Viewing Properties for an Engagement
To view the properties for an engagement, do the following:
- Locate the engagement on the Engagement List page.
- Click in the Actions column for the engagement and select Properties.
The following information displays on the Engagement Properties pane:
- Client ID and client name
- Engagement name
- ID
- Year-end date
- Frequency
- Period start date
- Period end date
- Engagement type
- Engagement modules
- Tax entity type
Notes:
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You can edit the engagement name, ID, or engagement type on the Engagement Properties window.
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None of the other properties are editable.