Help Center
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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

Bulk Update of Issues - Load Audit Program

Upon selecting a checkbox for the issues raised, the bulk update button will be enabled.

The bulk update option is enabled for updating 1 or multiple issues at the same time. The drop-down for bulk update has the following options :

  1. Resolve Issues
  2. Close Issues
  3. Reopen Issues
  4. Mark as Pending
  5. Reassign Issues
  6. Update Comments
  7. Update Priority
  8. Update Issue Type

1. Update Priority

When the user selects the option to update the priority. the pop up for changing priority is displayed

The drop-down for priority update should list: High, Medium, and Low.

When the user makes the selection from the drop-down and clicks on submit, the system shares a confirmation message, and upon confirmation, the change is updated for all selected issues.

2. Update Issue Type

When the user selects the option to update the issue type. the pop up for changing the issue type is displayed

The drop-down for issue type update should list: Fixed Assets, Own Fund, Income Analysis, Expense Analysis, and Action Item Clarification.

When the user makes the selection from the drop-down and clicks on submit, the system asks for a confirmation message, and upon confirmation, the change is updated for all selected issues.


3. Reassign Issues

When the user selects the option to update Assigned to, the pop-up for changing the assignee is displayed. The drop-down for the Assigned To update will list all active firm users and client users.

The user can select more than 1 assignee while editing.

When the user makes the selection from the drop-down and clicks on submit, the system asks for a confirmation message, and upon confirmation, the change is updated for all selected issues.




4. Update Comments

When the user selects the option to update Comments, the pop-up for adding comments is displayed.

The pop-up screen displays a text box for the user to enter the comments

The default display will be an empty text box, and even if the user has entered any comments for the issue previously, the comments will not be displayed here.



5. Status Update Options

The table displays the current status of issues and the corresponding change options available for each status. Changes are permitted only in the specific combinations defined below.


5.1 Mark as Pending

Only issues that are in the status Open or Reopened can be marked as Pending. If the user selects issues with different statuses, the bulk update of statuses cannot be done. The system shares an error message.

When the correct statuses of the issues are selected for update and moved to Pending, the system asks for a confirmation message, and upon confirmation, the change is updated for all selected issues.

5.2 Close Issues

Only issues that are in the status Resolved can be marked as closed. If the user selects issues with different statuses, the bulk update of statuses cannot be done. The system shares an error message.

5.3 Resolve Issues

Only issues that are in the status Open, Pending, and reopened can be marked as Resolved. If the user selects issues with different statuses, the bulk update of statuses cannot be done. System shares an error message

If all the selected issues all are in the required status, then the status of the issues is updated to resolved, upon click of the yes the system shares a pop-up message to update the resolution for all the selected issues.

Resolution is mandatory to update the status to resolved, user cannot submit changes without adding a resolution.

If the user clicks on 'Submit without entering resolutions', the system will share an error message requesting the user to enter the resolution.

5.4 Reopen Issues

Only issues that are in the status closed can be marked as Reopened. If the user selects issues with different statuses, the bulk update of statuses cannot be done. The system shares an error message.

If all the selected issues are in the closed status, then the status of the issues is updated to Reopened. Upon clicking the yes button, the system shares a pop-up message to update comments for all the selected issues.

Comments are mandatory to update the status to Reopened, user cannot submit changes without adding comments.

If the user clicks on 'Submit without entering comments, the system will share an error message requesting the user to enter the comments.


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