{% extends "ui/templates/base/layout.html" %} {% block content %}
Choose one enabled firm service, assign the engagement team, and create the same engagement for multiple clients.
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.
Used only when the selected service is an assurance engagement and the firm setup requires a review partner.
Existing engagements for the same client, service and financial year are skipped automatically. No existing engagement is overwritten.