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Setup engagements

Create a new Guided Assurance engagement in Engagement Manager

Before creating your engagement, make sure you're signed into Guided Assurance from Engagement Manager. Sign in to www.engagementmanager.com with your username and password. Select
User
 and choose
Preferences
. Go to the
Guided Assurance
 tab and enter your credentials then select
Save
.
Do the following to create a Guided Assurance engagement in Engagement Manager:
  1. Go to the
    Engagements
     tab.
  2. Select
    Add
     then
    Add engagement
    .
  3. Enter the
    Client Name
     then select
    Next
    .
  4. Choose
    Guided Assurance
     as your external integration source and then enable Confirmation, if applicable.
  5. Choose
    New
     for engagement source and then select
    Next
    .
  6. Enter a name for your engagement and then choose your engagement type.
  7. Assign staff and tax information and then select
    Next
    .
  8. Enter accounts and reporting period information and then select
    Next
    .
  9. Select account groupings and then
    Next
    . 
  10. Add dates and indexing information and then select
    Done
    .
  11. You engagement is now available in the Engagements column on the left. Select your engagement to open it in the center pane.
  12. In the Workpapers tab, there will be an alert that says
    Guided Assurance setup is pending, click here to begin
    . Select the link.
  13. Guided Assurance will open in another window. Choose
    Set up the engagement
     and then select
    Continue
    .
  14. You'll need to setup the following:
    Industry:
    1. Choose
      New
       for Source.
    2. Select the type of engagement you want to create for Engagement Type.
    3. Select your PPC Practice Aid title for Industry.
    4. Depending on the type of engagement you create, you might be prompted to select other modules to include in the engagement. Select other Guided Assurance modules, as needed.
    5. Select
      Next
      . 
    Audit Area:
    1. Choose the audit areas you want to include in your engagement.
    2. Select
      Next
      .
    Setup Questions:
    1. Answers the setup questions by choosing
      Yes
       or
      No
       for each one.
    2. Select
      Done
      .
  15. Your engagement will now be created. When it's finished, you'll get an alert that says
    Engagement creation was successful
    . Close the screen after you get that message.
  16. Go back to Engagement Manager to access your new engagement.

This article applies to:

  • Product: Guided Assurance