Eine Engagementdatei erstellen
Content in this topic requires Caseware PBC Requests.
Your first step is to create a PBC Requests engagement.
To create a PBC Requests engagement file:
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From the Cloud menu (
), select Engagements.
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Select the New button.
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Wählen Sie im nächsten Dialogfeld Ihre Kundenentität aus und geben Sie den Namen für die Engagementdatei ein.
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Select Save.
In the New Engagement dialog, select PBC Requests.
Sie können auch das Anfangs- und Enddatum für Ihr Engagement auswählen und Budgetinformationen eingeben.
Once the file is created, it automatically opens in a new browser tab. The Engagement Properties dialog displays, so you can set some high-level properties.
You can also open the Engagements Properties dialog by selecting the entity name in the engagement file.
To set the engagement properties:
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At Workflow stage, select a stage for the status of the overall engagement work.
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At Operating Name, change the displayed name and enter the desired operating name.
This field displays the entity name by default. You can overwrite the default.
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At Year End Date, enter the year end date for the engagement.
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At Currency, select the desired currency for the engagement.
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At Content language, select the desired language for the engagement.
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Select the Second Reviewer button to select to add a second reviewer for all signoffs.
A Final Review option is included in the engagement signoff menus.
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Once you're done, select the Save.