Locating the Engagement
In Validis, engagements are used to hold data for a single company. If you have multiple companies to upload data for, an engagement will be required for each. These engagements will be shown on the portal dashboard after your account is assigned to it.
After logging into the portal, the active engagement will be highlighted on the top left. Other engagements are displayed on the banner and are greyed out.
To change the active engagement, click the engagement name tile.
Once an upload has been completed, your company name from the accounting package will be displayed on the leftmost information tile below the active engagement name.
If you have many engagements, the active one will be highlighted in the top-left as usual. However to see your other engagements click the ellipsis to open the full list. A search bar is available in the pop-up menu to make locating engagements easier.