[Account Owner] Engagements: Detail Page

When Engagements is active, every Engagement created in AdvicePay (includes invoices/subscriptions, eSignature documents, and deliverables) will create a new listing on the Engagements page accessible in the left sidebar:

Engagements are listed by Engagement Name, ID, Status(for Approvals), Create Date, Advisor, and Client. The blue-linked sections: ID, Advisor, and Client, when clicked, are linked to those specific pages. All of these items can be searched in the search bar if needed.

Filter options include:

• Client Account Status (based on the client status - not subscription status)
  • Active
  • Inactive
• Status
  • Pending Approval
  • Active
  • Approval Rejected

On the Engagement details page, we display:

• Summary Engagement information: 
  • Created Date
  • Name of the Engagement workflow used
  • Historical Revenue is the revenue that has been set on the engagement and used
  • Date of Next Recurring Payment (applicable only when there is an Active subscription)
  • Projected Future Revenue is the expected revenue from the engagement
  • Total Engagement Fee is a set total amount for the entire engagement
  • Total Fee Remaining is what is left on the engagement
• The Advisor assigned to the Engagement: Name, Email, and Advisor ID (if present)
• The Client for the Engagement: Name, Email, and Client ID (if present)

*Please note these items may vary based on the Home Office Settings for Engagements.

We also display what's in the Engagement under each respective tab:

• One-Time invoices
• Subscription
• Documents (if applicable)
• Deliverables attached to the Engagement (if applicable)

Clicking the action drop-down Actions button for any of the above will allow you to interact with that specific piece of the Engagement in more detail.