Navigate the Engagement View page in Interim Engagements

Once accounts and balances are imported or manually added, you can view the period information in the trial balance and the system-defined reports: Financial Summary Report, Tax Summary Report, Financial Statements and Leadsheets. The period selected in the drop-down menu list will be retained and displayed across each report as you navigate through each page. If you change the period selected on one page, that period will be retained as you navigate throughout the engagement.

The Engagement View page will display all system-generated reports and workpapers for the whole engagement. You can organize these reports and workpapers in folders and sub-folders as you see fit. For added convenience and clarity, by default the name of each report is denoted with the period to which it belongs to keep everything easy to find and manage.