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. Click the Enter button.
  5. Click Done to close the Client Engagements dialog and return to the Time & Expense Entry screen.

This article applies to:

  • Product: Digita Practice Advanced