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

For monthly or quarterly services, due dates are calculated separately for each generated period.

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

Defaults to the Engagement Partner when left blank.

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, financial year and period are skipped automatically. No existing engagement is overwritten.

Cancel
{% endblock %}