Adding an engagement

Alerts and notices

Follow the steps below to add a new engagement for a client.

  1. Click the Engagements button at the bottom of the navigation pane, and then click the Add Engagement Add Engagement button button.

    Note: You will see the Add Engagement button only if the you the appropriate security permission.

  2. Locate the applicable client using either of the following methods.
    • If the applicable client 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 the applicable client to advance to the next screen, or select a client and click Next.

    Required fields in the Add Engagement wizard are denoted by a red asterisk to the right of the field.

  4. Select SMART Practice Aids or Checkpoint Engage from the Source drop-down list in the External Integration section, if applicable.
  5. Select one of the following from the Source drop-down list in the Engagement Source section.

    Select this option to create a new engagement with no folders. This option is useful for one-off engagements for which you do not have a template.

    Select this option, select a client from the Client drop-down list, then choose the specific engagement to use information from that existing engagement. This will create the new engagement using the folders and workpapers from the selected engagement.

    Note: If you select Existing, you'll also have the option to include trial balance accounts, account balances, and/or journal entries as part of the Add Engagement wizard, as detailed in Step 12 below.

    Select this option, and then select a template from the Template drop-down list to create an engagement using the selected 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, "2018 Year-End Audit".

  8. You may select a PIC and assign staff from the available fields.
  9. Verify that the correct tax vendor and entity are selected, if applicable, and click Next.
  10. Choose the appropriate reporting period information.

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

  11. Select the applicable account structure as follows from the Structure drop-down list. 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.

    Select this option if the engagement you are adding does not need a Consolidated, Divisional, or Fund account structure.

    Select this option if you are consolidating trial balance data for separate engagements.

    All reporting period information for the engagements must match.

    Select this option to create a divisional structure. You must also specify the mask to define the numbering system for associated accounts.

    Notes

    • Use D to designate a character for a division; use C to designate an alpha or numeric core account character or a separator character. For example, "DDDCCCCCCCC".
    • You can use one asterisk to indicate alpha, numeric, or separators of variable length.

    Select this option to create 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.

    Notes

    • 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 or a separator character. For example, "FFFSCCCC".
    • You can use one asterisk to indicate alpha, numeric, or separators of variable length.
    • If you choose one of your firm's templates, the mask will be filled in automatically.
  12. If you selected Existing in step 5 above, choose options for including trial balance accounts and account balances, if desired.
  13. Click Next.
  14. If you selected New or Template in step 5 above, choose any Firm Account Groupings to be imported to this new engagement.
  15. Click Next.
  16. Choose the appropriate engagement dates, documentation dates, deletion dates, and GoFileRoom indexing options and click OK.

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