Opening an Existing Engagement

To open an existing engagement, do the following:

1. Click on the navigation bar to go to the Engagement List page.
2. Locate the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to locate an engagement in the grid.

3. Click the link in the Engagement column in the list.
   • If you are opening a non-consolidated engagement and a trial balance has already been imported, the Engagement View page opens.
   • If you are opening a non-consolidated engagement and a trial balance has not been imported, the Import Trial Balance page opens.
   • If you are opening a consolidated engagement, the Subsidiary Setup page displays. From there, you can click the View link for a subsidiary that has a trial balance uploaded, or Import for a subsidiary that does not have a trial balance uploaded. You can also click Engagement View to go to the Engagement View page.