Sending Reports from Crunchafi to Thomson Reuters Engagement Manager

This article applies to Thomson Reuters (TR) Engagement Manager users who need to send reports from Crunchafi Lease Accounting to TR Engagement Manager 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. Ensure you have run any relevant Crunchafi reports as covered in the PPC Methodology Playbook.

To continue with the steps below, you must access Crunchafi via TR Guided Assurance / Engagement Manager. See instructions here.

Steps to Send Reports from Crunchafi to TR Engagement Manager

1. 1.From the My Leases page, select the relevant leases and click Export for the report you want to generate under the Reports section at the bottom of the page.
2. 2.Click on the Thomson Reuters icon next to the report once it is finished generating (bottom-right corner).
3. 3.Click Connect Thomson Reuters Account if prompted.
4. 4.Click Accept when prompted to authorize access if prompted.
5. 5.Select the TR engagement from the dropdown list, select the destination folder for the report(s), and click Send Report.
6. 6.Click View in Engagement Manager.
7. 7.In TR Engagement, you can find or export the reports under the folder you selected in Crunchafi.

Note:

Alternatively, you can click the download icon from the report tray in Crunchafi Lease Accounting if you want to export the report directly to your computer.