AssureAI Release Note- July 2024 

Tally ERP9 shuts down when I try to export a JSON

Tally JSON export : Getting the error "Failed to create file"

Mapping submission failed

Trial Balance does not tally

Data Validation - Does Trial Balance Tally?

Import Trial Balance using Excel template

Onboarding Mail 

Data Collection

Add CA Firm / CA Signatory

AssureAI May 2024 Release - Financial Statement Excel corrections

Tangible & Intangible Assets

Tally Plugin Setup for Tally Prime

Preliminary Engagement

Audit Tasks - Other Tasks and Sub -Tasks

Ledger View

Tally Plugin Setup For Tally ERP-9

Ledger Reconcilation

Ledger Scrutiny

  Preliminary Tasks - Data Validation 

Data Validation - Opening Balance Verification Status

Data Validation - Cash Negative Balance Verification Status

Clause21(d) B- Section 40A(3A)

Voucher Verification

Configure Ledger Scrutiny Rules

How to add the same client user for two clients / Solve duplicate Client user error

How to initiate Fixed Assets Automation for existing clients?

How to correct Automated Forex adjustments in Tally PRIME

Previous year numbers are not displayed in comparative statement

Form 3CD Annexures - Enable from Assignment  

How to resolve Ledger Reconciliation failure when Tally PRIME has FOREX adjustment entries?

Clause 23- Section 40A(2b)

Clause 26-Section 43(B)

Clause 21(d)A- Section 40A(3)

Unable to Reset Password

Final Review Snapshot

How do I finalize data for a particular year?

"Is it possible to map a loan account to two accounts viz.: Long term and short term?"

Getting the error "Please finalize data for the previous year before trying to load data for this year" when clicking "Load assignment"

Unable to set password using the link

 How can I check if the Tally plugin is already installed on my machine

Tally plug-in not working - getting an error "You are not authorized to perform this operation"

Getting the error - Please rename the ledger "Reserved and Surplus" when I try to export JSON on Tally

User sees message " 'You are not authorized for this Assignment."

Submit button is disabled in ledger classification

Adding Manual Entries

Related Party Ledgers

Display Name of Sub-Head

Tally JSON import failed

How to increase the virtual memory?

Tally export takes a long time

AssureAI - How to configure Tally plugin in Tally ERP9

Determine Materiality Task

Document Request Module

Login Audit Report

Financial Statement: Why am I not seeing the Previous year balances of Debtors and Creditors in Details

Financial Statement Excel : Why are some cells highlighted in Orange, how to get rid of those?

How do I start Determine Materilaity task ? 

How to choose benchmarks for Determine Materiality? 

Add Team Members

Points to verify Before Exporting data (Json File) from Tally

Set Client Preferences

Assignment Planning

 Upload Customer ITR JSON or XML

Ledger Classification

Ageing Analysis

Clause-31(a) – Section 269SS

Clause-31(C) – Section 269T

Clause 20(b) - Section 36(1)(va)

Audit Workflow automation Phase1  - April 2024

Audit Workflow automation- Phase 1.1 Release - May 2024

AssureAI – Release Note - December 2023

AssureAI – Release Note : September 2023

AssureAI Version 2.1 - July 2022 

AssureAI Version 2.0 - May 2022

AssureAI - Release 21.11.1 - November 2021

Audit Tasks Execution - Letter ( task requiring only auditor signature)

Import Books of Accounts (with Transactions)

Audit Tasks Execution - Questionnaire / Checklist Templates 

3CD Cash Condition - Check Cash Condition for Tax Audit (Proviso to 44AB(a))

Assignment Dashboard - View

Generate Tally JSON

Import from Zoho Books

De-link Accounts and Inventory 

Multi Currency Accounting Entry - Tally ERP 9

Imports Books of Accounts from Tally - Import JSON

Multi Currency Accounting Entry - Tally Prime

AssureAI Release Note  - February 2025

Excel export fails for Revised Schedule 3 consolidated final statement

Configure Add-on Features

FSLI Testing - Head Level View 

FSLI Testing - Configuration of Testing Procedures

Add Comments

FSLI Testing - Sub-Head Level Testing 

ITR Excel  - Computax

Audit Tasks - Workflow 

Identified & Corrected Misstatement Task - Step-1 : Record Identified Misstatements

Identified & Corrected Misstatement Task - Step-2 : Record Corrected Misstatements

Identified & Corrected Misstatement Task : 'Accept Changes' Flow

Audit Task- Planning Mode

Step by Step Onboarding Process

Basic Settings

Add Client

Assignment Dashboard

Client Preferences and Assignment Planning

Preliminary Tasks

Import Books

Data Validation

Ledger Reconciliation

Version History

Statement Preparation

Audit Task

Field work

Form 3CD Annexures 

Field Work & Statement Generation Settings

Raise Issues Module

####Task and Team Management

Load Audit Program 

AskAI 

Troubleshooting

Release Notes 

Task Management Settings 

Go back to application

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