmatically produced spreadsheets — are now evaluated correctly.
• Chat messages with file attachments now reliably receive AI responses. A bug where certain messages appeared to send successfully but never produced a reply has been resolved.

Workpaper & Automations

• Testing attribute automations now pick up every file, including those added after the first run. Previously, files uploaded to a shared document group after you first ran an automation were silently skipped. All files are now included on every run.
• "Fill empty" reruns now correctly process all rows, including rows that were added since the previous run.
• Automations and Match Agent runs stay isolated to the correct workpaper when a document group is shared across multiple workpapers. Results no longer bleed between workpapers sharing the same document group.

Engagements & Clients

• Engagement identifiers no longer block creation or editing when already in use. The identifier field now adjusts automatically (e.g. SAND → SAND2) instead of returning an error that requires you to try again.
• Document groups created from PBC request imports are now available in the document group picker across other workpapers in the same engagement, so evidence collected for one workpaper can be reused without re-uploading.
• Creating new client organizations is faster. The New Client form now responds immediately after clicking Create instead of freezing on firms with many existing clients.

New

• Comment indicators on tick marks: A corner badge now appears on tick marks that have active comment threads — amber for unresolved comments, blue when all comments are resolved. Reviewers can spot annotated marks at a glance without hovering over each one.
• Deep Analysis controls in the Run dialog: The Run confirmation dialog now lists each Deep Analysis question with a count of pages already covered (e.g., "3 of 5 pages"). Use per-question checkboxes to include or skip individual questions before running.
• CoAudit artifacts available in personal chats: The full artifact toolkit — generating Excel workbooks, charts, and Word documents — is now available in personal CoAudit chats, not only in task-linked chats.
• Formula columns export as live Excel formulas: Formula columns in the workpaper now export as real =... Excel formulas with cross-column cell references instead of frozen computed values.

Improvements

• FSR cover sheet for all exports: The Financial Statement Review PDF cover sheet — with a clickable index of every footing and cross-footing mark — now generates for all annotated FSR exports.
• "Set as Testing Attribute" available on all columns: The option to mark a workpaper column as a Testing Attribute is now visible on all eligible attribute columns.
• Fill Empty covers partially-analyzed questions: "Run Empty" now fills missing page coverage for Deep Analysis questions that were only partially run, rather than skipping them entirely because some pages already had results.
• Workpaper exports are faster on repeat runs: Population sheets are built once when you save a sampling run and reused on subsequent exports, making repeated exports significantly faster for tasks with large data populations.
• "Paste from clipboard" gives specific feedback: The Paste from Clipboard button now shows a clear message when the clipboard is empty, when the copied content isn't recognized as a table, or when clipboard access is denied — with guidance to use Ctrl+V as a fallback.
• Column picker shows a live selection summary: The Excel import column picker now displays your current header row and column selections in real time, with clearer instructions.
• Workflow connections wired automatically: Adding or attaching a datasource from the sidebar now automatically connects it to the correct parent in the workflow diagram — no manual wiring needed.

Bug Fixes

Exports

• Large workpaper exports no longer crash: Exporting workpapers with very large data populations no longer crashes or hangs the browser tab.
• Multi-datasource exports produce valid files: Workpaper exports containing more than one datasource no longer generate Excel files that Excel needs to repair on open.
• DATE values in exports are now correct for all time zones: DATE column values in exported workpapers were showing one day earlier than expected for users in time zones at or east of UTC (UK, Europe, India, Asia Pacific). This is now fixed.

Selection Data (Add/Edit Selection Data)

• Original population preserved after sampling: Opening "Edit Selection Data" after pasting data and taking a random sample now correctly shows the full original population, not just the sampled rows.
• Row checkboxes honored in No Sampling mode: Checking specific rows when using No Sampling now imports only those rows. Previously, all rows were always imported regardless of which boxes were checked.
• Editing a table no longer creates a duplicate node: Importing an Excel file while editing an existing table datasource no longer creates a second empty node in the workflow diagram.
• Clear no longer causes an infinite loading screen: Clicking Clear on selection data no longer sometimes left the modal stuck on an endless loading spinner.
• Copy from Request imports into the correct datasource: Using "Copy from Request" while editing an existing datasource now correctly loads data into that datasource instead of creating a new one.
• Dates in pasted and sampled data are now correct: Date values entered by pasting or through the sampling wizard were also affected by the GMT+ timezone shift described above — also fixed.

Files and Matching

• Deleted files show a clear notification: Attempting to download a file that has since been deleted now shows a "File unavailable" message instead of a generic error, both on the task overview page and in the workpaper file explorer.
• Accepting a large batch of matches now works reliably: Selecting and accepting a very large number of matched files in a single action no longer fails silently.

Workpaper and FSR

• European number formats recognized correctly: AI-powered number extraction now correctly reads numbers formatted in European conventions (e.g., German financial statements where periods are thousands separators and commas are decimal separators), so those values are no longer silently dropped.
• Foot/Crossfoot re-run properly clears prior marks: Re-running Foot/Crossfoot validations now removes marks from any prior run, eliminating leftover marks in the PDF overlay that could not be clicked or dismissed.
• FSR sidebar no longer flashes "No findings yet": The Financial Statement Review sidebar no longer briefly shows "No findings yet" while results are still loading.
• Escape key closes dropdown menus correctly: Pressing Escape while a dropdown menu is open (such as the engagement breadcrumb menu) now closes the menu instead of navigating you back to the board.

New Features

• Copy data directly from another request: A new "Copy from Request" option in Import Table Data lets you populate a workpaper table by copying data from another task in the same engagement. Pick the source task, choose a sample datasource or a tabular file, then configure the header row and columns using the same picker as a direct Excel import. Both source groups ("Sample Selections" and "Table Files") are always shown with a clear indication when a group is empty.

• Pick which sheet to import from multi-sheet Excel files: When importing an Excel file that has more than one worksheet, a sheet selector now appears in the column picker so you can choose exactly which sheet to use. Previously, imports always used the first sheet with no option to change it.

Performance

• Copy from Request source picker opens faster for large files: Row counts, column counts, and column headers in the source picker now load immediately instead of re-reading the file each time the picker opens. Files with tens of thousands of rows that previously caused a multi-second delay now appear instantly.

Bug Fixes

• All worksheets are now selectable when importing older Excel files: In some Excel files uploaded before a recent update, worksheets beyond the first appeared grayed out in the import sheet picker. Those sheets are now always selectable and always show the correct preview data for that sheet.

• Citation pills scroll to the right location on the first click: Clicking a citation pill in cell reasoning now navigates the document viewer to the correct passage immediately. Some citations previously required two clicks before landing in the right spot.

• Viewer header and toolbar stay visible after clicking a citation: Clicking an inline citation pill in cell reasoning no longer causes the document filename and toolbar buttons to disappear. The header stays intact while the citation is highlighted in the document.

• Toolbar buttons stay fully visible in a narrow viewer: When the document viewer is at a constrained width, toolbar action buttons (lasso, search, and others) now remain fully visible — the filename truncates before any buttons are hidden.

• "Informed by" tree: clicking a value node navigates the workpaper fully: Clicking a value link in the "Informed by" provenance tree now moves the grid selection, cell-detail panel, and document viewer to the referenced cell together. Previously the document viewer could fail to update or show the wrong content.

• "Informed by" tree: citation pills show one highlight and scroll vertically: Clicking a citation pill inside the "Informed by" tree now shows a single highlight on the document (no duplicate outline) and scrolls straight to the cited passage without any sideways movement.

• Wide preview tables scroll horizontally in Copy from Request: The data preview on the Copy from Request confirmation step now displays a horizontal scrollbar for tables with many columns, so all column data is visible without being squeezed.

