Punchcard PBC requests updates

Features

• Import Deep Analysis questions into Skills: Each existing Deep Analysis question now has an "Import to Skill" button that opens the Skills editor pre-filled with the question's content and name. The option to add new Deep Analysis questions has been replaced with a link to the Skills library — existing questions continue to run, edit, and delete as before.

Reliability Fixes

• Files still processing after upload no longer appear as failed: When a large file takes longer than expected to finish text recognition, the workpaper now shows a "still processing" notice rather than marking it as failed. The status updates automatically once processing completes, so there is no need to re-upload.

• Failed saves now revert to the last confirmed value: Across status changes, memo fields, review states, task names, and descriptions, a save that doesn't go through now reliably restores the field to the last value the server confirmed, instead of leaving it stuck in the unsaved state.

• Switching tasks no longer mixes up edits between tasks: A save started on one task will no longer affect the task you navigate to afterward. Each save stays in the context of the task where it was made.

• Review status changes now update all related items immediately: Accepting or clearing a review state on one workpaper item in a linked group now immediately reflects on the other items in that group in the same view, without requiring a refresh.

• Narrative card review badges stay in sync: Review status badges on narrative cards now consistently reflect the latest confirmed state, even when a save and a concurrent change arrive at the same time.

Bug Fixes

• Clicking a file in a request now opens it immediately. When browsing files attached to a request, clicking a file was dropping you to a top-level folder view instead of opening the file directly. You had to click a second time to actually see the file. That extra step is gone — one click now goes straight to the viewer.

• Image files no longer show two close buttons. When opening an image file (PNG, JPG, and similar formats) in the viewer, two close (×) buttons appeared in the header simultaneously. Only one close button now appears, as expected.

CoAudit Workpaper

• Circular column dependencies are blocked the moment you create them: if a formula, column reference, acceptance criteria prompt, or column name change would form a cycle with existing columns, the edit is rejected before it saves — the warning banner appears immediately with clickable column badges identifying every column involved, so you can correct the issue without navigating away. Only the specific edit that would introduce the new cycle is blocked; unrelated changes and recovery edits on a workpaper that already has a pre-existing cycle proceed normally.

• Clear message when file association conflicts with a running automation: if you try to match or drop a file onto records that are currently being updated by a running automation, you now receive an actionable message — "These records are being updated by another operation. Please retry in a moment." — instead of the operation hanging silently for several minutes before failing.

Activity Feed

• Client filter now correctly scopes the feed: selecting a client organization in the activity feed filter now actually narrows results to that client's activity. Previously, choosing a client appeared to apply a filter but continued showing activity across all clients.

AI Chat

• More reliable during long or data-heavy sessions: improvements to how the AI assistant manages context across extended audit sessions reduce the likelihood of unexpected failures or incomplete responses when working through large workpapers or multi-step automations.

General

• Expired sessions redirect to sign-in: when your session expires and cannot be automatically renewed, you are now taken to the sign-in screen instead of encountering a confusing error with no clear path forward.

• Simultaneous tick mark applications no longer conflict: if two auditors apply the same tick mark at the same time, both operations now complete successfully instead of one of them returning an error.

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.

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 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.

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.

Bug Fixes

• Deleting tasks with many attached files now completes reliably. Previously, deleting a task with a large number of files could fail partway through, leaving the task in an inconsistent state. The deletion now runs to completion every time.
• An unexpected error message on certain page transitions is resolved. Some users were occasionally shown an "unexpected response" error when the app redirected them between pages — for example, after a session change or when accessing a page they don't have permission to view. These redirects now work smoothly without showing an error.

Improvements

• Applying a template is now instant. The intermediate document group mapping screen has been removed from the template apply flow. Selecting a template and clicking Apply creates the task immediately — no extra confirmation step required.

• Email invites accept any paste format. When adding team members or clients to an engagement, you can now paste addresses in any common format: space-separated, comma-separated, one per line, or directly from Outlook ("First Last <email@firm.com>"). Invalid addresses are flagged inline before the invite is sent, so you can fix them on the spot instead of hitting a generic error after the fact.

