Add an engagement during time entry

Use the Client Engagements screen to add, edit, or delete an engagement for a client during time entry.

To add an engagement, follow these steps.

Right-click in the Engagement
field of the client for which you are entering time on the

Time & Expense Entry

screen.

Select Add Engagement
.

Select an engagement from the ID
field in the

Client Engagements

window.

Or enter a new engagement in the ID
field and complete the remaining engagement template information.

Refer to Set up engagement templates for more information.

Select Enter
, then select Done
to close the

Client Engagements

window and return to the

Time & Expense Entry

screen.

This article applies to: