Help Center
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Help Center
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Step by Step Onboarding Process
Onboarding Mail Data Collection
Basic Settings
Tally Plugin Setup for Tally PrimeTally Plugin Setup For Tally ERP-9
Add Client
Add CA Firm / CA SignatoryAdd Team MembersAdd New Clients Upload Customer ITR JSON or XMLClients Details- CompanyAdd Preference Share Details Clients Details- Partnership FirmClient Creation for Multi Division ClientsCreate Client Users
Assignment Dashboard
Client Preferences and Assignment Planning
Set Client PreferencesAssignment Planning
Preliminary Tasks
Statement Preparation
Tangible & Intangible AssetsVoucher EntryAgeing AnalysisIMPORT - Bulk update feature in Ageing AnalysisMSME Ageing - Section 43B(h) - 45 Days Payment RuleAccount Copy EntryComments And DisclosuresDraft Statement Generation Final Statement Additional Comments Ledger ReclassificationStatement Format - Non-Corporate NewStatement Generation - Customizable DOCX, PDF and Excel ExportStatement Generation - Share Capital Notes Un-finalize Final StatementFinancial Statement Preparation - Available formats for Tangible and Intangible assets schedule ITR Excel  - GeniusITR Excel - Computax Owner’s Fund
Audit Task
Preliminary EngagementAudit Tasks - Other Tasks and Sub -TasksLedger View
Field work
Field Work & Statement Generation Settings
Raise Issues Module
Raise Issues - Annual AuditIssues Dashboard - Load Audit ProgramBulk Update of Issues - Load Audit Program
Document Request Module
Document Request Module
Login Audit Report
Login Audit Report
Load Audit Program
Audit Task- Planning ModeAudit Tasks - Execution ModeAudit Tasks - Workflow Configure Tasks - ChecklistConfigure Tasks - Letter Audit Tasks Execution - Questionnaire / Checklist Templates Audit Tasks - Letter - Fill Letter TagsAudit Tasks Execution - Letter ( task requiring only auditor signature)Audit Tasks Execution - Letter ( task requiring only client signature)Audit Tasks Execution - Letter ( task requiring both auditor & client signatures)Audit Documentation - Single click workpaperAdd Adhoc Attachments Add CommentsDetermine Materiality TaskFSLI Testing - Configuration of Testing ProceduresFSLI Testing - Head Level View FSLI Testing - Sub-Head Level Testing FSLI Testing - Ledger Level TestingIdentified & Corrected Misstatement Task - Step-1 : Record Identified MisstatementsIdentified & Corrected Misstatement Task - Step-2 : Record Corrected MisstatementsIdentified & Corrected Misstatement Task : 'Accept Changes' FlowBinder - ConfigurationBinder - Generation Download Binder
AskAI
Troubleshooting
Tally plug-in not working - getting an error "You are not authorized to perform this operation"Tally export takes a long timeTally ERP9 shuts down when I try to export a JSONTally JSON export : Getting the error "Failed to create file"How to increase the virtual memory? How can I check if the Tally plugin is already installed on my machineHow to correct Automated Forex adjustments in Tally PRIMEHow to resolve Ledger Reconciliation failure when Tally PRIME has FOREX adjustment entries?How to initiate Fixed Assets Automation for existing clients?Previous year numbers are not displayed in comparative statementUser sees message " 'You are not authorized for this Assignment."Submit button is disabled in ledger classificationMapping submission failedGetting the error - Please rename the ledger "Reserved and Surplus" when I try to export JSON on TallyAdding Manual EntriesRelated Party LedgersDisplay Name of Sub-HeadTally JSON import failedTrial Balance does not tallyGetting the error "Please finalize data for the previous year before trying to load data for this year" when clicking "Load assignment"Unable to Reset PasswordHow 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?"Unable to set password using the linkAssureAI - How to configure Tally plugin in Tally ERP9How to add the same client user for two clients / Solve duplicate Client user errorFinancial Statement: Why am I not seeing the Previous year balances of Debtors and Creditors in DetailsFinancial 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? Excel export fails for Revised Schedule 3 consolidated final statementWill the Financial Statements display of line items with zero balances in the Balance Sheet and Profit & Loss statements
Release Notes
AssureAI - Release 21.11.1 - November 2021AssureAI Version 2.0 - May 2022AssureAI Version 2.1 - July 2022 AssureAI – Release Note : September 2023AssureAI – Release Note - December 2023Audit Workflow automation Phase1 - April 2024AssureAI May 2024 Release - Financial Statement Excel correctionsAudit Workflow automation- Phase 1.1 Release - May 2024AssureAI Release Note- July 2024 AssureAI Release Note - February 2025AssureAI Release Note - April 2025AssureAI Release - June 2025 [Annual Audit Enhancements - Phase 1 Release]AssureAI - Release Note - Annual Audit (Preaudit) Enhancements Phase 2 - August 2025AssureAI Release Note- Patch Fix - Annual Audit Enhancements Phase2 - August 2025AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 3 AssureAI Release Note -Genius ITR Excel AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 4AssureAI Release Note- Annual Audit Enhancements Phase2 - Patch Fix 5AssureAI Release Note – December 2025 [Annual Audit (Preaudit) Enhancements - Phase 3]AssureAI Release Note 26.1– January 2026 AssureAI Release Note 26.2– March 2026
Task Management Settings
Assignment Type ConfigurationAdd/ Edit Assignment Types - Basic AttributesLink Status CodesConfigure TasksConfigure Add-on Features

Add Team Members

Add Team Members

1. The screen displays an option to filter and see the active and inactive users in the firm. The pie chart on the top indicates the number of users under each category. 

2. Uses can activate/ deactivate the users by using the toggle button under the actions column. 

3. New/ Additional users can be added to the team members by clicking on the "Add" button. 

"Roles - Click here to know more?" The link opens a PDF clarifying to the users how to choose roles;  various roles are available in the system to allow the users to access the features / clients on a need-to-know basis.

  1. Administrator role be added to any other role to give the user access to the configuration screens.
  2. The user roles PDF in the previous slide details all access rules and restrictions.
  3. Allow IP Address:  Update the filed to allow the user of the firm to access the application from the given IP addresses only.

External Auditor

When the user is added/edited and assigned the role of an External Auditor, the screen additionally lists the entire set of clients in the firm. Users will have to choose the clients for which the external auditor has access to. 

https://assure-documentation.s3.ap-south-1.amazonaws.com/task-management/AssureAI_User_Roles.pdf

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