Open: CA Portal → Vouching → engagement → Overview / Worklist
Before you begin
CA Vouching must be enabled for the installation and available to your role. Prepare the client, period, source books and supporting evidence.
Practise in a test company first. Check the active company and your permissions. Available options depend on your plan, role and platform.
- 01
Open CA Portal → Vouching, select the client and choose New Engagement. Enter the offered engagement type, name, entity details and period, then create it.
- 02
Open Overview. Import the books and upload evidence using the controls offered for the engagement; review file validation and any PDF-splitting choice.
- 03
Wait for processing and resolve upload failures. Run the offered matching and verification actions and inspect their results.
- 04
Open Worklist and filter the cases needing attention. Inspect each transaction, evidence and finding, then save the review decision and explanation.
- 05
Use Accounts and unclaimed evidence to investigate missing links. Check proposed evidence before confirming or rejecting it; recheck affected cases after changes.
- 06
Resolve blocking findings and review the available export. If authorised, complete the required period sign-off and engagement-status actions, checking each saved status separately.
Check your result
Reviewed cases have recorded decisions and supporting evidence, with outstanding issues visible before sign-off.
If something doesn’t look right
If Vouching is absent, check installation availability and permissions. A completed upload or automated match does not replace the reviewer’s case decision or sign-off.
Contact support →