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- Archive and lock down the engagement
- Planning
- Assign system-wide security roles
- Settings
- Dashboards and Tracking
- Activities
- Entities
- Maintenance
- Files
- Import the client's data from a CSV or Excel file
- Customize the financial statements layout
- Content Management
- Index
- Customize the financial statement settings
- What are visibility settings?
- Import client's data
- Carry forward an engagement
- Complete the required procedures before updating financial groups
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