{% extends "ui/templates/base/layout.html" %} {% block content %}

Bulk Engagement Setup

Choose one enabled firm service, assign the engagement team, and create the same engagement for multiple clients.

Back
{% if error_message %}
{{ error_message }}
{% endif %}

Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.

The engagement branch is derived automatically from the selected Partner’s branch.

Optional for non-assurance engagements. A selected Review Partner is saved for every engagement created in this batch.

0 clients selected
{% for client in clients %} {% set search_text = ((client.client_code or '') ~ ' ' ~ (client.client_name or '') ~ ' ' ~ (client.trade_name or '') ~ ' ' ~ (client.pan or '') ~ ' ' ~ (client.gstin or '') ~ ' ' ~ (client.client_type or ''))|lower %} {% else %} {% endfor %}
Code Client PAN / GSTIN Type Current Partner
{{ client.client_code }}
{{ client.client_name }}
{% if client.trade_name %}
{{ client.trade_name }}
{% endif %}
PAN: {{ client.pan or '-' }}
GSTIN: {{ client.gstin or '-' }}
{{ client.client_type or '-' }} {{ client_partner_names.get(client.partner_id, '-') if client.partner_id else '-' }}
No clients are available for assignment.

Existing engagements for the same client, service and financial year are skipped automatically. No existing engagement is overwritten.

Cancel
{% endblock %}