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Viewing Engagements

When Tracker is opened, you can view engagements to list all the client engagement files (.ac and .ac_) you have accessed through Working Papers. Tracker recognizes client files by the unique internal identifiers that are assigned to the client file upon its creation. Client files created outside Working Papers, for example, by copying it to a new folder in Windows Explorer, do not get a new unique identifier assigned; they share the same identifier as the original file. Only files created within Working Papers, either a new file or by copying a template, are assigned a unique identifier.

You can manage the files and customize the view of these files in Tracker.

  • On the Tracker Summary page, click the View Engagements button. The Engagements window opens.

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