-- User --

Completing Engagement Properties

Once the engagement profile has been selected, where applicable, the Engagement Properties dialog is displayed. Information gathered in Engagement Properties is linked to documents in the template. For example, Client Name and Reporting dates that appear throughout the documents are connected to this area.

To ensure the data displays correctly throughout the engagement file:

  • Complete each item in upper and lower case to ensure correct presentation in all documents. The client name, for example, prints at the top of all automatic documents.

  • Use the Contact tab to enter information about the primary contacts at the entity.

  • The year-end date and period dates must be entered before beginning work on the file. The default period date sequence is set as yearly and can be changed when necessary. The default period dates are set automatically based on this information. Data entered on the Reporting Dates tab controls the information that appears in all automatic documents.