How do I create a new engagement?

After creating a client, you will be prompted to set up your first engagement.

1. Engagement Name: Provide a descriptive title (e.g., Financial Statement Audit 2024).

2. Identifier: Enter a unique short-code prefix (e.g., MAR). This prefix will be used for all task and request numbers.

3. Audit Period: Select the date range the audit covers.

4. Create: Click Create to save the engagement and move to the configuration settings.

Engagement Overview

Once joined, active engagements appear in your sidebar. Each engagement includes the following core components:

• Requests: For requesting files and supporting information from clients.

• Timelines: To track the progress of work and completion of requests.

• Categories: To organize requests by areas (e.g., Revenue, Payroll).

• Tasks (must be enabled in the engagement settings): For internal engagement work that is not visible to clients.