Assigning workpapers in an engagement

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For licensed users of Accounting CS Workpapers

Use these steps to assign staff to workpapers in an engagement.

  1. In the Workpapers Dashboard, highlight a workpaper in the Tree View in the Engagement Binders Tree portlet.
  2. Right-click and choose Properties.
  3. Click the drop-down arrow in the Assigned field, and select the appropriate staff ID.
  4. Click OK. In the Engagement Binders Tree portlet, notice that the Assigned column now contains the Staff ID that you selected for the workpaper.

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