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We have just added a new feature for sharing custom templates between firms.  Firms in a group may decide to share with associated firms specific templates that they have developed: 

1. The firm that has created the custom template must obtain from the other firm their content push token. The other firm can find this at the bottom of their Account & Billing page.
2. Then the sharing firm must go to the template to be shared and select edit. 
3. At the bottom is an area called sharing. Share the job type with the other firm by entering in their content push token in the box, clicking add then saving the job type.
4. If the job is based on another job type which the other firm doesn't have access to a warning will appear (this will be the case where for example they don't have say the Brookers add-in. In this case they would need to upgrade before they could receive the shared template. This could also be the case where the job to be shared inherits content from another custom template the sharing firm has created - in this case the sharing firm would need to share this higher level template first ).
5. The other firm name wil be displayed under a shared with heading confirming that they now have access. Templates may be shared with multiple other firms.
6. To remove access the sharing firm must click remove and save the job type. Existing jobs will continue to function however no new jobs will be able to be created based on that template. 
7. Any changes made by the sharing firm at a master level will be carried though to all users in all firms in the normal way.

A. "Orphaned" items appear in the following cases:

1. When they are comments or documents attached to a trial balance item that has been deleted.
2. When comments or attachments have been made on a page then that version of the page has been changed to another which excludes those questions.
3. There are pages you used previously which used to branch from the page, but which have no corresponding work-item from which to branch in the new page version.

Along with the ability to drag attachments onto work items we have now added the ability to drag attachments within Audit Assistant, drag text from outside or from another page and also to drag hyperlinks and page references into work items to create hyperlinked cross-references.

For example, a client has uploaded a bank reconciliation into the "Items required for Audit" page you have shared with them. You want to have that attachment  showing on the bank page (S1). So you open the S1 page in another window and drag the Bank Reconciliation attachment across. This creates a link to the attachment from the S1 page.

Similarly, you wish to create a cross reference from your Fixed Assets page back to your minutes page. From within your minutes testing page go to the page you wish to reference in the list of tabs at the top-right of the page. Drag and drop the page reference into the work item and a cross reference will be created. 

Step 1 - Hover mouse over page you wish cross reference to:

Step 2 - Drag reference onto work-item - item will turn blue until dropped:

Step 3 - Drop the link and a reference will be created:

This will also work with external hyperlinks - just drag from another window into the work item. Text may be added in the same way (by dragging and dropping rather than copy and paste).

Note that these features are not yet supported by Internet Explorer - just by later versions of Chrome and Firefox browsers.

We have updated our ISA (NZ) templates so that the preliminary analytical review now feeds in draft figures for current to prior and current to budget pages. In the final (X) section where analytical review results are revisited final (post adjustment) figures are now used. This is to fix the confusion that was happening when preliminary results pages were being updated for later adjustments - this didn't really make sense.

We have also now added specific pages for Income Trends and Expenditure Trends in both the preliminary and final Analytical Review areas (ISA (NZ) templates) to match what was in the old templates in response to your requests. These also feed in either draft or final results depending on position.