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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, and that you have run any relevant Crunchafi reports as covered in our PPC Methodology Playbook. 

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

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