Using the Engagement View

The Engagement View provides a way for you to organize and quickly access all the workpapers, reports, leadsheets, and Knowledge Coach forms for an engagement in one location. You can also view status information for workpapers and Knowledge Coach forms, such as whether they have been signed off, are locked, or have notes associated with them. If the file is already in use by another user, this information is visible as well.

• The Engagement View opens automatically when you open an engagement that already has a trial balance uploaded. You can access it from any other page in an engagement by clicking on the navigation bar and selecting Engagement View.
• For consolidated engagements, click Engagement View on the Subsidiary Setup page or click on the navigation bar and select Engagement View.

The Engagement View has the following three nodes for the Tax and Attest modules:

1. Unfiled Workpapers - stores uploaded workpapers

2. Unfiled Reports - stores links to the trial balance, tax summary report, and financial statements

3. Unfiled Leadsheets - stores links to the auto-generated lead sheet

The Engagement View has the following node for the Knowledge Coach module:

1. Unfiled Knowledge Coach Forms – stores Knowledge Coach forms

With consolidated engagements, sub-nodes appear under Unfiled Reports and Unfiled Leadsheets for each entity – the consolidated entity and each subsidiary entity. This makes it easier for you to find the reports and leadsheets by entity and drag and drop them to the desired folder or sub-folder.

The Nodes and Sub-Nodes cannot be deleted or modified.

You can add folder and sub-folders to organize the workpapers, reports, lead sheets, and Knowledge Coach forms. Simply drag and drop the content from the unfiled nodes to the appropriate folder. You can also drag content from one folder to another folder. Items within a node or folder are sorted by index, then by name.

Clicking the index or name of:

• A report or leadsheet opens the page for that item.

• A Microsoft® Excel® or Microsoft® Word workpaper opens the file for editing or viewing if you have installed Workpaper Monitor; otherwise, these workpapers and all other types of workpapers are downloaded to the local Downloads folder.

• A dynamic Knowledge Coach form opens the page in a new browser tab for that item.

• A static Knowledge Coach form downloads the file to the local Downloads folder.

Click a folder or node on the left side to view the contents of the folder or node on the right side. Once the content is on the right side, you can drag and drop, add sub-folders, change the folder properties and perform other actions on the workpapers and reports (i.e. sign off, lock, etc.)

To remove the folder or node from the right side, click on that folder or node on the left side to unselect it.

Custom Engagement Views

The Engagement View allows you to create 10 custom views per user. These custom views will persist across all engagements, allowing you to view your files in a way that works for you. If you make a view your default view, that will be what is shown every time you open an engagement. You can also favorite views that you create, allowing them to be easily selectable.

Note: Views are on the user level and will not be shared across the firm.

Add a View

1. On the Engagement View page, make a change to a column on the right-side grid.

2. A new button, Save View, will appear once a change is detected. Click the button.

   1. Note: You can also reset the changes you made by clicking the dropdown arrow and clicking Reset View.

3. Enter a name for the view and choose to make it the default view or not.

4. Click Save. The new view will be displayed under the Saved Views section on the left pane.

Edit a View

1. On the Engagement View page, select which view to edit from the left pane.

2. Make any change that you want, then click Update View.

3. The view will be updated with the new changes.

Delete a View

1. On the Engagement View page, select which view to edit from the left pane.

2. Click the ellipses next to the view name.

3. Click Delete. The view will be deleted from the left pane.

   1. Note: A view can’t be deleted while it is selected. You must first navigate to a different view, then continue with the delete process.

 

Tell me more about each node.

Node	Description
Unfiled Workpapers	The default location for all workpapers when they are initially uploaded to the engagement.
Unfiled Reports	The default location for the financial statements, tax summary report, and trial balance report that are automatically generated by Engagement.
Unfiled Leadsheets	The default location for the leadsheets that are generated automatically for each financial group assigned to accounts in the financial trial balance.
Unfiled Knowledge Coach Forms	The default location for Knowledge Coach forms that are added to the engagement.

Tell me about the columns in the Engagement View grid.

Column	Description	Engagement Modules
Index	Displays the index for an item if one was assigned. If the index is changed for an item, the new index is immediately visible to all users.	All
Name	Displays the name of an item. Clicking the item name does the following, depending on the type of item: Microsoft® Excel® or Microsoft® Word workpapers open in their native applications with Workpaper Monitor. Workpapers in any other format are downloaded to your computer. Reports and leadsheets open in Engagement. Dynamic Knowledge Coach forms open in a new browser tab. Static Knowledge Coach forms are downloaded to your computer. If the name is changed for an item, the new name is immediately visible to all users.	All
Actions	Displays the icon if there are additional tasks you can perform for an item. Click the icon to display the list of additional tasks that can be performed. The tasks that can be performed vary for different types of content.	All
Notes	Displays the if there is a note associated with this item. Click the icon to open the Notes pane so you can view and work with notes for this item.	All
Status	Used for workpapers only. Displays the following icons as appropriate: Indicates the workpaper is currently being edited. The name of the user is indicated in the Active User column. The name that displays is the name entered in the Report Name field in the staff member's profile in CCH Axcess Staff Manager. Indicates that changes were made and saved after a reviewer signed off on the workpaper. Indicates the workpaper is locked. The status updates automatically as users work with items in the Engagement View. You do not need to refresh your browser to see the latest status.	Attest and Knowledge Coach
Active User	Used for Microsoft® Excel® or Microsoft® Word workpapers and dynamic Knowledge Coach forms only. Displays the name of the first user who opened the workpaper. Subsequent users can open the file in read-only mode, but will be unable to make edits until the active user has closed the file.	Attest and Knowledge Coach
Preparer	Indicates if a preparer has signed off on the item. If the preparer has signed off, the preparer's name and the date of the approval display.	All
Reviewer 2nd Reviewer	Indicates if a reviewer has signed off on the item. If a reviewer has signed off, the name of the reviewer and the date of the approval display.	All
Date Modified	Used for workpapers only. Indicates the date and time when the workpaper was last changed and saved, or a new version was uploaded.	All
Size	Used for workpapers only. Indicates how large the workpaper is in kilobytes.	All
KC Title Year	Displays the year that the title of the KC workpaper was released.	Knowledge Coach
KC Title Name	Displays the title name for the KC workpaper.	Knowledge Coach

Tell me about the tools in the toolbar.

Tool	Description	Engagement Modules
Add Journal Entries	Allows you to view, add, edit, and delete journal entries.	Tax and Attest
Upload Workpapers	Allows you to add workpapers to the engagement. Initially, files are placed in the Unfiled Workpapers node. You can move them to folders or sub-folders if needed.	Tax and Attest
Submit All KC Changes	Saves and publishes all changes you have made since the last time you clicked the button.	Knowledge Coach
Risk Summary	Opens the Risk Summary page, where you can add, review, edit, and delete risks.	Knowledge Coach
Refresh KC Diagnostics	Refreshes the status of all diagnostics.	Knowledge Coach
Add KC Forms	Opens the Add Forms page so you can select additional forms to insert in the engagement.	Knowledge Coach
Add Disclosure Checklists	Visible only if your firm uses CCH Axcess AutoCheck. Creates a disclosure checklist in a section titled Financial Statement Disclosure Checklist.	Knowledge Coach
Print All KC Forms	Create a PDF of all Knowledge Coach html forms in the selected engagement. Microsoft Word, Excel and PDF forms will not be included in the print.	Knowledge Coach
KC Update Available	If a new version of industry content becomes available after you've created an engagement, an Update Available button with a red dot displays.	Knowledge Coach
Subsidiary Setup	Only available in consolidated engagements. Opens the Subsidiary Setup page, where you can add or modify subsidiary information.	Tax and Attest

Tasks You Can Perform from Engagement View

Engagement View allows you to access all the workpapers for the engagement and perform tasks, as described below.

Folder and File Organization Tasks

• Add, edit, and delete folders to the Engagement Index node.
• Move content between nodes and folders.

Workpaper Tasks

• Upload or reupload a workpaper.
• Use Workpaper Monitor to open and edit a Microsoft® Excel® or Microsoft® Word workpaper from within Engagement.
• Download a workpaper.
• View and edit the properties of a workpaper.
• Sign off on a workpaper.
• Lock or unlock a workpaper. (Attest module only)
• Delete a workpaper.

Leadsheet and Report Tasks

• Work with workpaper, report, and leadsheet notes.
• Sign off a leadsheet or report.
• Edit the index or name for a leadsheet or report.

Knowledge Coach Form Tasks (Knowledge Coach module only)

• Work with Knowledge Coach notes.
• View and edit the properties of a Knowledge Coach form.
• Sign off on a Knowledge Coach form.
• Delete a Knowledge Coach form.