The Engagements list shows key statistical data about your engagements. Data collected includes:
- Created: The date the Engagement was created.
- Last Update: When the engagement was last updated. Updates include loading new documents, running matches, or adding labels to transactions.
- Stmt Transactions: Total number of transactions created by importing Bank Statements (PDFs). Includes assigned and unassigned transactions, but does not include transactions from Transaction Lists or deleted statement transactions.
- Del Stmt Transactions: Bank statement transactions from periods that have been deleted, or individual transactions deleted from periods.
- List Txns: Total number of transactions created by importing Transaction Lists (CSVs).
- Items: Total number of items created by importing Check Images (PDFs) or Check Item Lists (CSVs). Each deposit and front is counted as an individual item, including fronts that are associated with a deposit.
- ERP Txns: Total number of (GL) transactions created by importing Accounting Extracts.
- Accounts: Number of Accounts setup for this Engagement.
- Stmt Pages: Total count of PDF pages from all Statement Files in Ready Status (completed Extraction).
- No Txn Pages: The count of PDF statement pages that have no transactions on them.
- Check Image Pages: Total count of PDF pages from all image files in Ready Status (completed Extraction).
- No Check Pages: The count of PDF image pages that have no items on them
- Brok Stmt Pages: Total number of pages created by importing Brokerage Statements (PDFs).
- Brok Statements: Total number of Brokerage Statements imported.
- Activity: A check mark here indicates that this Engagement has some process currently running.
Some of the columns may not be displayed in your Engagement List. All grids are configurable, see configuring data grids.