General feature updates

Central planning for documents across engagements

This applies to the following products: Smart Audit & Lux Audit

Note: this is available for both new and existing engagements.

Central planning makes it easier to share documents and content across engagements. Firm and enterprise authors can define centrally governed content such as documents and checklists. Risks and controls are automatically synchronized into destination engagements. The source engagements maintain alignment and reduce drift from standardized practices.

In this release, central planning enables the following new features:

• Checklist sync

  Synced checklists retain their structure and logic and appear as read-only, ensuring that evaluations (e.g., formulas, visibility conditions) reflect local context while preserving the firm’s intent.

• Document designation controls

  A new document selector in the Central planning section of the Engagement Settings lets end users mark documents as centrally planned. Once a document is used in a destination file, its planning status is locked and retained across years. You can only modify documents that haven’t already been locked by use or previously selected.

• Central planning documents filter

  A new Centrally planned documents filter is available in the document manager. The checkbox appears alongside other filters and is visible to end users when the Central Planning hub is active (applies to both source and destination engagements). It only appears when at least one central planning document exists.

These improvements reduce confusion, support accurate procedures, and simplify collaboration with firm authors where applicable.

To learn more about central planning, refer to Get started with central planning.

Copy and synchronize text areas as linked content in financial statements

This applies to the following products: Lux FinTax

Note: This feature is automatically available and affects new and existing engagements.

You can now reference and synchronize text sections within Financial Statements by inserting a linked copy of a text area elsewhere in the same document. This ensures content stays consistent across multiple sections, reducing manual updates, saving time, and supporting compliance with regional requirements.

Features

• Users can make one reference copy of a text area with Copy as linked content and place it anywhere in the same Financial Statement.

• Edits (including formatting and dynamic objects) stay synchronized between source and linked copy.

• Only one linked copy per text area; deleting the source deletes the copy, but deleting the copy leaves the source.

• Source settings (visibility, exclusion, suppression), authoring permissions, and engagement restrictions apply to both.

• iXBRL tags don’t transfer; users must re-tag linked content.

• Text section menu options now allow navigation between source and reference copy.

Limitations

• Unlinking source and reference is not supported.

• No warning messages are shown when editing synchronized sections

To learn more about linked content, refer to Add content areas in the financial statements.

Create and resolve issues during version control comparison in the financial statement

This applies to the following products: Lux FinTax

Note: This feature is automatically available and affects both new and existing engagements.

You can create and resolve issues while using version control comparison mode in financial statements. The feature ensures that all existing issue management actions (create, reply, resolve, clear, edit and delete) are available during comparison. This helps you track and resolve questions or concerns without leaving the comparison view. Issues remain visible and accessible even if sections are deleted or moved. For dynamic tables, issues are displayed at the table level.

Features

• You perform issue management actions during version control comparison.

  • If a section with issues is deleted, the issues move to the document level and remain accessible in the Issues tab.

  • If a section is moved, its issues move with it.

• Issues are not tied to a specific version; they remain visible on the same sections outside comparison mode.

• For dynamic tables, issues can only be created at the table level. Row-level issues are not supported in this mode.

• No changes are made to existing issue functionality outside version control comparison.

To learn more about version control, refer to: Save and compare financial statement versions.

Allow edits to the total consolidation heading in dynamic tables

This applies to the following products: Lux FinTax, Smart Audit, Lux Audit

Note: This feature is automatically available and affects both new and existing engagements.

You can edit or update the Total Consolidation heading in dynamic tables. This customizes the column header for total consolidation, supporting both text and formula insertion. End users can override the heading as needed for their engagements. This enhancement makes reports clearer and more relevant to your needs.

Features

• Column headings are carried forward to new engagements.

• The behavior of carry forward and version control highlights for this change is not yet verified.

• The editable heading applies only to the Total Consolidated column heading.

New toggle to underline/overline for note reference column in dynamic tables

This applies to the following products: Lux FinTax

Note: This feature is automatically available and affects both new and existing engagements.

End users can now apply or remove underline and overline formatting for the note reference column in dynamic tables. The option is bundled with the description column settings and is available in the border settings dialog.

The Dynamic Table Border settings now include a Note Reference Column option with a checkbox labeled Overline and underline description columns (checked by default). When enabled, overlines and underlines appear on the note reference column; unchecking removes them. This formatting applies to all dynamic tables, carries forward across engagements, and can be managed directly in the border settings dialog.

To learn more about dynamic tables, refer to: Set default underline and overline options for dynamic tables.

Add additional balance types from Cloud Engagements in Cloud Connector

This applies to the following products: all Cloud Connector users

Note: This feature is available automatically in the Cloud Connector and applies to both new and existing engagements.

You can now build more detailed working papers and templates in Excel. With the latest Cloud Connector update, users can link to additional balance types from Cloud Engagements, making it easier to review and sign off on a broader range of balances with greater confidence and accuracy. These new options also simplify balance verification and analytical reviews, enabling more flexible and meaningful analysis within Cloud Engagements.

To use this feature, link to these additional balance types using Cloud Connector in Excel:

• Prelim (Prelimary)

• Adjustments (with a tooltip showing all included adjustments)

• Eliminating adjustments (value of adjustment only)

Features

• All new dropdown options are fully keyboard accessible.

• Use the expand/collapse all feature for groups and accounts to improve navigation.

• Interim Planning, PY2, PY3 and PY4 do not support adjustments or preliminary balances.

• Parent balances cannot be added.

• Only the specified balance types are supported.

To learn more about Cloud Connector setup, refer to Get started with Cloud Connector.

Individual control over decimal places in calculations within text sections

This applies to the following products: all Cloud products

Note: The feature is automatically available and affects both new and existing engagements.

You can now control individual decimal settings per calculation within text sections of Financial Statement documents. Calculations in text sections are no longer limited to the global rounding settings.

The new Decimals option appears when editing or inserting a calculation, allowing you to customize decimal places by enabling the Show decimals checkbox. You can configure up to four decimal places per calculation. Existing calculations will retain their original (global) decimal settings unless manually updated.

Features

• When you add or edit a calculation in a text section, there is a new option to customize the number of decimals.

• Use the dropdown to select 0–4 decimal places.

• The setting applies only to that calculation and is saved with the document.

• Results in the text section display with the specified precision.

• By default, calculations use the engagement’s global settings unless overridden.

To learn more about custom calculations, refer to Add custom calculations in text sections.