• Foot/Crossfoot calculator lists operands in document order. Values in the F/CF calculator are now shown in the order they appear in the PDF — page by page, top to bottom — making it straightforward to trace each number back to its location in the source document.

Bug Fixes

• "Apply Valid" / "Apply Exception" no longer fails after a tick mark is removed. Re-applying a footing result to a number that previously had its tick mark removed now succeeds as expected, instead of showing a "Failed to finalize calculation" error.

• AI chat panel no longer goes blank during streaming. An issue that caused the chat panel to crash and stop rendering while a response was being generated has been fixed.

• Workpaper page is stable on long-running engagements. An issue causing the workpaper page to crash on engagements with a long activity history has been resolved.

EU Number Formatting

• European-formatted numbers are now fully supported across math validation and financial statement review. Firms using commas as decimal separators and periods as thousands separators (e.g. "1.234,56") will see numbers parse, foot, and display correctly throughout workpapers and the FSR review sidebar — previously these were misread or shown in US format.
• Multi-group European integers like "1.234.567" are now correctly recognized as whole numbers rather than being truncated.

Task Creation

• After creating a task from a template, you're taken directly to the most relevant page — the Workpaper for templates that include data sources, the Review page for document-review tasks, and the Overview for everything else. Previously, template-based tasks would sometimes drop you on the wrong page.
• A one-time "New: Reuse groups in templates" tip appears the first time you reach the template reconciliation screen, with a matching tip the first time you use "Use Existing" in the workflow sidebar. Both dismiss with a single "Got it" click.

Workpaper

• The Problems panel no longer shows a misleading entry before analysis has been run. Every new workpaper used to show a permanent informational row prompting you to run analysis — even when nothing was actually wrong. That entry is removed; the panel now only surfaces real issues.
• The Problems panel is visually cleaner: Fix with Co-Audit buttons on category rows now appear on hover (matching the per-row behavior), and the severity count badges next to category names have been removed.
• Automations run on shared document groups now show their progress and results correctly in the chat. Previously, the progress card could appear empty and results might never arrive in the chat when a data source was shared across tasks.

PDF Viewer

• The annotation drawing tool remembers your last-used color between sessions. The default color is now grey (previously red), and your chosen color is restored the next time you open a file.
• The FSR sidebar now shows "No findings yet" when no results are present, more accurately reflecting that running a test will produce output.

New Features

• AI-produced files in task chat. The Co-Audit agent can now build custom Excel spreadsheets, Word documents, and PDFs directly in the chat — not just describe what to do, but hand you the finished file. Ask for things like "build a loan schedule with a separate sheet per vendor" or "fill this form from our workpaper data" and a colored download chip appears at the end of the response. The agent can also read evidence and reference files already attached to the task when building its output.

• Move and Copy matched evidence. Right-clicking a matched row in the workpaper now offers a Move or Copy option under "Move to":

  • Move — removes the original match and creates it under the chosen parent row, with a preview of all downstream records that will be affected before you confirm.
  • Copy — adds a second association without touching the original, useful when the same evidence belongs under multiple parents.

• Run on empty match cells. Right-clicking an empty match column cell on a parent row now shows a Run option alongside "Pick document," so you can ask the agent to fill the match automatically rather than picking a file manually.

Improvements

• Template reconciliation is faster and clearer. When applying a template whose document groups share names with groups already in your engagement, the reconciliation screen now:

  • Lets you type a custom name when creating a new group (formula references update automatically).
  • Shows a "Client request · ID" chip next to any reuse option that's already shared with clients, and warns you that client uploads will continue going to the original task — so you know the upload ownership consequence before confirming.
  • Skips the screen entirely when there are no naming conflicts, jumping straight to a one-click Apply summary.
  • Highlights inline when two rows would resolve to the same name.

• First-run modal is simpler. When you open the Run dialog on a scope that has never been run, you now see just the scope description and a single Run button. The breakdown table and duplicate Re-run button only appear after something in the scope has been run.

