Engagements

Add an engagement

Close engagements

Delete an engagement

Edit engagement properties

Engagement types

Finalize an engagement

Lock and unlock sections of an engagement

Open an engagement

Roll forward an engagement

Save an engagement as a PDF

Set calculation of engagement dates and GoFileRoom indexing based on Engagement Type

Account structure

Apply the fund structure to an engagement

Assign staff members to an engagement

Change the account structure of an engagement

Generate PPC SMART workpapers

Edit SMART workpapers

Link engagements to PPC's SMART Practice Aids in Engagement Manager

Link a new engagement in PPC's SMART Practice Aids to Engagement Manager

Link an existing engagement in PPC's SMART Practice Aids to Engagement Manager

Use Fund accounting features

Re-index client information for an engagement

Display the status of an engagement

Customize the Status Dashboard

Follow the workflow to set up fund accounting features

Add Engagement screen is wrong

Share an engagement with a third party

Permanently delete an engagement from the Engagement Recycle Bin

Restore a deleted engagement from the Engagement Recycle Bin