Engagements
The engagement interface is accessed in 2 ways, automatically upon engagement creation, and by clicking the pencil (edit) icon on the list of engagements. ...
Wed, 20 Apr, 2022 at 3:43 PM
The overview page can be considered the engagement setup page. Some of this page information is set when creating an engagement. If a mistake is made, it ...
Wed, 20 Apr, 2022 at 3:44 PM
The acceptance step is the first workflow and it captures relevant information about a client to ensure that all information is collected and considered wh...
Wed, 20 Apr, 2022 at 3:48 PM
The most important part of the trial balance process is the trial balance import process. To manage or create a new import navigate to the Imports tab ...
Fri, 8 Dec, 2023 at 5:01 PM
The trial balance interface is the portal to all functionality needed to create and modify the engagement's trial balance and adjusting entries. This p...
Wed, 20 Jul, 2022 at 3:16 PM
The sign-off workflow is performed to ensure the partner has confirmed the work is understood by the client. This should be the last step performed. St...
Tue, 19 Mar, 2024 at 6:45 AM