• Remove Match is consistent everywhere. The consequence preview — showing how many downstream matched rows will be removed — now appears regardless of whether you use the grid right-click menu, the cell-detail panel, or the document-detail panel.

• Document group picker shows more context. The "Use Existing Document Group" panel now displays a file count badge on each group row, and task labels include the short task ID for faster scanning.

• AI artifact sessions start faster. The Co-Audit agent's file-building sessions now reach a ready state noticeably faster than before.

• Better AI model for EU users. The default AI model for auditors in the EU region has been upgraded to match the model used in the US.

Bug Fixes

• Co-Audit sidebar no longer splits in two. Opening "Fix with Co-Audit" from the Problems tab previously rendered a duplicate strip of recent chats below the chat panel. The chat panel now takes the full sidebar height as expected.

• Download chip appears once on saved chats. Reopening a chat that contained an AI-produced file used to show the download chip twice. It now appears exactly once.

• Template column setting for "run on no match" is now preserved. A per-column setting that controls whether the agent runs when no evidence match is found was being silently dropped when saving or applying templates. It now round-trips correctly.

Improvements

• Add Value stays accessible during operand assignment: When building a foot/crossfoot calculation by lassoing numbers one at a time, the Add Value button now remains visible even while a previous number is waiting for its row and column to be identified. You can keep adding numbers to the calculation without the button disappearing mid-flow.

• Row footing and column crossfooting are tracked as separate annotations: Tick marks for row footing and column crossfooting on the same number now coexist independently. Placing a column crossfooting no longer silently upgrades an existing row footing to Confirmed — both marks are preserved and reflect their correct direction.

Bug Fixes

• Task template description is now optional: The Save button in the Save-as-Template dialog is no longer disabled when the description field is empty. Templates can be saved without a description.

• Template save errors are now specific: When saving a template fails, the dialog now displays the actual reason (for example, if the source task is no longer available) instead of a generic "Please try again" message.

• Deleted-chat links no longer cause errors: Opening a link to a chat that was deleted, or restoring a session where the last active chat no longer exists, no longer produces an unexpected error.

New Features

• Workflow diagram in workpaper: A new interactive diagram in the workpaper sidebar visualizes all datasources as cards with connecting edges. Each card shows its type (Table Data, Client, or Auditor), column and file counts, and yellow warning banners when selection data or files are missing. Action buttons at the bottom let you run all automations or drill into per-datasource options — including a "Fill Empty" mode that skips cells that already have values.

• Context picker in task chat: An attachment popover now lets you choose exactly which files to include in your chat message. Files are grouped by datasource with "Select all / Deselect all" per group, a filename search, and a count badge. In task chat, a "Paste Selection Data" action opens the Add/Edit Selections modal directly from the chat panel — no need to navigate to the workpaper first.

• Chat can navigate directly to a sampling form: The Co-Audit Agent can now deep-link you to the workpaper and automatically open the selection data modal pre-set to a specific sampling method (Random, MUS, High Value, or JE Testing) — so following an AI recommendation takes you straight to configuration.

• Workpaper onboarding now offers two starting paths: When setting up a new workpaper, you can choose "Add Selections" (opens the import modal right away) or "No Selections" (proceed directly to naming a document group), matching how you actually want to begin.

Improvements

• Clearer selection data controls: The workpaper datasource toolbar now shows an "Add Selection Data" button when no data exists, and an "Edit Selection Data" split button when data is present. The split button separates "Replace Selection Data" (clear and re-import, including changing headers) from "Append Rows" (add rows while preserving existing column structure).

• Done tasks visible by default on the board: Completed tasks now appear on the board by default. Use the "Completed issues" filter to hide them — opting in to hiding rather than opting in to seeing.

• Status change confirmation when selection data is missing: When moving a client-visible task to a status clients can see, and the task has no pasted selection data, a confirmation dialog now appears. It lists each affected task and requires an acknowledgement before proceeding — preventing accidental client exposure of requests without data.

• Library file preview improvements: The library now shows a graceful fallback for corrupt or unreadable PDFs instead of a blank error. Excel previews include sheet tab navigation so you can browse between tabs.

• Welcome email errors now show the specific reason: If sending a welcome email to an auditor or client fails, the notification now shows the specific cause (e.g., "on suppression list — contact support to remove") instead of a generic error.

Improvements

• New Engagement form: The Create button now stays disabled until the engagement name is entered, making it clear when the form is ready to submit.
• Activity Feed filters: Filter labels have been updated to plain language — People, Activity Type, and Client replace the previous technical labels, making it easier to find what you're looking for.

New Features

• PDF citation highlighting in chat: When the AI references a value from a source document, it can now pin the exact region directly in the document viewer — not just quote the text. Click the citation to jump to the highlighted area in the PDF. Available in task chat once document context exists (file reads, attachments, or extraction results); available in Co-Audit Chat whenever attachments are present in the conversation.

Improvements

• Engagement variable context management in chat: In long AI chat sessions, previously fetched engagement variable values are automatically compacted out of the AI's working context and replaced with a lightweight reference — keeps sessions running cleanly without hitting context limits. The AI re-fetches the value automatically if it's needed again.
• New Client button on client detail page: You can now create a new client directly from a client's detail page header without navigating back to the client list.

Bug Fixes

• Match column "matched manually" label corrected: The "This file was matched manually" tooltip on workpaper match cells now only appears when a file was genuinely assigned by hand. Files matched by the AI agent or rules-based matching no longer carry this label.
• Duplicate client name validation: Attempting to create a client organization with a name that already exists in your firm now surfaces an inline error ("A client with this name already exists") immediately, rather than failing without clear feedback.

Improvements

• Roll forward no longer carries stale prior-year variable values: Engagement variables linked to workpaper columns (synced variables) are now left blank when rolling an engagement forward — they populate automatically when the destination workpaper runs. User-set variable values continue to carry forward as before.
• Re-running roll-forward is safer: Re-running against an existing destination no longer overwrites synced variable values that the destination workpaper has already populated.
• Roll Forward dialog always pre-populates from completed engagements: Navigating to Roll Forward from a prior-year engagement marked as Done now correctly pre-selects the client and engagement, even if engagement data is still loading.

AI Chat

• Look up engagement variables in Co-Audit Chat: The AI can now list all engagement variable names and retrieve the current value of any specific variable (e.g. "What's the materiality threshold?"). Works in both task chat and standalone chat.

Bug Fixes

• 404 pages redirect to your engagement: Navigating to an unknown or mistyped URL no longer leaves you on a dead-end error page — authenticated users are automatically redirected to their most recent engagement.

New Features

• FSR PDF exports now open with a structured cover sheet. The prepended cover sheet provides a full tick-mark index in two sections — §01 lists every flagged exception with its mode, tick-mark identifier, description, and reviewer notes; §02 is a complete index organized by mode (PY → IC → F/CF). Every row is a clickable internal link that jumps directly to the matching page in the financial statements (and to the exact on-page location when a bounding box is available). The cover sheet also includes a masthead (client name, engagement title, reporting period) and a six-entry tick-mark legend, making the exported PDF self-contained for offline review.

Bug Fixes

• Cloned engagements: reference and library files are now accessible to all recipients. Previously, auditors provisioned via a sandbox clone were denied download and viewer access to reference and library files because file ownership still pointed to the source engagement. Files are now correctly scoped to the destination task, and access is restored immediately for all clone recipients — including non-admin auditors.

• Engagement board: disabled board pills now show real counts and smarter guidance. When the Requests or Tasks board is turned off in engagement settings, the pill now shows the actual task or request count instead of a hardcoded zero. If hidden tasks exist — for example, after cloning from an ALL-visibility engagement — the tooltip explicitly flags it: "This engagement has client-visible requests but the board is hidden. Enable it in engagement settings." When the count is zero, the original shorter tooltip is shown. Auditors can now tell at a glance whether there are tasks waiting on them vs. whether the board is simply unused.

