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  1. MyWorkpapers
  2. Help Videos
  3. Engagement File

Engagement File

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  • The Engagement File Explained (EF1)
  • Working with Supporting Documents (EF2)
  • Working with Review Points (EF3)
  • Using the Workflow Diagram (EF4)
  • Copying Workpapers from Other Files (EF5)
  • File Completion (EF6)
  • Rolling-Forward a Client File (EF7)
  • 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)
  • Moving From Audit (Aus) to Audit (Aus) 2.0 (EF17)