Setup firm administration

Adding an engagement during time entry

Use the
Client Engagements
 dialog to add, edit, or delete an engagement for a client during time entry. To add an engagement, follow these steps.
  1. In the
    Time & Expense Entry
     screen, right-click in the
    Engagement
     field of the client for which you are entering time.
  2. From the context menu, select
    Add Engagement
    .
  3. In the
    Client Engagements
     dialog, you can:
    • Select an engagement from the
      ID
       field. Or,
    • Enter a new engagement in the
      ID
       field and complete the remaining engagement template information, as needed.
  4. Select the
    Enter
     button.
  5. Select
    Done
     to close the
    Client Engagements
     dialog and return to the
    Time & Expense Entry
     screen.

This article applies to:

  • Product: DT Practice