Editing the Engagement Settings
You can view your Engagements on the Engagements Dashboard when initially logging into the portal.
The details shown can include the engagement name, most recent accounting package used for upload, upload or invitation status, reconciliation stage, upload due date, and last upload date.
To edit an engagement click on the 3 vertical dots in the top right-hand corner then select Edit Engagement.
The Engagement team details will be displayed along with the Upload Reminder details if you are using that option, amend the relevant information, and click on the Save button to save your changes.