Adding an engagement

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

  1. Click the Engagements button in the navigation pane and then click the Add Engagement Add Engagement button button.
  2. Do one of the following.
    • If the client for which you want to create an engagement appears in the client list, select the client name.
    • Enter a client name or client number in the fields at the top of the Add Engagement dialog to focus the client list.
  3. Double-click a client to advance to the next screen, or select a client and click Next.
  4. Choose SMART Practice Aids or Checkpoint Engage from the Source drop-down list for the PPC Integration section, if applicable.
  5. Choose one of the following from the Source drop-down list for the Engagement Source section.
    • New: Creates a new engagement with no folders.
    • Existing: Choose this item and then choose a client from the Client drop-down list to create an engagement with information from an existing engagement.

      Note: If you choose Existing, you'll have the option to include trial balance accounts, account balances, and/or journal entries in the next section of the wizard.

    • Template: Choose this item and then choose a template from the Template drop-down list to create an engagement using a template.
  6. Click Next.
  7. Enter an engagement name and choose an engagement type from the available fields.

    Use engagement names that are concise, descriptive, and unique. Don't include the client name in the engagement name. For example, " 2011 Year-End Audit."

  8. Verify that the correct tax vendor and entity are selected and click Next.
  9. Choose the appropriate reporting period information.

    Note: If you have appropriate permissions, you can edit prior periods by clicking the Edit button.

  10. Choose the applicable account structure as follows, or choose None from the Structure drop-down list.
    • Choose Consolidated: if you are consolidating trial balance data for separate engagements.

      All reporting period information for the engagements must match.

    • Choose Divisional: to create a divisional structure. You must also specify the mask to define the numbering system for associated accounts.

      Note: Use D to designate a character for a division; Use C to designate an alpha or numeric core account character. For example, "DDDCCCCCCCC".

    • Choose Fund to create a fund structure. You will have the option to create a new fund structure or to use a fund template. For more information on these options, see Applying the Fund structure to an engagement.

      We recommend that you set up one or more fund templates for your firm prior to adding fund engagements to make it easier to apply a fund structure.


      • Use F to designate a character for a fund; Use S to designate a character for a sub fund; Use C to designate an alpha or numeric core account character. For example, "FFFSCCCC".
      • If you choose one of your firm's templates, the mask will be filled in automatically.
      • AdvanceFlow doesn't limit you to a specific account structure or to the number of accounts that you can add to an engagement. However, when you set up an engagement with a fund or divisional trial balance, you must strictly adhere to the mask that you develop in order to take advantage of the Fund or Divisional features.
  11. Choose options for Including trial balance accounts and account balances, if desired.
  12. Click Next.
  13. Choose the appropriate engagement dates, documentation dates, deletion dates, and GoFileRoom indexing options and click OK.

Related topic: Managing engagements

Share This