Start the engagement

To start using Financials ASPE + ASNPO, you must first create an engagement file.

To create a engagement:

1. In the entity selector, select the entity that you will be using.

   

2. From the Cloud menu (), select Financials ASPE + ASNPO.

3. Select New.

4. Enter a Name for the engagement file. Complete any other optional information and select Save.

5. In the new engagement file, select the engagement name at the top-left to open the Engagement Properties dialog.

   

   In this dialog, you can modify the workflow status of the engagement, the operating name, year end date and currency. Edit these properties as desired and select Save.

6. New engagement files automatically open to the Documents page.