Client File Setup

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

How Do I?

• Select an Engagement Profile
• Completing the Optimiser Checklist
• Importing Trial Balances
• Assigning Mapping Numbers
• Navigating the file using the Workflow Panel
• Specifying Procedure Allocation Options

More Info

• Assigning Users
• Audit Optimiser Confirmation Report
• Procedure Allocation Maintenance Report
• Completing the Engagement Properties
• Defining the Entity Structure
• Optimiser Checklist