Engagement File
- Changing the year end of a file (Video tutorial)
- Restoring a folder or workpapers (Video tutorial)
- Updating your clients name (video tutorial)
- Unable to Roll Forward (Video tutorial)
- Updating your file name (Video tutorial)
- Repopulating the Audit Plan (Video tutorial)
- Adding missing sections to the Audit Plan
- Adding Missing Review Points (Video tutorial)
- Deleting a Supporting Document (Video tutorial)
- Using Statuses (Video tutorial)
- Re-allocating a file (Video tutorial)
- Editing your Engagement Team (Video tutorial)
- Creating a Dual Codes file (Video tutorial)
- Copy Workpapers from Other Files (Video tutorial)
- Adding a new lead schedule (Video tutorial)
- 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)
- Office Online (EF12)
- Industry Accounting Structures (EF13)
- Custom Accounting Structures (EF14)
- Journals (EF15)
- Importing a Trial Balance via Integration (Xero) (EF16)