In Preparation

Flowchart

flowchart TD
  A[Open In Preparation] --> B[Select engagement]
  B --> C[Import TB / map ledgers]
  C --> D[Draft statements & notes]
  D --> E[Review & approve]
  E --> F[Move toward Finalised]

Steps

1. 1 Open In Preparation from the sidebar to focus the dashboard on active drafts.
2. 2 Select the engagement you need, or create one from Entities / Engagements.
3. 3 Import the trial balance and map ledger codes inside the engagement.
4. 4 Draft Balance Sheet, P&L, cash flow, notes, and disclosures as required.
5. 5 Complete review and approval so the engagement can move to Finalised.