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Engagements

Add an engagement

Follow these steps to add a new engagement for a client.
  1. Sign in to Engagement Manager, select
    Add new engagements
     on the
    Engagement dashboard
     screen.
  2. Select a client, then
    Next
    . If you have permission to update the lookup list on the Clients drawer, you can select
    Add Client
     in the 1st step of the Add engagement wizard.
    You can use the filter fields to find a client by name or client number.
  3. Choose an
    External integration source
    :
    • SMART Practice Aids
    • Guided Assurance
    • None
  4. Turn on
    Enable Confirmation
     if you want to enable integration with Confirmation to set up requests to responders, track their progress, and add them to your workpapers.
  5. Select an
    Engagement Source
     option:
    • New
    • Existing
    • Template
  6. Select
    Next
    .
  7. Enter an
    Engagement name
     and select an
    Engagement type
    .
    • Engagement names should be concise, descriptive, and unique. For example, "2019 Year-End Audit".
    • Don't include the client name in the engagement name.
  8. Select an option for
    PIC
     and select
    Assigned staff
    .
  9. Select a
    Vendor
     and
    Entity
     for tax information.
  10. Select
    Next
    .
  11. Select an account structure:
    • Consolidated
    • Divisional
    • Fund
    • None
  12. Make selections for the following
    Reporting Periods
     options:
    • Year end date
    • Period frequency
    • Current period
    • Prior years
  13. Select
    Next
    .
  14. Mark the checkboxes for the firm account groupings you want to import, then select
    Next
    .
  15. Select engagement dates for the following:
    • Beginning
       - The first day that an audit is started.
    • Ending
       - The date when work is completed on the audit.
    • Report release
       - The date when the reports from the completed audit are due to the customers.
    • Completion date
       - A projected due date for when an engagement should be completed.
    • Deletion date
       - The date when the firm should delete the engagement. You need to use the engagement status report in the
      Setup
      ,
      Reports
       screen to review the deletion dates and delete the engagements manually.
    • GoFileRoom indexing
  16. Select
    Done
     to add the engagement in Engagement Manager.

This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements

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