• Automation progress cards are more accurate after network interruptions. On reconnect following a pod rotation, stale failure markers in the automation progress card are immediately replaced by the correct live status if the background retry has already succeeded — no more misleading red indicators on automations that actually completed. In the AI chat run card: a "Reconnecting…" pill appears during brief connectivity gaps so in-progress runs look like transient buffering rather than failures; the "Analysis skipped" warning is suppressed while a run is still in flight and only surfaces after the run reaches a terminal state; and Cancel now reliably targets the correct run by its unique ID rather than the short automation ID.

New

• Automatic client-upload enrollment: document group datasources added to a task that is already client-visible are now automatically set up for client uploads at creation time — no need to manually toggle "Provided by: Client" afterward.
• Co-Audit Agent row pagination: the agent can now page through large datasource tables (default 20 rows per call, up to 100 per request with offset support) and filter by specific columns — reducing incomplete or truncated reads on wide or high-row-count tables.

Improvements

• Unsupported file formats now download automatically: clicking a file in the file explorer that cannot be previewed triggers a browser download instead of failing silently.
• Clear message for deleted files: if a file has been removed, the viewer now shows "This file is no longer available — it may have been deleted." instead of a generic error.

Fixes

• Memo auto-saves are more resilient — edge cases that previously caused silent save failures are now handled correctly.
• Resolving multiple comments at once is faster — previously sent one request per comment, now resolved in a single call.
• Stale chat sessions are cleaned up correctly when a chat no longer exists in the list.

New Features

• Template share links: Copy a universal link to any task template directly from the template preview header. Recipients are taken to their own board with the Add modal already open to that template's focused preview — no searching required.
• Template deep-link: Boards opened with a ?templateId URL (e.g. from a shared template link) jump straight to that template's focused preview; an error toast appears if the template is unavailable or inaccessible.

Improvements

• Roll Forward now preserves more: rolling tasks into a new engagement carries over categories, memo fields (Purpose, Source, Scope, Procedures), and datasource column structure. Task status resets to To Do; conclusions are intentionally left blank. Engagement variables are cloned with their workpaper column links intact; re-running roll-forward removes any stale column links that were disconnected in the source since the last run.
• Add task modal context: when opened from an engagement, the client and engagement are now pre-selected from the current URL even before the page context has fully loaded. Client and engagement dropdowns scroll when the list is long.
• Task description editing: external changes to a task description (e.g. from AI chat) now apply in-place without reloading the editor — cursor position and focus are preserved mid-keystroke. Saving your own changes no longer briefly echoes back to the same tab.
• Formula columns on Collective output: formula columns that reference a Collective retrieval column now reduce the multi-value result sensibly — numbers are summed, dates become a min–max range, booleans check that all values are truthy, and text values are deduplicated and joined.
• Semantic search on Excel and CSV files: files without vector embeddings (Excel, CSV) now automatically fall back to trigram keyword search so they appear in semantic search results even before the embedding pipeline has run.
• Sandbox reset reliability: resetting a sandbox engagement now performs an atomic swap — the new copy replaces the old one with the same short identifier preserved. If the clone fails, the original is left intact and the reset can be retried. The board auto-refreshes on completion.

Bug Fixes

• Engagement access errors: navigating to an engagement you cannot access or that no longer exists now shows a descriptive error page instead of an infinite loading spinner. Auditors see guidance to ask an admin to add them; clients are told to contact their auditor. A Go to home button is shown in both cases.
• Clients page access: non-auditor users are now correctly blocked from /clients routes at the middleware layer and redirected to home, rather than reaching an error state.

New Features

• Memo fields in task templates: Templates now capture the task memo — Purpose, Source, Scope, and Procedures — when saved. When you create a task from a template, those fields are pre-filled automatically. The template browser also shows a read-only Memo preview before you select, so you know what setup content will be applied. Conclusion is intentionally excluded (it's per-audit sign-off content, not template material).
• Full-screen task chat: A new expand button in the task chat sidebar header widens the chat panel to fill the screen, giving more room for longer AI-assisted review sessions. Press ESC or click the collapse button to return to the normal layout.

