ChangeGPS Knowledge Base and Support Articles

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ChangeGPS Knowledge Base and Support Articles

Engage

Engage

How to engage clients with our pre-written service items and terms

Getting Started

I have recently subscribed to Engage, how do I get started?

How can I give team members access to Engage?

How do I start a new Engagement letter?

What actions can I take from the Engage Dashboard?

Settings and Features

Are the Engagement letters compliant with the new APES 305 Terms of Engagement?

Can I create rate Engagement letters with hourly fees and multiple accountants?

What settings do I need to customise to use Engage for my firm?

How do I access my client list from XPM?

Where do I add the hourly rates and new position types for the staff summary table?

Where do I find the Service Item Editor to customise or add new service item templates?

How do I change the Professional Body logo used in your Engagement letter's Terms of Engagement?

Where do I edit individual Engagement letter service descriptions?

What are the available payment options for services?

How do I add different entities to an Engagement letter?

How do I keep a record as evidence of an individual client ID cited?

Why include visual client identification in our onboarding workflow?

How do I edit or create a new version of an existing Engagement letter?

How do I use the Disengage feature of Engage?

What are the locations of some of the Cloud computing services used by members?

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Client Acceptance

What are the signing and approval options for new Engagement letters?

Integrated Payment Options

Step by step workflow for Engage with GoCardless integration for payments

View, Manage or Cancel Direct Debit Payments directly in GoCardless

Automatically trigger a draft invoice in Xero Blue