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User guide

Setup and templates

While the initial administration set up for Engagement Manager is enough to get you up and running, you should review items such as permission groups, account groupings, and sign off types regularly.
If you have appropriate permissions, you can select
Setup
 to get to the administration features in Engagement Manager.
  • Downloads - There are a number of add-ins and utilities that are available for download to make Engagement Manager work with third-party applications:
    • Office Client Add-In - This Engagement Manager add-in enables you to link from the engagement to Microsoft Word and Excel.
    • Engagement Manager Link: Enables you to be able to email workpapers from Engagement Manager using Outlook and to integrate with the desktop version of PPC Checkpoint Tools (if licensed) and/or SMART Practice Aids (if licensed).
    • Dynamic Web TWAIN: This plugin is required to scan documents directly into Engagement Manager.
  • Firm settings - You can adjust your firm name and specify applications with which to integrate if your firm plans to integrate with other applications.
    • External integration: Checkpoint Tools and/or SMART Practice Aids, and Inflo.
    • Tax integration: GoSystem Tax, Lacerte Tax, ProSystem fx Tax, and/or UltraTax CS.
  • Permissions - Before an Engagement Manager user can use the application, you need to define permission groups, set up users, and specify permissions for each role and user.
    • You can grant access to various areas of Engagement Manager (permissions, dashboard, engagement, workpaper, notes, sign off, trial balance, and journal entries) for each role and each user. When a user is assigned to a specific role, they’ll have access to the permissions granted to that role. If a user is assigned to more than 1 role, they’ll have access to permissions granted to all roles to which they are assigned.
    • If you need to restrict access to clients, this is done in GoFileRoom.
  • Users - Most firms shorten the sign-offs on workpapers to initials. We recommend using 3 initials to accommodate for growth of your firm.
  • Engagement types - The Engagement Manager engagement types are populated from your firm’s GoFileRoom database.
    • If you have the appropriate security privileges, you can enable and disable engagement types in this area, change completion and deletion dates, and modify the GoFileRoom indexing that is applied when you set up engagements.
  • Reports - Engagement Manager includes 5 system reports that provide helpful information that you can use.
    • Engagement Status
    • Users List
    • Roles List
    • Notification Rules List
    • Fund Listing
    tip
    Modify the system reports and save them under a new name to create additional reports.
  • Signoff types - Engagement Manager includes 5 signoff types:
    • Preparer
    • Reviewer
    • Reviewer 2
    • Reviewer 3
    • Reviewer 4
    You can enable and customize these types. You can also decide if you want a particular sign-off not to produce a warning after edits are made after the sign-off, which some firms use for the Preparer sign-off.
  • Notification Rules - You can create notification rules for engagement-specific occurrences that will then show on the Dashboard or via an email notification.
  • Engagement templates - You can use templates to quickly create new engagements. The default templates included with Engagement Manager are based on commonly used folder structures that you can update to suit your firm’s needs. You can also create new templates and delete templates as needed.
    When the Modify Engagement Templates security permission is enabled - in the Engagement tab of the
    Setup
    , then
    Permission Groups
     screen - for a member of your firm’s Engagement Manager sign in, they can work with the templates as needed. Standardized folder structures help new staff, as well as current staff, to prepare and review engagements efficiently. You can also add documents (such as formatted Excel journal entry reports, trial balance reports, firm standard checklists, etc.) to the folders. Engagement Manager also allows you to use the templates with Guided Assurance.
    note
    Templates should not contain Custom Excel workpapers due to the way in which they recalculate; templates don’t have a trial balance. We recommend that Custom Excel workpapers reside in a template engagement rather than in the Templates area of Engagement Manager.
  • Fund templates - You can use fund templates when setting up engagements that use a similar fund account structure.
  • Account groupings - You can set up accounting groupings at the firm level so that the groupings are available to all clients.
  • Tax codes - You can set up tax subcodes for your firm for each tax application with which Engagement Manager integrates. Engagement Manager uses tax subcodes to group similar accounts together to avoid the need to provide many details on the tax return, especially in the other deductions area for business entities.
  • Mapping - You are able to map the account classification code to the account type and the account classification subcode to your user-defined firm-level account groupings and tax codes/subcodes using this area.

This article applies to:

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