Improvements

• Workflow builder retired: The inline workflow builder has been removed from Co-Audit Chat. Workpapers are now created directly via task creation. Existing conversations that used workflow builder tools display an inline notice in place of the old tool cards.

Bug Fixes

• Comment errors now visible: Comment submissions that failed silently (403 error) now show an error toast so you know the comment didn't go through.
• Bulk-review cross-datasource cells: Fixed bulk-review and right-click review not correctly picking up cross-datasource and top-level cells.
• Deep analysis progress indicator: The in-progress spinner now appears correctly when running a single-question deep analysis.
• Duplicate task preserves Conclusion: Duplicating a task now correctly retains the Conclusion memo field on the copy.

AI & Chat

• Post-run automation summary: After triggering a workpaper automation from chat, the AI now automatically follows up with a ranked summary of proposed fix groups — most impactful changes first, with representative before/after examples — and asks for your authorization to apply them. If the run failed, it explains what went wrong. This summary appears immediately after the run and persists on subsequent chat revisits.
• Engagement search when creating tasks: When asking the AI to create a task from chat, you can now refer to an engagement by name, client, or short ID (e.g. "QA agentive") and the AI will filter to the right match. If nothing matches, you'll get a helpful suggestion rather than an error.

Workpaper

• Match source markers: Cells in match agent columns now display a small superscript on the passing icon showing how each protected record was sourced — ᶜ for client-assigned records, ᴹ for manually protected or matched records, and no suffix for agent-auto-matched records. These markers are preserved when exporting to Excel.
• Lasso deduplication: Manually lassoing a PDF region for a record that already exists (same file, same parent) now updates and promotes that row in place rather than inserting a duplicate row.
• Manual match acceptance deduplication: Manually accepting a file or record match in a match-agent datasource now promotes any existing agent-created rows for the same file/parent combination rather than creating duplicates — ensuring your manual acceptance survives the next agent cleanup pass.

Features

• Co-Audit Chat — The AI assistant has been renamed from "Copilot" to Co-Audit Agent across the platform, reflecting its deeper integration into the audit workflow.
• In-chat navigation — Ask the Co-Audit Agent to take you anywhere on the platform and it will present a confirmation card ("Navigate to [page]?") before moving you there. Your chat history carries forward when navigating to pages with a chat area (workpaper, overview, request table, task chat), so you never lose context mid-conversation.
• Task search and discovery from chat — The Co-Audit Agent can now search for tasks by name, description, or short identifier across all your engagements, and list all engagements you have access to — directly from the chat input.
• Create tasks from chat — Ask the agent to create a new task and it will do so without leaving the conversation. You can create blank tasks or instantiate from a firm template (pre-configured with datasources, columns, and automations). A "Task created" card appears with Go to task / Stay here options, and your current chat carries forward to the new task.
• Acceptance criteria tools in workpaper chat — The Co-Audit Agent can now list, create, edit, delete, and run acceptance criteria on a workpaper datasource directly from the task chat. Deletion requires explicit user approval. The agent will not proactively create acceptance criteria — it only acts when you ask.

Improvements

• File search is more powerful — searchFilePages now supports regex patterns, page ranges, case-sensitive mode, and word/line-based context extraction. It also auto-detects total page count to prevent out-of-range searches, skips pages that error rather than treating them as matches, and returns a clean error immediately for inaccessible files.
• Deep analysis survives page refreshes — Run status (running / completed / error) is now persisted server-side. If you refresh the workpaper while a deep analysis is in progress, the spinner is restored immediately and the run continues uninterrupted.
• Deep analysis progress card stays in sync on reconnect — If your WebSocket reconnects mid-run, the deep analysis progress card is updated in place rather than being dropped or duplicated.

New Features

• Export chat to Word: Download the full conversation from any task chat as a .docx file — available in the three-dot menu in the task chat sidebar.
• Engagement disambiguation: When multiple engagements share the same short identifier (e.g. ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen.

Improvements

• AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
• FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.

Bug Fixes

• Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
• Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.