Configure Batch Settings on an Engagement

You must add batch settings at the engagement level for billing items to be considered.
  1. Navigate to the Home page in the MSP view.
  2. Click Engagements.
  3. Click the engagement number from the Requisition Number column.
    You can use the request type buttons to filter the view in the table, or use the search bar (enter search parameters) to locate the engagement.
  4. On the engagement Batch Billing tab, in the Billing Approver List section, click .
  5. In the search section, enter the client manager details.
  6. Click .
  7. In the Results table, select the check box for the approver.
  8. Click .
  9. Click .