• Using the Template
• Creating Client Files
• Client File Setup
  • Selecting an Engagement Profile
  • Assigning Mapping Numbers
  • Assigning Users
  • Assigning Mapping Numbers to Accounts
  • Completing the Optimiser Checklist
  • Audit Optimiser Confirmation Report
  • Optimiser Checklist
  • Completing Engagement Properties
  • Defining the Entity Structure
  • Importing balances
• Planning
• Risk Response and Work Programs
• Completing and Reporting
• Constellations
• Getting Ready for Next Year

Client File Setup

The following topics describe how to set up your client file after you have created it.