Global Statutory Reporting Get Started Get started - Firm Administrator Get started - Staff Planning Create and set up an engagement file Complete optimizer checklists Import and manage data Assign accounts to groups in the Data page Cash flow import / copy-paste tool Choose content language Customization and Configuration Options Define the engagement settings Customize content in and financial statements Customize presentation and formatting in the financial statements Documentation and Review Work with Review Tools in Global Statutory Reporting Add and complete review notes (issues) Conclusion Print the financial statement document Lock down the engagement Carry forward an engagement