Engagement Properties > General tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The staff in charge of the engagement has the ability to view engagement-specific information on the General tab, and modify select fields that are related to description, engagement dates, and signoffs directly on the General tab.

Choose File > Engagement Properties to open the General tab of the Engagement dialog.

A staff member who is accessing the Local Client Data (LCD) can update only signoff information. In addition, those working in the field can only view tabs in the Engagement Properties dialog. (Depending on the privileges that are assigned to the staff members, some tabs may not be available even for viewing.)

Note: The information that appears on this tab was entered in the New Engagement wizard during the setup of the engagement.

Fields & buttons


Engagement Dates

Audit Documentation Dates


Related topics

Engagement Properties [File menu]

Adding a new engagement

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