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Linking activities to engagements

Practice CS doesn't include a way to associate or link Activities to specific Engagement Templates or Engagements in Practice CS.
This is intentional. An activity code might be associated with multiple engagements to reduce the total number of engagement codes that need to be set up and entered on time and expense transactions. An example would be an Activity called Preparation, which could be used in a transaction where the engagement is any one of the various tax returns plus other accounting-related engagements, such as Write-up or Payroll.
If you use the Project Management module when entering a time or expense transaction:
  • The engagement will be limited to only those assigned to the client.
  • The projects will be limited to only those associated with the engagement
  • The tasks will be limited to only those associated with the project. (Once the task is selected, the associated activity is automatically entered.)

This article applies to:

  • Product: Practice CS