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ERP ATLASAPPNEURALGovernanceP2Reference
Client Engagement & Work Management
Full nameAccounting Firm Client Engagement and Work Management Micro ERP
Client engagements, deadlines, work evidence, billable time and deliverables need linked records.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Client engagements, deadlines, work evidence, billable time and deliverables need linked records.
Connected workflows
- Client engagements
- recorded deadlines
- work evidence
- approved deliverables
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Professional engagements and casework
- Family ID
- legal
- Configuration scope
- Industry operations
- Standalone scope
- Own clients, matters or engagements, deadlines, responsible staff. Run client engagements, recorded deadlines, work evidence, approved deliverables. Maintain record history and role permissions.
- Core records
- Clients, matters or engagements, deadlines, responsible staff
- ERP connections
- Projects, documents, time, billing
- Primary workflow
- Client engagements → recorded deadlines → work evidence → approved deliverables
- Readiness
- Source-defined reference configuration; runtime unverified.
AI brief
What it is, when to use it, how to start
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Connected catalog
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3 linked records
Application
Client Engagement & Work Management: Accounting Engagement
Full nameAccounting Firm Accounting Engagement App
Maintain matter details, deadlines and approved work notes.
ApplicationClient Engagement & Work Management: Accounting Analyst
Full nameAccounting Firm Accounting Analyst App
Collect documents, complete assigned work and record time.
ApplicationClient Engagement & Work Management: Accounting Client
Full nameAccounting Firm Accounting Client App
Upload requested documents, view shared status and approve deliverables.