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Creating a Client File (Desktop) ​

What it is: The process of setting up a new engagement in Draftworx Desktop by specifying the client's name, financial year, period, framework, and working papers.

What it's for ​

A client file is the container for one engagement period — it holds the trial balance, financial statements, working papers, and client setup information for a single year or reporting period. Creating a new client file is the first step for any new or returning client engagement.

How to do it ​

Navigate to the Main Client List screen, then:

  1. Enter the Client Name of the entity.
  2. Select the Year End — this is the financial year end date of the entity.
  3. Select the Period — adjust if the engagement covers more or less than 12 months.
  4. Select the Framework — this is the template that determines the layout of the financial statements. Country-specific frameworks are available.
  5. Select the Working Papers — these provide the guidance notes and checklists for the type of engagement being performed.
  6. Press Enter to create the file. The client file opens automatically.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-creating-a-client-file

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Creating_a_Client_File__DX001__B1xpZtqiTE-R4Awene8riQ