The Engagement List page is your home page in Engagement. It opens by default when you log in to the application. From here, you can create new engagements or open existing engagements. To return to this page at any time, click on the navigation bar.
Clicking an engagement name on the Engagement List page opens that engagement. More information about using the Engagement List page is in the topic Using the Engagement List Page.
When an engagement is open, the client name and engagement name display in the navigation bar. You can move through the different areas of the engagement by clicking the menu icon in the navigation bar and selecting the area of the engagement that you want to view.
If you are working in a consolidated engagement, you can also navigate between a consolidated view and subsidiary views on the Trial Balance, Financial Statements, and Leadsheets pages. The information visible on each page varies depending on which view you select. See Navigating Consolidated Engagements for more details.
Engagement View provides a way for you to organize and manage your workpapers, leadsheets, and reports all in one location. It also allows you to see the status of all workpapers at a glance.
You can sign off on workpapers, leadsheets, and reports on this page, among other tasks. Click the Engagement View link at the left to view a more comprehensive list of tasks that can be performed on this page.
Note: With consolidated engagements, you can only upload, download, and lock workpapers. More functionality similar to non-consolidated engagements, will be available in future releases.
The Trial Balance section includes the following tabs:
Note: The Tax and Send to Tax tabs are not available for consolidated engagements at this time.
Displays a list of leadsheets for the engagement. Click a leadsheet name to view it. A leadsheet is created for every financial group in the trial balance. The leadsheet displays the accounts assigned to the group and the account balances.
If there are workpapers associated with a leadsheet, you can click the workpaper link at the top right of the leadsheet to view a list of them.
|Financial Statements||Displays the balance sheet and income statement with information from the current and prior years.|
|Tax Summary Report||
The net income or net loss for each balance column displays at the top of the report, as well as the net balance for all debits and credits for each balance column. In addition, the following tabs are available:
Note: The Tax Summary page is not available for consolidated engagements at this time.
|Recycle Bin||Displays a list of workpapers that have been deleted from the engagement. You can restore or permanently purge workpapers from this page.|
A toolbar displays on the right side of most pages in an engagement. The tools that are visible to you depend on which page you are working on. See the topics linked below for information about the tools available on each page.
Links Available at the Top of Every Page
The following links display at the top of every page in the application
Note: You can only view engagements for clients you have been given permission to access. Client access is configured by your CCH
|Feedback||Click to submit ideas for future releases of Engagement.|
|Help||Click to view detailed instructions for using Engagement.|
|Log Out||Click to end your Engagement session and close the application|