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Set up engagement category groupings

note
The
Engagement Categories
 screen is a user-defined terminology screen. Your firm may refer to the screen by a different name. You can view the default names for user-defined items by selecting
Help
Enable Default Terminology
 (or by pressing CTRL+Shift+H).
For a summary of groupings and strategies for implementing them, refer to Set up grouping.
Your firm can track work through a series of engagements. For example, add a
1040
 engagement to a client and assign
Tax
 as the engagement category. Or add a
Payroll
 engagement with an
Accounting
 engagement category.
In addition to engagements, you can classify work by activity categories and specific activities. Take care when deciding how to structure engagements, activity categories, and/or activities to 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. Select
    Setup
    Groupings
    Clients
    Engagement Categories
    .
  2. Select
    Add
    .
  3. Enter an ID for the engagement category in the
    ID
    .
  4. Enter a short description for the engagement category in
    Description
    .
  5. Use the
    Invoice description
     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
    Insert Variable Date
    . Select a date, then 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 by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: Practice CS
  • Subject: Setup