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Engagements and Timesheets are in beta. They are off for most workspaces. If you don’t see them, ask eggz support to switch them on. There is no setting for you to turn on yourself.

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What it does

An engagement holds a client’s retainer, hourly rate and billing day, so you agree the terms once. Timesheets are where you log the hours worked against that retainer and confirm each week. Each billing cycle, eggz works out the invoice from the terms and your confirmed hours, and raises it as a draft. Nothing is sent to your client, and nothing reaches Xero, until you publish the invoice yourself.

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Open them

Engagements and Timesheets aren’t in the menu yet. Once your workspace has the beta, go straight to the page: Without the beta, those addresses show a “not found” page.

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Add an engagement

1

Start a new engagement

On Engagements, click Add your first engagement. Once you have one, the button reads New engagement.
2

Fill in the client

Choose a Customer, then set the Name on the invoice, the Invoice reference prefix (A to Z, 0 to 9 and hyphens), and the Status: Active, Paused or Ended. Every invoice is referenced as the prefix, then the year and month. The customer can’t be changed later. A new customer means a new engagement.
3

Set the terms

Fill in Retainer hours a month, Hourly rate, ex tax, Currency, Payment terms, in days, and Billing day (1st of the month or 25th of the month). Pick what happens to Hours beyond the retainer: Bill them at the rate or Absorb them. Tick Bill the retainer in advance if you bill ahead. On the 1st that means the month you are in. On the 25th it means the month you are about to enter.
4

Say where invoices go

Add an Accounts contact and, if you like, Copy to addresses separated by commas, plus any Notes. You can’t stage an invoice pack without an accounts contact.
5

Create it

Click Create engagement. To change the terms later, open the engagement and click Edit terms.
The list shows each client’s retainer, rate, billing day and status. A paused or ended engagement can’t have a cycle raised until you set it back to Active.

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Log and confirm a week

On Timesheets, pick the Engagement and use Previous week and Next week to find the week.
1

Log hours

Choose the Day, say What was done, enter the Hours, and click Log hours. The description goes on your client’s timesheet. One entry can’t be longer than a single day’s work, so split longer stretches across the days they were worked. Click Remove on a row to take an entry out.
2

Confirm the week

When the week is right, click Confirm week. The week shows Confirmed and its hours are locked. Confirming is what makes them billable and visible to your client.
3

Reopen if you must

To correct a confirmed week, click Reopen week. You can’t reopen it once its hours have gone onto an invoice.
Anyone can log their own hours. Confirm week and Reopen week are for admins only. You can also review and confirm a week from ChatGPT or Claude.

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Raise a cycle

Open an engagement and find Raise a cycle. Admins and accountants can raise a cycle.
1

Choose the billing date

Set the Billing date. Add Extra hours last month if you worked beyond the retainer. If the engagement sells a block of hours, fill in Block instalment with the instalment number to bill.
2

Check the invoice

eggz shows the invoice it will raise, with its reference, issue and due dates, lines, subtotal ex tax and total.
3

Raise it

Click Raise this draft invoice. The cycle appears under Cycles raised. Raising the same cycle again gives you the invoice you already have, never a second one.
Publish the draft from the invoice, as in Publish invoices & quotes to Xero.

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Authorise in Xero

Once a draft is in Xero, the In Xero card on the invoice shows Authorise in Xero for an invoice that’s a draft or awaiting approval. Only organisation admins see it.
  1. Click Authorise in Xero.
  2. Read the confirmation, Authorise this invoice in Xero? Authorising posts the invoice to your customer’s account in Xero and, as the dialog puts it, locks the invoice number. Xero assigned that number when the draft was created. Nothing is emailed to your customer.
  3. Click Authorise in Xero again to go ahead. You see Authorised in Xero.
Then send it to your customer from Xero. eggz never sends it for you.

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Send the invoice by email

Each row under Cycles raised has an Email pack. Open it and click Stage the pack. eggz writes the subject and body and attaches the invoice PDF. You can Copy subject and Copy body, and Attach a timesheet PDF. Nothing here sends mail. Send it from your own mail client, then click I’ve sent this to record that you did. That freezes the pack, because it becomes the record of what you sent. Refresh the pack rewrites the wording from the invoice, so adjust the words in your mail client, not here. Discard sets an unsent pack aside.

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Common questions

They’re in beta and switched on per workspace. Email support and ask for timesheet billing.
Your workspace doesn’t have the beta, or no longer does. Email support to turn it on.
Not an invoice. A raised cycle is a draft inside eggz. Nothing is sent, and nothing reaches Xero, until you publish it. Confirming a week is separate: that makes its hours client-visible, but it doesn’t send or publish any invoice.