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This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements

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.
note
Engagement Manager clears the trial balance history. It clears workpaper properties specific to Engagement Manager, such as notes added, user assignments changed, signoffs added, and exports. However, the GoFileRoom history will remain, including when the document was added, edited, or archived. The history in engagement properties remains intact by design. Engagement Manager doesn't clear the document history that is stored in GoFileRoom. The engagement properties remain intentionally uncleared.
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).
      note
      The workpapers will be retained as a workpaper once you finalize the engagement. The reports will be retained if you set
      Delete during finalize
       to
      Retain
       when you create the report.
    • 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.

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