Engagements & Services
Engagements define which services your practice provides to each entity. They link an entity to a service from your practice's service catalogue, with associated fee arrangements and staff assignment.
Creating an Engagement
- Open the entity's Engagements tab
- Click + Add Engagement
- Fill in:
- Service — select from your practice's service catalogue
- Responsible Person — staff member or partner responsible
- Fee Type — Fixed fee, hourly, or mixed
- Fee Amount — agreed fee (if fixed)
- Start Date — when the engagement begins
- Notes — any special arrangements
Engagement Fields
| Field | Description |
|---|---|
| Service | From service catalogue (e.g. Annual Accounts, Tax Returns) |
| Responsible Person | A practice member assigned to this engagement |
| Fee Type | Fixed, Hourly, or Mixed |
| Fee Amount | Agreed-upon value |
| Status | Active, Completed, or Suspended |
Service Catalogue
Your practice defines a service catalogue in Settings → Services. Common services include:
| Service | Type | Description |
|---|---|---|
| Annual Accounts | Fixed Fee | Year-end financial statements |
| Monthly Bookkeeping | Fixed Fee | Recurring monthly processing |
| Tax Returns | Fixed Fee | ITR12, ITR14 preparation |
| VAT Returns | Fixed Fee | Monthly/bi-monthly VAT201 |
| Payroll Processing | Fixed Fee | Monthly PAYE and UIF |
| Ad-hoc Advisory | Hourly | Consulting and advisory work |
| Company Secretarial | Fixed Fee | CIPC annual returns, resolutions |
Managing Engagements
From the Engagements tab, you can:
- View all active engagements for the entity
- Edit fee arrangements and responsible persons
- Remove an engagement (deactivates it)
- Link to billing — engagements feed into invoice creation
Linking Engagements to Billing
When creating an invoice, you can select an engagement to:
- Pre-fill the service and fee amount
- Track revenue per engagement
- Generate contracts from engagement terms