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Add A Time Entry, Fixed Fee, And Expense
Add A Time Entry, Fixed Fee, And Expense

How To Add A Time Entry, Fixed Fee, And Expense For A Matter In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

You can import, export, create, edit, or delete unbilled charges, such as time entries, fixed fees, and expenses that are associated to a matter easily in ZenCase.

How To Start A Timer (Time Entry)

You can start a timer to track your time you spent working on a particular matter.

  • Click the "+" icon from the top navigation bar

  • Click "Time Entry"

  • Select the Member (Required - auto populated as the currently logged in user)

  • Enter Date (Required)

  • Select Billable (Required)

  • Select Client (Required)

  • Select Matter (Required)

  • Click "Start Timer" at bottom of window

The timer will start running and will be moved to a right sidebar panel that opens up. You can view all your currently running timers from the right panel under the stopwatch icon.

Timers can only be run one at a time. If you start a currently paused timer, any running timer will be paused so the timer can start for another time entry.

Click the four arrows pointing outwards icon to "pop out" the timer which you can view and drag around on the screen. You can drag, minimize, or maximize this timer as needed. When you want to "pop in" the timer back into the right panel, click on the four arrows pointing inwards icon.

How To Add Time Entries

You can add time entries from the Quick Add "+" icon from the top bar navigation.

  • Click the "+" icon from the top navigation bar

  • Click "Time Entry"

  • Select the Member (Required - auto populated as the currently logged in user)

  • Enter Date (Required)

  • Select Billable (Required - Yes or No)

  • Select Client (Required)

  • Select Matter (Required)

  • Select Task

  • Enter Description

  • Enter Hours (Required)

  • Enter Adjusted Hours (Required - auto populated when you enter Hours)

  • Enter Rate (Required - auto populated from rate assignment if available)

  • Click "Save"

Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new time entry added to the table list.

How To Add Fixed Fees

You can add fixed fees from the Quick Add "+" icon from the top bar navigation.

  • Click the "+" icon from the top navigation bar

  • Click "Fixed Fee"

  • Select the Member (Required - auto populated as the currently logged in user)

  • Enter Date (Required)

  • Select Client (Required)

  • Select Matter (Required)

  • Select Task

  • Enter Description

  • Enter Amount

  • Click "Save"

Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new fixed fee added to the table list.

How To Add Expenses

You can add expenses from the Quick Add "+" icon from the top bar navigation.

  • Click the "+" icon from the top navigation bar

  • Click "Expense"

  • Select the Member (Required - auto populated as the currently logged in user)

  • Select Bill Type (Required)

    • Fixed Rate - You can enter amount only

    • Quantity Rate - You can enter quantity and rate which will calculate amount

  • Enter Date (Required)

  • Select Client (Required)

  • Select Matter (Required)

  • Select Vendor (Required)

  • Enter Vendor Invoice Number

  • Enter Description

  • Enter Date (Required)

  • Enter Quantity (For Quantity Rate)

  • Enter Rate (For Quantity Rate)

  • Enter Amount (For Fixed Rate)

  • Upload Attachments as needed

  • Click "Save"

Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new expense added to the table list.

You can also view all of your charges from:

  • Time & Expenses page

  • Client > Charges tab

  • Matter > Charges tab

  • Member > Charges tab

If you have any questions, please feel free to contact us.

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