Create an engagement file
Content in this topic requires Caseware PBC.
Your first step is to create a Caseware PBC engagement.
To create a Caseware PBC engagement file:
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From the Cloud menu (), select Engagements.
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Select the New button.
In the New Engagement dialog, select Caseware PBC.
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In the next dialog, choose your client entity and enter the name for the engagement file.
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Select Save.
You can also select the start date and end date for your engagement and enter budget information.
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 Job Number, enter your firm's job number for this engagement (if available).
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At Operating Name, change the displayed name and enter the desired operating name.
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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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Select the Second Reviewer button to select to add a second reviewer for all signoffs.
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Once you're done, select the Save.
This field displays the entity name by default. You can overwrite the default.
A Final Review option is included in the engagement signoff menus.