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Creating a new Client Engagement (Cloud) ​

What it is: The process of setting up a new client file in Draftworx Cloud, including selecting the country, financial reporting framework, working papers, and financial year.

What it's for ​

Each client requires their own engagement file before any drafting work can begin. When creating an engagement, you choose the legal and reporting context (country and framework) and the type of review or audit working papers you need. Creating an engagement deducts prepaid credits from your practice balance.

How to do it ​

Creating a new client engagement ​

  1. Go to your Client List and select Add Client.
  2. Enter the client's name and other details in the fields provided.
  3. Select the Country — this determines which Companies Act governs the Annual Financial Statements. If your country is not listed, choose South Africa or the closest match and adjust country-specific settings in Client Setup afterwards.
  4. Select the Framework (the type of entity and reporting standard, e.g. IFRS, IFRS for SMEs, Companies Act). The price for each framework is shown next to its name. Use the Blue Question Mark Icon for help choosing.
  5. Select the Working Papers (the type of engagement: audit, review, etc.). Use the Blue Question Mark Icon for guidance.
  6. Select the Tax Year and confirm or adjust the Year End date using the calendar icon.
  7. If the engagement covers a non-standard period (more or less than 12 months), select the correct period from the list.
  8. Select Add Client. The engagement cost is deducted from your Prepaid Credits Balance.
  9. You will be taken directly into the new engagement to begin drafting.

Note: You must have sufficient prepaid credits before adding a client. See Adding Prepaid Credits (Cloud) if your balance is low.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-creating-a-new-client-engagement

Walkthroughs: