Overview
You can add time entries, fixed fees, and expenses for a client's matter when viewing a specific client on the "Charges" tab.
From the Charges tab, you can view a quick summary at the top of the page of the hours, unbilled and billed information for your client.
You can also:
Manage time entries, fixed fees, or expenses associated with any of the client's matters
Import charges
Export charges
Search and/or filter charges
Apply discounts to time entries or fixed fees
How To Add Time Entries For A Client
You can add time entries, fixed fees, and expenses for a client. Click the appropriate Add button to add your charge type.
For this example, we will create a time entry for the client.
Go to the Contacts list page
Select a contact in the table by clicking the contact's name
On the specific contact detail's page, click the "Charges" tab
Click "Add Time Entry"
Client and Matter selections will automatically be selected for your client
Note: The first matter in the list will be selected by default. You can change this at any time.
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Billable (Required - Yes or No)
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"
You should now see your new time entry added to the table list. You may need to refresh the page to view updates.
If you have any questions, please feel free to contact us.