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Feature Release History

A chronological archive of public feature updates linked back to their related support content.

04/15/2026

Expanded checklist status controls for preparers

Workpaper Agent / Studio

Preparers can now reopen review-flow controls while a linked workpaper is In Progress, Ready for Review, or JE Prepare to adjust reviewers and status as needed, while status changes stay disabled after Posting.

04/15/2026

Workbook setup now continues inside Studio

Workpaper Agent / Studio

Studio can open before the Google Sheet is fully ready, showing a workbook-loading state until setup and Google Sheets boot both finish.

04/14/2026

Fully posted batches now lock the workpaper status

Workpaper Agent / Journal Entries

When a draft-journal-entry batch finishes posting successfully, the source workpaper now moves to Posted and checklist status controls are locked for that run.

04/09/2026

Reviewer comments in checklist status updates

Workpaper Agent / Studio

Reviewers can now add an optional plain-text comment when approving or requesting changes from Studio, and the comment is saved on the linked checklist task.

03/05/2026

Deposit Reconciliation in Workpaper Studio

Workpaper Agent / Deposit Reconciliation

Workpaper Studio now supports Deposit Reconciliation prepare/import with readiness checks, ERP account selection, and direct navigation to Deposit Reconciliations.

03/02/2026

Roll forward in Workpaper Studio

Workpaper Agent / Studio

Roll forward in Studio allows to reuse a SOP towards the next month-end, improving efficiency while working across periods.

02/17/2026

Workpaper agent overview

Workpaper Agent / Overview

Edit workpapers in real-time with the new Studio experience. Use the results to generate SOPs and export for future rollovers via prepare.