{% 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.
Optional for non-assurance engagements. A selected Review Partner is saved for every engagement created in this batch.
Existing engagements for the same client, service and financial year are skipped automatically. No existing engagement is overwritten.