Features

Workpaper

• See what informed each AI result: When Punchcard AI fills a workpaper cell using values from other columns, an "Informed by" section now appears in the cell detail panel. Expand it to see a tree of every upstream value the AI referenced, the reasoning behind each connection, and inline citations you can click to jump straight to that location in the source document. Click any node in the tree to navigate directly to that cell in the workpaper grid.
• Excel and CSV file import now available to all users: Uploading an Excel or CSV file when adding selection data is no longer a limited rollout — every user now has access. This is especially useful for very large populations that are impractical to paste from the clipboard.

Bug Fixes

Chat

• Send button no longer stays disabled after attaching a file: After uploading a file in a chat conversation, the Send button could remain unclickable even after the file finished processing. This is now fixed.
• Chat messages containing links now display correctly: AI responses that included certain link formats could cause the entire message to fail to load. This is now fixed.

Workpaper

• OCR status indicator always visible on the Files tab: The badge showing files with pending or failed text recognition was being partially hidden behind the adjacent tab. It is now correctly positioned and fully visible at all times.
• Spurious error on workpaper open no longer appears: A "Failed to load available headers" message that sometimes flashed briefly when first opening a workpaper no longer appears.

Notifications

• Activity summary emails are no longer sent twice: Some users were receiving their activity summary email twice in quick succession. This has been resolved.

New

• Request Once, Use Many is now available to all users: Attach an existing document group to multiple workpapers without asking clients to re-submit files. The option appears in the Source section when adding or editing a workpaper column. Co-Audit is also aware of which tasks share a document group when answering questions.

Workpaper

• Date formulas now calculate correctly: Formulas that compare or subtract dates — such as computing the number of days between an invoice date and a payment date — now produce the right result instead of treating the dates as arithmetic. Both M/D/YYYY and YYYY-MM-DD date formats are recognized.
• Large Excel files process faster: Processing large Excel spreadsheets during upload is now significantly more efficient, reducing slowdowns and failures on heavy files.
• Tick mark and template audience picker is cleaner: The Global/full-site audience option is now shown only to site admins, removing a choice that had no effect for regular auditors.

Files and Workflow Panel

• Explicit close and reopen controls: The right-side panel now has a ✕ button to close it entirely. When closed, a sidebar icon replaces the folder tabs and reopens the panel to whichever tab (Files or Workflow) you had open last.
• Reopening Files preserves your place: If you had a match cell selected when you closed the panel, reopening Files returns you directly to that cell's file view and match controls — not back to the top-level document picker.

Co-Audit AI

• Extraction tools work after a page refresh: The "correct extraction" and "edit extraction" tools now continue to work after refreshing the page. Previously they would report that extraction results were unavailable — even when the data was still intact.
• Declining a navigation suggestion no longer shows an error: Choosing "No thanks" when Co-Audit proposes a navigation now records as a neutral completed step in the chat, not a red error indicator.
• AI responses and analyses are more reliable: Fixed a category of failures where AI-generated content — including chat replies and document analysis results — occasionally failed to save due to special characters in the output.

Platform

• Library file deletion is now instant: Removing a file from the firm or engagement library now completes right away, even for recently-uploaded files that could previously take an extended time to delete.
• All emails now show the Punchcard logo: Invitation emails, task notifications, comment alerts, and activity summaries now display the full Punchcard wordmark, correctly rendered without clipping.
• Uploads to new document groups now work: Fixed an issue where uploading files to a document group created with the "Create New" option could fail silently.
• App updates no longer interrupt your session: When Punchcard deploys a new version while you're working, you'll see a "New Version Available" prompt and can refresh smoothly — rather than being unexpectedly redirected to the login screen.

