View Unbilled Charges from Time & Expenses List Page
You can view all of your unbilled charges from the Time & Expenses list page which is available from the left sidebar navigation. Click on the "Time & Expenses" or the clock icon link.
Once on the Time & Expenses list page, you can perform various actions:
View Daily Hours Overview Graph
Export time entries, fixed fees, and expenses
Search or filter time entries, fixed fees, and expenses
View Daily Hours Overview Chart
On the Time & Expenses list page, you can get a quick overview of how many hours you have entered for time each day for the selected month. You will also see a total monthly hours which is a sum of all the time entered for that month.
At the top of the page, you will see under Daily Hours Overview:
Total Month Hours
Month select dropdown
Selected month daily chart with time entry hours for the day
The graph is color coded to display when the hours are above, equal, or below an 8 hour work day:
Green = 8 hours exactly
Yellow = Over 8 hours and under 11 hours
Red = Over 11 hours
Please note that the weekends are greyed out in the chart so that you can quickly see hours entered during the week and hours entered on a weekend.
Save Custom Filters on Time & Expenses List Page
When you filter charges, you have the ability to "save" the filter options you currently have applied to the charges list. This is a very powerful feature to help you organize and quickly access the specific charges you need.
How To Save A Custom Filter:
On the Time & Expenses list page, select a filter dropdown on the page, such as Client, Matter, or Member. You can also select the "More filters" button for more filtering options.
After you have applied the filters you need, click "Save Filters"
Enter your custom filter name in the pop up panel
Click "Save Filters"
You will now see a new oval, pill shaped button underneath the filters
Click "Clear Filters" to clear all filter options
Click your new custom filter name button and you will see all the filters re-applied automatically!
By applying filters and saving custom filters, you can categorize and organize the specific information you are looking for and it's as simple as a click of a button to view your filtered list.
If you have any questions, please let us know!