{% set resources = resources or {} %}

Engagement Data & Documents

Tally/accounting storage and engagement files are available here before the task checklist.

Open Full Document Register
Accounting Intelligence
Client accounting .act path
{% if resources.registered_mirror %}
Registered mirror · FY {{ resources.registered_mirror.financial_year }} · v{{ resources.registered_mirror.version_no }}{% if resources.registered_mirror.company_name %} · {{ resources.registered_mirror.company_name }}{% endif %}
{% endif %}
{% if resources.registered_mirror %}Mirror Available{% endif %} {% if resources.storage_node_name %}{{ resources.storage_node_name }}{% endif %}
{% if resources.accounting_local_path %}

This is the existing .act accounting/intelligence database path used by the Local Agent. Uploaded Tally data paths are shown separately on the right.

{% elif resources.accounting_relative_path %}
{{ resources.accounting_relative_path }}

The relative accounting path is known, but this branch does not currently expose a configured local storage root.

{% else %}

Accounting path is unavailable for this engagement.

{% endif %} {% if resources.registered_mirror and resources.registered_mirror.tally_data_local_path %}
Tally Working Data Path

This path is stored with the Client + FY mirror metadata and is reused by the engagement workspace.

{% endif %}
Current Engagement Files
{{ resources.document_options|length }}
{% for doc in resources.document_options %}
{{ doc.title }}
{{ doc.document_type|replace('_',' ')|title }} · v{{ doc.version_no }}{% if doc.latest_filename %} · {{ doc.latest_filename }}{% endif %}
{% if doc.storage_status %}{{ doc.storage_status|replace('_',' ')|title }}{% endif %}
{% if doc.latest_relative_path %}
{{ doc.latest_relative_path }}
{% endif %}
{% else %}
No engagement documents uploaded yet.
{% endfor %}
{% if resources.tally_data_files %}
Uploaded Tally Data Paths

Copy the required year path for opening-balance comparison or local Tally work.

{% for tally in resources.tally_data_files %}
FY {{ tally.financial_year }} v{{ tally.version_no }}{% if tally.latest_filename %} · {{ tally.latest_filename }}{% endif %}
{% if tally.local_path %}
{% elif tally.latest_relative_path %}
{{ tally.latest_relative_path }}
{% endif %}
{% endfor %}
{% endif %}
Upload from Engagement Page

Select Tally Data or a service task category. Category uploads stay linked to the existing task/evidence workflow.

{% if resources.task_categories %}

Categories come from this service's Task Category master; older engagements are mapped through their task templates where needed.

{% endif %}

Previous-year Tally data is kept separately so opening balances can be compared without replacing the current-year dataset.

Tally Data is stored at engagement level and remains separate from task-category evidence.