Punchcard Sampling updates

Features

• AI responds in your language. CoAudit chat, cell reasoning, match agent, testing attributes, review checklists, and math validation notes all now reply in the language you write in. Write in French, get French back. English is the fallback when the language is ambiguous.

• Sampling handles European and regional number formats. Pasting EU-formatted amounts like 1.234,56 (dot as thousands separator, comma as decimal) is now recognized and parsed correctly without manual reformatting. MUS, Random, and Journal Entry threshold inputs — performance materiality, tolerable misstatement, floor amounts — also accept your firm's regional number format. Dates in day-first firms (e.g. DD/MM/YYYY) resolve correctly when the firm's format is configured; format tokens are case-insensitive, so dd/mm/yyyy and DD/MM/YYYY both work.

• Sampling PDF receipts use the firm's currency and date format. Currency amounts and dates in sampling reports now display in your firm's configured format. Currency symbols that can't be embedded in standard PDF fonts (₹, ₩, ₪, ₺, ₽, ₫) are shown as their standard three-letter codes (INR, KRW, ILS, TRY, RUB, VND) so values remain readable.

• Currency declared in source documents is preserved in the workpaper. When the AI extracts a dollar amount from a document and your firm is configured for euros, the cell now shows the dollar sign while the firm's separator style still applies. The source document's currency no longer gets replaced by the firm's display currency.

Workpaper improvements

• Multi-question AI cards now show a visible Next button. When the AI asks a series of questions, the primary button reads Next on each question (enabled once the current question is answered) and morphs to Submit on the final question. The previous keyboard shortcuts still work; the button makes the forward path discoverable.

• Arrow and Tab navigation no longer changes the file viewer or side panel. Moving between cells with arrow or Tab keys now updates the cell detail panel only. Opening the file viewer or switching the right sidebar still requires an explicit click.

• Escape key follows a clear priority order in the Workpaper. If the CoAudit chat is expanded full-screen, the first Escape collapses it. If a cell is selected, the next Escape clears it. If either side panel is open, the next Escape closes both.

• Workpaper load failures now show a Retry button. If the workpaper fails to load (for example, during a brief interruption), the page now shows a friendly message and a Retry button instead of a loading spinner with no way to recover.

• Re-run now always forces fresh results. Previously, re-running automations could silently produce no changes when the underlying data appeared unchanged. The Re-run action now always triggers a full re-evaluation.

• Circular column dependencies surface an immediate error. If two columns reference each other in a cycle, automations now fail right away with a clear message identifying the involved columns, instead of silently retrying.

• Bulk validate and flag now work correctly across multi-cell selections. Using Ctrl+click to select cells across multiple rows and then validating or flagging them in bulk now processes all selected cells, not just the first group.

• Citation highlights appear immediately after a match automation run. Clicking a citation in a freshly matched cell now highlights the correct location in the document viewer without needing a page refresh.

• Testing attribute results appear immediately after running. Pass (✓) and fail (✗) verdicts, evidence bullets, and citation highlights now appear in the grid as soon as a testing attribute automation completes, without requiring a page refresh.

• Validated cells no longer show anomaly indicator badges. Cells that have been accepted/validated no longer display the amber count badge. Rejected cells retain the badge since the anomalies are typically the reason for rejection.

• More citations now correctly highlight in the document viewer. The AI sometimes returns citations containing formatted text (HTML table markup, ellipsis spans, punctuation) that previously couldn't be located in the source document, leaving citation pills with no highlight. These citations now resolve correctly for a wider range of document formats.

Fixes

• Deleting a testing attribute in the Memo now confirms the result. If the server was unable to remove the attribute, the row is automatically restored and an error message is shown, rather than appearing deleted until the next page load.

• Sampling receipts are no longer downloaded automatically when saving. Clicking Save Data no longer triggers an immediate Excel and PDF download. The receipt is now included in the workpaper export. The per-datasource "Download sampling report" button still provides on-demand receipt downloads.

• Opening Notification Settings no longer freezes the page. Previously, opening and then closing the Notification Settings dialog could leave the page unresponsive until a full reload. This is now fixed.

• @mention suggestions no longer cover the word being typed. The suggestion popover now positions itself so it doesn't obscure the text you are typing, and the list scrolls correctly for long lists of results.

• Evidence and citation edits in the cell detail panel no longer silently fail. Editing or deleting an evidence bullet on a cell whose citation was matched from plain text (rather than a bounding box region) now saves correctly.

• Downloading a deleted file from the activity feed now shows a clear message. If a referenced file has been removed, clicking its download button now shows a "File unavailable" notice instead of failing silently.

• Double scrollbar in the chat sidebar on Windows and Linux is fixed. The CoAudit chat sidebar no longer renders its own vertical scrollbar alongside the message list's.

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.

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.