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Client Setup (Cloud) ​

What it is: The area within a client engagement where you enter and manage all non-financial information about the client — such as entity details, addresses, signatory dates, and presentation preferences — which automatically flows through to the Annual Financial Statements.

What it's for ​

Before preparing financial statements for a client, you need to configure their profile: entity name, registration number, address, financial year dates, and how the statements should be presented (cash flow method, income statement layout, currency rounding). This information is stored once and used throughout all documents in the engagement. Most fields can be updated at any time, except the entity name and the financial year end date, which lock two weeks after the engagement is created.

How to do it ​

Accessing Client Setup ​

  1. From the Client List, select the Client Engagement you wish to configure.
  2. Select Client Setup in the navigation menu.
  3. Select Client Setup again to enter the settings area.

Quick Settings — key fields ​

  1. Enter the Entity Name, Trading As, and Registration Number. Leave any inapplicable field blank — the Annual Financial Statements will hide it automatically. Note: the Entity Name and Financial Year End Date lock two weeks after the file is created.
  2. Set the Date of Signature (when the partner signs off) and Financials Approval date (when directors approve) using the calendar dropdowns.
  3. Enter the client's Business, Postal, and Registered Address. Use the Copy from Business Address shortcut to copy the same address across fields.
  4. Set Currency Rounding — defaults to Decimals (no cents). This affects the AFS display only, not the Working Trial Balance.
  5. Set Cash Flow Type — choose between the Indirect method (default) and the Direct method.
  6. Set SoCI Presented by — choose between Function (default) and Nature layout.
  7. Enter the Nature of Business description — this appears in the Annual Financial Statements.

Other setup sections ​

Client Setup also includes sections for: Secretarial Information, Financial Years, Additional Disclosures, Contact Information, Firm Details, Layout Customisation, Visual Customisation, Naming Conventions, and Displaying Distributions in Trust+ Framework. Each is accessible from the Client Setup navigation. Full walkthroughs are linked below.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-client-setup

Walkthroughs: