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- Define a consolidation hierarchy
- Link a consolidation engagement to another engagement file
- Report the engagement status to others
- Lock down the engagement
- Track staff work during the engagement
- Staff rate properties
- Permissions
- Open and edit PDFs locally
- Access an added PDF document
- Generate a client secret
- Import from QuickBooks desktop
- Import data from online accounting software
- Manage your imported data
- Integrate single sign-on with Entra ID (formerly Azure AD)
- Plan the engagement
- Start the engagement
- Perform the acceptance and continuance
- Date format
- Import the trial balance from an engagement file
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