Client File Setup
16 articles across 1 sections.
Topics
16 articles- Client File Setup
- Select an engagement profile
- Assigning Mapping Numbers
- Assigning Users (only if Protection is used)
- Audit Optimiser Confirmation Report
- Completing Engagement Properties
- Defining the Entity Structure
- Optimiser Checklist
- Procedure Allocation Maintenance Report
- Work Flow Panel
- Industry-Specific Content
- Disabling the Work Flow Panel
- Completing the Optimiser Checklist
- Specifying procedure allocation options
- Importing a Trial Balance
- Navigating the File Using the Work Flow Panel