Crunchafi

Accessing Crunchafi from Thomson Reuters Guided Assurance

This article provides detailed instructions for Thomson Reuters Guided Assurance and Engagement Manager users on how to access Crunchafi Lease Accounting within their audit workflow, including prerequisites such as ensuring the client's lease list is updated, steps to navigate from TR Engagement Manager to Crunchafi, login procedures, and additional resources for firms not yet using Crunchafi.

This article applies to Thomson Reuters (TR) Guided Assurance and Engagement Manager users who need direct access to Crunchafi Lease Accounting as part of their audit workflow.

Before Continuing

Please confirm your client’s Crunchafi lease list is fully up to date for the audit period, including any new leases, terminations, reassessments, modifications, and other updates, and that you have run any relevant Crunchafi reports as covered in the PPC Methodology Playbook.

If your firm is not already using Crunchafi Lease Accounting, click here for more information. If your firm has an account and you need access, contact your firm admin and request a new user invitation.

This article specifically covers how to access Crunchafi from TR Guided Assurance / Engagement Manager. If you need to generate reports from Crunchafi and send them to TR Engagement Manager, see the relevant instructions.

Steps to Access Crunchafi from TR Guided Assurance

  1. 1.

    From the Workpapers list in TR Engagement Manager, click on the AP-70 Property audit program for the client you are currently viewing.

  2. 2.

    Click the Crunchafi icon to the left of the procedure on the TR Guided Assurance list to go to Lease Accounting.

  3. 3.

    Click on Go to Crunchafi when prompted.

  4. 4.

    Enter your email address and click Continue.

  5. 5.

    If you are already logged into Crunchafi, you will be taken to your Client Accounts list. If you are not logged in, you will be prompted for your credentials or signed in via SSO authentication (depending on your account settings).

    Note:

    • If your firm is not already using Crunchafi Lease Accounting, click the Get Started button on the right side of the page or visit the provided link for additional details.
    • If your firm has an account and you need access, contact your firm admin and request a new user invitation.
  6. 6.

    Choose the client from the list to open the My Leases page.

  7. 7.

    From the popup window, select the relevant option to view the procedure details in a separate tab or window. Clicking an option from this list takes you directly to the specific guide section in the PPC Methodology Playbook outside of Crunchafi.

    Additional Notes:

    • If the procedure window does not automatically open or you close it, you can open it at any time by clicking TR PPC Guide in the top navigation bar from the My Leases page.
    • Once you log into Crunchafi Lease Accounting from TR Guided Assurance, the TR PPC Guide option will continue to appear in the top navigation bar from the My Leases page whether you log in again through TR Guided Assurance or from the main login page.
    • You can also view the PPC Methodology Playbook help page at any time for relevant steps and procedure details.