“New engagement” dialog
Some fields are visible only for certain engagement types.
| Field | Description |
|---|---|
| Client | Filled in automatically if the engagement is created from a client. |
| Kind | Outgoing or incoming engagement. |
| Engagement type | Contract, audit, subscription, offer, etc. Determines which parameters and details are visible. |
| Status | Affects the visibility of the engagement in timesheets and in the Invoices module. |
| Number | The engagement number. If left empty, an automatic number can be taken from the Registers module. |
| Date | The engagement date (the date the contract was signed). |
| Name | A short name, for example “AFS audit 2024”. |
| Effective from | The date from which it takes effect. |
| Valid until | The date until which it is valid. |
| Served by office/department | Can be used to control access to the engagement. |
| Responsible person | The person responsible for the engagement (in AuditDesktop – the team leader). |
| Contact person | The contact person on the client's side. Makes it easier to assign audit tasks in bulk to the main contact. |
| Includes subsidiaries | Timesheets for the client's subsidiaries are recorded against this contract. |
| Price list, Deferred payment | For the Invoices module. |
| Tags | See Tags. |
| Notes | Free text. |
| Period year, Period from/to | The audited period. |