Setup firm administration

Setting up engagement category groupings

Your firm may wish to track the work it performs through a series of engagements. For example, you might add a
1040
 engagement to a client and assign
Tax
 as the engagement category, or you could add a
Payroll
 engagement with an
Accounting
 engagement category.
In addition to engagements, you have the option of classifying work by activity categories and specific activities. It is vitally important that you take great care in deciding how to implement a structure of engagements, activity categories, and/or activities, so that you can make the best use of the application’s reporting capabilities.
The items you add in this screen are available for selection in the Clients setup screen > Engagements tab.
To add a new engagement category grouping:
  1. Choose Setup > Groupings > Clients > Engagement Categories.
  2. Select the
    Add
     button.
  3. Enter an ID for the engagement category in the
    ID
     field.
  4. Enter a short description for the engagement category in the
    Description
     field.
  5. Use the
    Invoice description
     field to enter a description that will be available for inclusion on invoices and reports.
    note
    To insert a variable date that will update automatically, position the cursor where you want the date to appear and select the Insert Variable Date button. In the
    Insert Variable Date
     dialog, select a date, choose a date format, and select
    OK
    . The variable appears between brackets, but will display properly in the comment field.
  6. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: DT Practice