Enabling the Accounting Engagement Feature

This Feature Console page allows you to enable the Engagement functionality in Accounting.

You can then add the Engagement field to the Sales Invoice and Sales Credit Note Lightning page layouts. This allows you to track and report on these documents for engagements. The Engagement field is also available when filtering or grouping sales invoices for consolidation. For more information, see Engagements in the Foundations Help.

To enable the Engagement functionality in Accounting, work through the steps in the order shown.

For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing any manual steps is provided below.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.