Help Center
Go back to application
Help Center
Go back to application
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

AssureAI Release Note 26.1– January 2026

Welcome to the New Year with Assure AI! ✨

We’re back with fresh updates to make your experience even better:

  1. New for Non-Corporate clients – You can now adjust Owners’ Funds before generating financial statements.
  2. Following the successful launch of single-click ITR Excel for Genius & Computax, Assure AI now also supports ITR Excel generation in Winman format.

As always, we’ve included a few enhancements and bug fixes to ensure a smoother and better experience for you.

Here’s to a smarter and more seamless year ahead!

---------------------------------------------------------------------------------------

1. New Feature

1.1 Non-Corporate Clients - Owner's Fund

A new feature has been introduced for Non-Corporate clients that allows users to adjust Owners’ Funds before generating financial statements.

Separate tabs for Capital Account and Current Account, enabling users to update capital introduced, partner remuneration, interest earned on contributions, and any withdrawals made during the year.

This is an optional step to be used in case the user wants to update the figures in Owners’ Funds. If the tables are not updated by the user OR the screen is not visited, the system will automatically consider the existing vouchers in the books while generating the financial statements.

1.2 Single Click ITR download for Winman

After the successful roll-out of single click ITR Excel for Genius & Computax, Assure AI now allows users to generate ITR excel in the Winman format also. Winman tool supports the following client statuses:

1. Company - Corporate Format 2. Partnership and AOP - Non-Corporate format 3. Proprietorship Format

Additionally, support for proprietorship format of Genius has been included

Due to the limitations / constraints faced in getting customer's time for testing the Winman template, this feature is being released in deactivated mode for now.

For interested customers, this feature will be un-hidden in the live environment so that they can test it with their data and import to Winman.

2. Enhacements to Existing Features

2.1 Account Copy Data Entry

The screen has been enhanced to improve user experience:

  1. In the classification column, wherever mapping has not been done for the vouchers, “Not Mapped” is displayed in red to indicate that mapping is required.
  2. The remarks column has been enhanced to clearly highlight the need to add remarks.
  3. A full-screen view has been enabled.

Bulk Actions

The bulk update feature has been enhanced to have 2 options, bulk classify for classification of debit and credits and bulk update of remarks for selected vouches.

2.2 Raise Issues - Load Audit Program

2.1.1 Bulk Update

Bulk update is possible for the following actions: Resolve Issues , Close Issues , Re-open Issues , Mark as Pending , Reassign issues , Update Comments , Priority and Issue Type

2.2.2 All table columns now have have floating filters enabled for quick search/filtering.

2.3 Configure ITR Excel

1. Option to Round to nearest rupee’. If the toggle is switched on, the generated Excel will have all figures rounded, else, the amount can be show as it is - with paise

2. UI improvements based on user feedback

The fields on the screen have been rearranged to complete configuration for a selected client status in one-shot

The two tables to fill the “Total” fields and “Details” field are now placed in two separate tabs for better clarity

3. Bug Fixes

3.1 Ledger Classifictaion

1. When the screen resolution is low (size is low), “Closing stock mapping" tab was not visible. Fixed

2. When there are ledgers containing special characters (Tab, new line (Enter)) in the JSON, auto mapping of those ledgers in “Closing Stock mapping” was not working – Fixed.

3.2 Financial Statement Excel Export

1. Cell References - In the exported Excel financial, the drill-down from Notes to Details was broken in some cases - Fixed

3.3 Raise Issues

1. Issues which are assigned to the user and raised by the user were not shown in 'Issues' Dashboard - Fixed

2. Previously, the system allowed users to enter comments for issues without any character limit. A limit of 500 characters has now been set for comments.

*****




Powered by Product Fruits