• Creating Client Files
  • Creating a Client File
  • General Options
  • Procedure Allocation Maintenance Report - Columns
  • Recommended Folders To Copy
  • Adding Document Library Content
  • Creating a new client file
  • Creating a new client file from existing client data
  • Creating a new file from a client's QuickBooks file

General Options

The General Options document enables the firm author to configure the client file for the engagement team. These firm-level configuration options can only be viewed by the firm author.

In a client file, the General Options document may include options that enable you to provide additional configuration for the file.

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