Performance & Reliability

Large Data Paste Handling

• Pasting huge Excel tables no longer freezes the application. Previously, importing journals with hundreds of thousands of rows would hang the browser for many minutes. The new optimized parser and incremental processing keep the workpaper responsive throughout the entire import.
• Massive improvements to memory usage for large data imports. The system now samples data intelligently rather than processing every cell upfront, preventing the browser from running out of memory on very large pastes.
• Smart confirmation dialog for very large pastes. Pastes exceeding 200,000 rows now show a recommendation to use the file upload feature instead, which handles that scale more efficiently without blocking the UI.

Data Integrity

• Fixed cell splitting when pasting Excel data with line breaks. Previously, cells containing quoted text with embedded newlines would incorrectly be split into multiple rows during import. This now works correctly.
• Single-column table pastes no longer split valid wrapped cells. Previously, wrapped cells in single-column tables would be broken into extra rows during import.

Authentication

• Users can now log in with the updated organization authentication domain. The organization's recent authentication system update is fully supported, so all accounts can access the platform without interruption.

Workpaper Sampling

• Saving selection data now generates a PDF sampling report alongside the Excel file. Click "Save Data" after setting up a Random, MUS, or Journal Entry sample and a formatted report is produced automatically. It includes a summary table, population breakdown chart, and method-specific parameters — plus the per-test hit-count table and Benford's Law histogram for Journal Entry testing (when that test is enabled).
• Sampling reports are bundled into all workpaper exports. Every export format — Workpaper Only, Files + Workpaper (.xlsx), and Files + Workpaper (.zip) — automatically includes the relevant sampling sheets and PDF reports.
• The Benford's Law histogram is now interactive. Click the chart to expand it to fullscreen for a closer view. You can also adjust how many digit pairs are flagged as anomalous directly from the fullscreen view.
• When you reopen the selection data dialog to edit an existing random sample, your previous filter settings are preserved.

Co-Audit Chat

• Edit existing workpaper columns without deleting and recreating them. You can now ask Co-Audit to update an existing column's name, prompt, data type, or pass/fail icons — the change applies in place, preserving the column's position and history.
• Choose how AI columns analyze files per row. When asking Co-Audit to add an AI prompt column or testing attribute column, you can specify whether the AI should evaluate each file individually or summarize across all files for a given row.

File Processing

• Very large spreadsheet and CSV files now process correctly. Files such as journal entry exports with 50,000 or more rows were previously rejected as too complex to read. These files now upload and extract text successfully.
• CSV files with accented letters, special characters, or files created with European regional settings now process correctly. Files that previously failed to upload due to encoding issues will now work.

Workpaper Automations

• Running all automations on a workpaper is more reliable. A performance issue that caused automation runs to fail silently on large workpapers has been resolved.

Task Management

• Save any task as a reusable template from the breadcrumb menu at the top of any task page (auditor only). Set a name, description, visibility (Personal, Firm-wide, or Global), and tags. The dialog previews the task's structure and warns you if a template with the same name already exists, giving you the option to overwrite.
• Client users can submit their completed workpaper for auditor review from the task overview page. If the task is already in review, they can return it to To Do.

Other Improvements

• Keyboard shortcut for task search. Press Ctrl+F (or Cmd+F on Mac) on the engagement board to open the search bar without clicking the icon.
• Edited comments are now marked. Comments that have been modified show an "Edited" label; hovering over it shows the exact date and time of the last edit.
• Drag files directly onto the engagement library panel to upload without opening the file picker dialog.
• ZIP files uploaded to the engagement library are automatically extracted — each file inside is added as a separate document.

Tick Mark Improvements

• Combined footing/crossfooting badges in exported PDFs: When a number carries both a footing tick mark and a crossfooting tick mark, the annotated PDF now displays them together as a single badge (e.g. "F-1·CF-2") rather than printing one on top of the other. Exception marks appear before validation marks within the badge, consistent with the order shown on the cover sheet.
• Comment icon placement fixed: Comment icons in annotated PDFs now correctly sit beside wider combined tick mark badges without overlapping them.