Displays next to the engagement icon in the Tree View window that is entered on the New Engagement Document -Properties page of the Create Workpaper wizard.

Displays when entered on the New Engagement - Properties page of the Create Workpaper wizard.

Reguired field. Represents the ending date for the period of time that is being reviewed (audited). Dates available in this field are defined on the General Ledger or the Trial Balance tab in the Client Properties dialog in CSA. This date automatically defaults to the current period ending date for the General Ledger period.

Displays the same period defined for the CSA client in the File > Client Properties dialog.

Defaults to 2 years. Select the number of years of balances to have available in the current engagement. This number cannot exceed the number of Years of balances to save on the General or the Trial Balance tab of the Client Properties dialog in CSA.

The following information is set up when you create an engagement for the first time on the New Engagement - Properties page of the Create Workpaper wizard:

• Begin Date. This field is defined as the date when the engagement process started. You can click the calendar button to right of the date field to select another date.
• End Date. This field is defined as the date when the engagement process ended. You can click the calendar button to right of the date field to select another date.

The following options enable you to indicate whether the engagement is a public or a non-public audit and to enter a report release date. That information is then used to display a reminder when the 45- or 60-day documentation completion date deadline is approaching and the engagement must be wrapped up.

• Audit engagement. Mark this checkbox to indicate that the engagement is an audit engagement.
  • Public entity. Mark this checkbox to indicate if the engagement is an audit engagement for a public entity (This checkbox is only available when the Audit engagement checkbox is marked). Leave this checkbox unmarked if the engagement is for a nonpublic entity.
• Report Release Date. Enter the date that permission was granted to the client to use the auditor's report in connection with the financial statements.

The program sets up the following information when you create a new engagement for the first time in the New Engagement - Staff Assignment page of the New Engagement wizard:

• When adding a signoff to an engagement, the name and date fields automatically fill with the current staff ID and the date of the signoff (based on the current system date), and the Type (based on the how the engagement was set up on the Staff Assignment page of the New Engagement wizard).
  

  See: Assigning staff to a new engagement.

• For an existing signoff only the Type field may be edited unless the staff member has been set up to Edit Sign Off Date (global setting on the Groups tab of the Setup > System Configuration > Administration dialog). You can edit the date and/or type field entries. Staff member(s) can only edit their own signoff information.

Opens the Signoff dialog where you can select the signoff type from the drop-down list to insert in the Signoffs grid of the Workpaper Properties dialog.

Allows a staff member who has the group privilege to modify the signoff that is selected in the signoff grid (signoff date, time, or type).

Highlight the signoff that you want to remove in the Signoff grid of the Workpaper Properties dialog by clicking the row number, click the Remove button to remove the signoff, and then click Yes when prompted.