CCH® ProSystem fx® Engagement - Wrapping Up Engagements

This course will provide a recap of the steps to complete a Financial Statement Engagement, including use of Engagement's tracking device for completing and locking your workpapers using Finalize Binder. You will also prepare for the next period engagement by using Roll Forward Binder, using Best Practices along the way.

Type: eLearning
Who Should Attend: Accountants and auditors responsible for preparing, locking down and rolling forward workpapers.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting or Tax
Program/Course Level: Basic

Objectives

• Identify steps completed during a Financial Statement Engagement
• Understand the assignment of User Rights through Staff Groups
• Understand Document Completion tracking
• Lock down your workpapers using Finalize Binder
• Prepare for the next period using Roll Forward Binder