The engagement interface is accessed in 2 ways, automatically upon engagement creation, and by clicking the pencil (edit) icon on the list of engagements.
The engagement interface allows easy access to status, and compliance reports through the 2 buttons on the top of engagement header section.
Status Report
The status report will show a high level summary of the completion percentages for each section and can be used as a guide to determine the progress of the engagement.
Compliance Report
The compliance report summarizes the sections of the engagement associated to the new CPA Canada guidelines and contains the answers as well as sign off data. The report is generated as a PDF and will automatically download.
Navigation
The engagement interface menu is organized logically with a list of steps on the left menu that reflect the intended order of operations. One can access any step at any time, but the initial appraoch should be top to bottom, completing each step before progressing to the next.
Each section will be described in detail in the following articles: