Help Center
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Step by Step Onboarding Process
Onboarding Mail Data Collection
Basic Settings
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

Additional Comments

In addition to the various comments and disclosures that are to be appended to Financial Statements, certain additional notes/comments need to go as part of the financial statement note section, for eg, various additional details to be given as part of the Note about Long Term and Short Term Borrowings, etc.

For doing this, there is an 'Additional Comments' button available in the Statement Generation Page, where the user can select the Head / Subhead where these additional comments are to be specified.

On the Generate Final Statement screen, AssureAI allows users to enter additional comments at:

  1. Head Level
  2. Subhead Level
  3. Equity Shareholder Listing
  4. Preference Shareholder Listing

1. Head Level 

The 'Add Comment' button allows users to add comments at a Head Level in the notes section of the financial statement.

The drop-down lists all active Heads in the Financial Statement for which users can add comments. 

2. SubHead Level

1. The user can add comments under ‘ Sub- Head Level’ and choose the sub-head under which the comments are to be displayed. 
2. The additional feature fir sub-heads in the position where the comments are to be displayed as Above , Below and Replace . 

Comments can also be added at a Subhead level by clicking on the 'Add Comment' button.

3. Equity Shareholder Listing

The share capital details for Note 1 can be entered into this section. Default comments are added to the section; however, if required, the user can change the comments. 

4. Preference Shareholder Listing 

For each type of preference share added to the client onboarding screen, a tab is included in the comments page. AssureAI does not populate any predefined comments for preference shares. Based on the type of share, comments can be entered by the user to be included in Note -1 

5. Additional Features - Copy From 

1. The user can re-use the comments added from the previous year Financial statements or use the comments added for another client. 
2. When choosing another client’s comments the user needs to choose the client name and the FY  ( Select Assignment) from which the comments have to be added.

 

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