Adding an engagement during time entry

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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. See Setting up engagement templates for more information on setting up engagement templates.
  4. Click the Enter button.
  5. Click Done to close the Client Engagements dialog and return to the Time & Expense Entry screen.

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