Finalize an engagement

When you finalize an engagement, you make its contents read-only and delete information not needed for the final engagement, such as history, notes, and workpapers. All workpapers in a finalized engagement are archived in GoFileRoom.
Follow these steps to finalize an engagement.
  1. In Engagement Manager, open the engagement you want to finalize, select
    Administration
    , then
    Finalize
    .
  2. Mark the checkboxes for the sections you want to include in the
    Finalize Diagnostics
    report, then select
    Create
    .
    The Finalize Diagnostics report sections include:
    • Unavailable workpapers
      : Lists the workpapers that are in Engagement Manager but not in GoFileRoom (for example, a GoFileRoom document that you add as an Engagement Manager workpaper then delete from GoFileRoom).
    • Workpapers in the recycle bin
      . Lists workpapers in the Engagement Manager recycle bin.
    • Checked-out workpapers
      : Lists workpapers with a
      Checked Out
      status.
    • Workpaper warnings
      : Lists the workpapers with outstanding warnings.
    • Proposed journal entries
      : Lists journal entries assigned as
      Proposed
      type. You can't update proposed journal entries after you finalize the related engagement.
    • Open notes
      : Lists notes that are flagged as open.
    • Unsigned workpapers
      : Lists workpapers that don't have the proper signoff.
    • Workpapers to delete
      : Lists the workpapers with the
      Delete during finalize
      checkbox marked in Workpaper.
  3. The
    Finalize Diagnostics
    report will open in a new window. You can:
    • Print the report.
    • Save it to your engagement as a report, an Excel file, or a PDF.
    • Export the report.
  4. Go back to the
    Finalize
    Engagement screen, then select
    Next
    .
  5. Apply signoffs to unsigned workpapers or mark the checkbox to
    Continue with unsigned workpapers
    , then select
    Next
    .
  6. Mark the
    Retain History
    checkbox if you want to prevent the engagement event history from being deleted.
  7. Select
    Done
    to finish finalizing the engagement.
The finalized engagement will display with a Lock in the Engagement Manager navigation pane.