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Engagement File

Articles in this section

The Engagement File Explained (EF1)
Working with Supporting Documents (EF2)
Working with Review Points (EF3)
Using the Workflow
Copying Workpapers from Other Files (EF5)
File Completion (EF6)
Staffing and Roles and Permissions (EF8)
Check In | Check Out Supporting Documents (EF9)
Communicating with your Clients (EF10)
Importing a CSV Trial Balance (EF11)

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Journals (EF15)

Support

October 28, 2018 21:31
Updated

Learn how to create journal entries in your file.

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Related articles

Importing a Trial Balance via Integration (Xero) (EF16)
Importing a CSV Trial Balance (EF11)
The Engagement File Explained (EF1)
Creating Risks
Rolling Forward your File

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