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Setup engagements

Rollforward a Guided Assurance engagement in Engagement Manager

Do the following to rollforward an entire engagement:
  1. Go to the Engagements column and select your engagement.
  2. Right click, choose
    Administration
    , and then
    Roll Forward
    .
  3. Enter the engagement information then select
    Next
    .
  4. Enter the reporting periods then select
    Next
    .
  5. Enter the engagement dates and indexing information then select
    Next
    .
  6. Select the trial balance information then select
    Next
    .
  7. Fill out the necessary rollforward settings for each workpaper and then select
    Next
    .
  8. Update the reference or description for each workpaper then select
    Done
    .
  9. You'll get an alert that says
    Rollforward is now in progress
    . When that's complete, you'll be returned to your engagement.
  10. Go to the Status tab and then the Guided Assurance - Engagement Procedures Progress section.
  11. Select
    Guided Assurance roll forward is pending, click here to begin
    .
  12. Guided Assurance will open in another window. Select
    Rollforward Guided Assurance data
     then select
    Continue
    .
  13. Choose your industry and then select
    Next
    .
  14. Select the modules you want to include in your engagement then select
    Next
    .
  15. Select the general options you want to rollforward then select
    Next
    .
  16. Modify the rollfoward settings for each workpaper then select
    Done
    .
  17. Your engagement will now be created. When it's finished, you'll get an alert that says "Engagement creation was successful." After you get that message, you can close the screen.
  18. Go back to Engagement Manager to access your rollforward engagement.

This article applies to:

  • Product: Guided Assurance