Assign an engagement
For licensed users of Accounting CS Workpapers
One of the 1st steps in setting up an engagement in Workpapers CS is to add a new engagement binder. Do the following to assign staff to the engagement as part of the engagement binder set up.
- SelectSetupthenEngagement Binders.
- SelectAddto add a new engagement binder orEditto modify an existing one.
- Enter the appropriate identification information and binder dates.
- To assign all staff to the engagement, selectAll staff.
- To assign selected staff to the engagement, selectSelected staff, then mark the checkbox in theAllowcolumn for each staff member that you want to assign work to in the current engagement.noteStaff members must be assigned to the engagement to access it via the Workpapers Dashboard.
- SelectEnterto save the staff assignments.
