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What's new - OnPoint Audit 2026.2.0 Release (v2.2770.0)

Here is what’s new in the OnPoint Audit 2026.2.0 release. This release includes content improvements and enhancements to new and existing engagements.

Updated financial groupings mapping

Financial groupings now map more accurately into their respective financial statement areas. The updated financial groupings will flow automatically into the leadsheets within the analysis tabs in the relevant audit work programs.

Content enhancements

Content improvements, such as the addition of updated authoritative references, procedures and lightbulb guidance, have been made to the planning and completion phases in the following checklists:

  • 1-400 Initial audit engagement - Opening balances

  • 1-600 Initial team planning

  • 2-200 Identifying risks through understanding the entity

  • 2-300 Understanding the IT environment

  • 2-400 Planned risk assessment procedures

  • 2-500 Fraud risks

  • 2-600 Going concern – Identifying events and conditions

  • 2-800 Group audit

  • 4-300 Overall Audit Strategy

  • 4-460 Understanding and evaluation of a service organization

  • 6-110 Going concern evaluation

  • 6-160 Related party transactions

  • 8-900 Subsequent events

In addition to the above, updates to authoritative references and procedures have been made in the Inventory and Revenue checklists.

Enhanced procedures addressing information produced by the entity (IPE) have also been added throughout the fieldwork phase.

Multiple instances of the Use of a service organization form

OnPoint Audit now includes up to 5 additional instances of the 4-460 Understanding and evaluation of a service organization form to allow you to document details of multiple service organizations.

Displaying multiple instances of the Use of a service organization form.

New features and enhancements in Cloud Engagements

Track and compare initial and revised budget balances

You can now track initial and revised budget balances in the trial balance, leadsheets and analysis views. Budget balances let you compare initial and revised budgets against actual balances in one view. You can import and reimport them without affecting other balance categories.

Features

  • Budget columns — Initial Budget and Revised Budget columns appear in the trial balance for the current year.

  • Variance calculations — Three new selections let you compare budget and actual figures in the trial balance:

    • Initial Budget to Revised Budget

    • CY Planning to Initial Budget (requires planning balance to be enabled)

    • CY Final to Revised Budget

  • Dimension breakdown — In the dimension breakdown view, a Balance type button switches between Final (or Planning), Initial Budget and Revised Budget. Column labels update to reflect your selection (for example, CY-Initial Budget).

  • Leadsheets and charts — In leadsheets and analysis views, the balance type selector now includes Initial Budget and Revised Budget alongside Planning, Prelim and Final. This also drives embedded groups pages and charts. You can enter budget values in the Account Properties dialog.

Known limitations

  • Budget columns appear in the selected entity view only, not the consolidated view.

  • Prior year import and display aren't supported.

  • Visibility conditions aren't included.

  • Audit-related documents (materiality and risk assessment) aren't affected.

  • Adjustments aren't supported.

  • Scenarios with budget balances but no other types of balance aren't supported.

  • Sherlock Export isn't supported.

  • Budget columns don't display the materiality icon or out-of-balance indicators.

From the trial balance:

Cloud Engagements Trial Balance – Accounts screen with the Initial Budget and Revised Budget columns highlighted in a red border, displaying account data including Prelim, Adjustments, CY-Final, and PY-Final values. Balance Mode is set to Final.

Compare initial and revised budget balances in financial statements

You can now compare actual balances against initial and revised budgets in financial statements. Two new column types are available: Initial Budget and Revised Budget. These columns display budget balances alongside existing financial data.

Cloud Engagements column settings panel with the Type dropdown open, showing "Initial Budget" and "Revised Budget" options highlighted with a red box.

To learn more about adding data to dynamic tables, see Manage dynamic table rows, columns and visibility.

You can insert budget balances, Initial Budget and Revised Budget, directly into your documents using Data Link formulas. A dropdown in the Data Link dialog allows you to switch between final balances and budget balances.

Cloud Engagements Data Link dialog on the Trial Balance tab, with "Budget Balance" selected from the balance type dropdown, displaying Initial Budget and Revised Budget columns for balance sheet accounts.

To learn more about Data Link options, see Data Link overview.

Insert budget balances using Cloud Connector formulas

You can now insert budget balances in Excel using Cloud Connector formulas. The budget balance types, Initial Budget and Revised Budget, appear as new options in the balance type picker. This allows you to build budget-to-actual comparison reports in Excel using live data from your engagement.

Caseware Cloud Connector panel in Excel showing the Trial Balance tab, with "Initial Budget" and "Revised Budget" checkboxes selected under the current year (CY) balance options, and the corresponding budget values displayed in the results below.

To learn more about Cloud Connector, see:

What's new - OnPoint Audit 2026.2.0 Release (v2.2770.0) | Caseware Docs