This is where you create your activities which is what you are actually doing for your client that is tied to an engagement. You will need engagements and activities set up to add any time or bill any invoice.

To create an activity, click on the Add button and fill in the required fields. You can also make the activity billable and taxable if you need to. You can add a Default Work Memo if you want and then hit Save & Close

You can edit or inactivate as well.

Activities are accessed in Settings > General Settings> Activities.

Step 1:  Create an Activity Group.  Example Activity Groups:  Tax, Accounting, Office.

Step 2:  Setup Activities under an Activity Group.  When Activities are created they can also be flagged as taxable and a Billing Rate can be assigned to the Activity.  See Understanding Billing Rates

Example structure of Activity Groups with Activities:

Tax
     1120 - Corporations
     1120S - Scorporations
​Accounting
     Quickbooks Training
     Bookkeeping
​Office
     General Office

​Hint:  It is recommended to set up your Company as a Client.  In Client > Settings check the box Mark Slips as Billed.   For any time that is not billable to a client, you have the option to use the General Office activity to track time to your Company and not have it show in Work-In-Progress (WIP) for billing purposes.

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