We have different engagement types and we will have a better understanding of them, but, first, we need to know...

An engagement template is a setup that includes engagement entities and actions that you know you will frequently apply to...

As explained here on what templates are and how to add templates. We will create multiple projects/engagements using an already...

Your business exists to offer services to its customers and Seegad needs to know what these services are. It will...

Here, we will be adding a client. To add a client, on the Engagements page, click on the Clients menu,...

Engagements are planned set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations....

A Project Phase is a way to observe, measure and monitor the progress and/or performance of an engagement. Project Phases,...

An income, simply put, is money that business receives in exchange for providing a good or service or through investing...

Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track...

There is this old saying  – “If you fail to plan, then you plan to fail”. We thinking it is...