Manual Time Records on a Matter
You can create manual time records on a matter to log any time you have spent working on matter documents, tasks, meetings etc.
All time records will be visible on the Financial / Time tab of a matter, where they can be edited or deleted as needed.
You will also see your time logged in your daily time sheet or to view time logged from previous days, go to the Time History page.
Create a New time record
To create a time record linked to an item you have been working on, click on the New time record icon wherever available.
All time records for a document will also be visible on the Documents tab when clicking on down arrow before the document name.
Emails
Bundles
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Events
Time record on events will auto-populate with the date and time of the event:
You can also use the Quick Create button to create a new Time record or click +Time button on the Financial / Time tab within a matter. This time record will be linked to the matter, but not to any specific item.
Time record details
The New time record window will open, where you can enter all details as relevant. Mandatory fields are marked with a red Asterix *
1 – Choose the matter you wish to log time on, or if you are creating this record on an existing matter item this will be auto-populated.
2 – Enter a description for what you spent time on. This will be visible in your bill if included. The description will auto-populate with the item name if creating a new time record on a specific item like a document, email or call log.
3 – You will show as auto-populated in the User field, but you can change to another user if you need to log their time.
4 – Date will auto-populate, but you can change if needed, to log time on a previous day.
5 – Choose a Record type as relevant. If you don’t see the option you need, please choose Misc. When creating this record on an existing matter item this will be auto-populated with the item type, such as document, email, call log etc.
6 – Time type will show the default value as set in your firm time type settings. You can change to a different time type if needed, choosing from the available options of Billable and Non-billable time types. If the selected time type has default time values, this will auto-populate the Billable time field (10).
7 – Hourly Rate will be auto-populated with the default rate as per your firm billing method settings, and you can change as needed.
8 – You can enter the Start and End time values as needed or leave at 00:00. If your firm has set these as mandatory, you will need to enter the values to be able to save the time record.
9 – Enter the Total logged time that you spent working on this item.
10 – This field will auto-populate with Total logged time value, but you can edit to show how much of that time needs to be Billable time. Only billable time value will be included in bills.
NOTE: If the time type you had selected is Non-billable, this field will show as Non-billable time instead.
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