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 (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 tab.
To add a new engagement category grouping:
- Select .
- SelectAdd.
- Enter an ID for the engagement category in theID.
- Enter a short description for the engagement category inDescription.
- Use theInvoice descriptionto enter a description that will be available for inclusion on invoices and reports.noteTo insert a variable date that will update automatically, position the cursor where you want the date to appear and selectInsert Variable Date. Select a date, then a date format, and selectOK. The variable appears between brackets, but will display properly in the comment field.
- SelectEnterto save your changes.noteYou can also add, edit, or delete groupings by right-clicking in a field tied to a list of groupings.
