How to find an engagement on your dashboard and change its settings
The Dashboard lists every engagement you have access to, along with its current upload status and who is looking after it. It is also where you go to change an engagement's settings once it has been created.
When you sign in, you may see a Welcome pop-up asking how you would like to start, offering Create new engagement, Manage users, and Manage settings. To go straight to your engagements instead, select Skip and go to dashboard.
What the dashboard shows
The dashboard opens on the Engagements tab, alongside Reports, Groups, and Manage users. Create New Engagement sits in the top right.
Each engagement occupies one row, with the following columns.
| Column | What it shows |
|---|---|
| Engagement Name | The name of the engagement, as a link. Where the engagement holds data for a particular year, that appears underneath the name. |
| Package type | The accounting package set on the engagement, or Unavailable if none has been set yet. Sortable. |
| Upload status | Where the engagement has got to, for example Awaiting Upload or Upload Completed. |
| Upload due | The date the upload is expected by, if one has been set. |
| Last upload | The date and time of the most recent upload. Sortable. |
| Reconciliation stage | The reconciliation stage, or Disabled where reconciliation is not switched on for that engagement. |
| Data Action | A button, reading either Request Upload or Share Data depending on the engagement. |
| Actions | The three-dot menu, covered in the next section. |
Above the table, you can narrow the list down using Search, which searches by engagement name, or by filtering on Engagement Group, Relationship manager, or Last upload date.
Underneath the table you can move between pages and change how many engagements are shown at a time. The tick boxes down the left let you select more than one engagement at once, and the count of what you have selected appears above the column headings.
Editing an engagement
Step 1
Open the Actions menu
Find the engagement you want, then select the three dots in the Actions column at the end of its row.
The menu offers View as Client, Edit Engagement, Clone, Request a Data Upload, and Delete Data. Select Edit Engagement.
Step 2
Change the settings you need
The Edit Engagement page opens with the engagement's current settings filled in. Fields marked with an asterisk are required. Go to Homepage at the top left to return you to the dashboard.
The page is divided into the following sections.
| Section | What you can change |
|---|---|
| Engagement details | Engagement Name and External engagement ID. |
| Client contacts | The Key Contact, which you can change, edit using the pencil icon, or replace with a new contact using Add new contact. There is also I want to represent this engagement myself, and an Additional contacts field for anyone else who needs access. |
| Team | Engagement Owner, Relationship Manager, Backup owners, and Engagement Agents. |
| Accounting Package | The package the client shares from. Start typing to search the list. |
| Additional settings | The extra features on the engagement, covered below. |
Additional settings is where the optional features are switched on and off. Tick a box to enable that feature and reveal its options.
| Setting | Options |
|---|---|
| Data Refresh | An Automated Refresh Schedule of Daily, Monthly, Quarterly, or Annually, plus a Start date. |
| Reminders | Monthly, Quarterly, or Annually, plus a Start date, which is required once reminders are on. |
| Reconciliation | A tick box on its own, with no further options. |
| Universal connector version | Universal Connector or Universal Connector two. Shown where the engagement uses the universal connector. |
| Years extracted | Current year, or choose the number of years and set Years to extract. |
| Document types for Upload & Share | General Ledger and Trial Balance, Accounts Receivable and Accounts Payable, Full Subledger, or Accounts Receivable and Accounts Payable, Open Items. This decides which upload screen the client sees, so check it matches what you need before saving. |
Step 3
Save your changes
Select Save at the bottom of the page. Cancel leaves the engagement as it was.