How to Enter Time and Fees

Enter Time & Fees feature is used to record lawyer and timekeeper’s time spent on client files or on administrative tasks.

To enter time and fees: 

1. Click on Clients and Matters and select client.
2. Click on time and fees tab and select Enter Time and fees.  The client will automatically be selected.  The client can be changed if needed.
3.  The timer will start when the play button is clicked.  The timer can be paused and restarted.  Another time entry can be entered and then the timer restarted for a previous time entry.  The timer, when stopped will round up to the nearest six minutes or 0.1.  Multiple timers cannot be running simultaneously.
   

4.   The transaction date will default to today’s date.  To change the date, select the Date field and type in a new date or select one from the calendar.

5.   Select or enter the Lawyer or timekeeper code.

6.   Select or enter the time code for the lawyers or timekeeper’s activity. Add Time Code 0 is defaulted to have a blank description.  This allows the user to enter in any description of their choice. Other time codes can be edited to the desired description.  The Description will display on the bill created for the client/matter.  See the Knowledge Base Articles How to Edit Time Codes.

7.    The description will be displayed automatically. the description can be modified  if necessary.

8.    Enter the number of hours spent.

9.   Press Enter to accept the default rate or select an optional rate.

10.   The total fees will be calculated automatically.  The hours field can be skipped and a Fee may be entered instead of hours, if they are not being tracked and the user can to enter a fee in lieu of hours.

11.   Continue to repeat the above steps to enter multiple transactions.

12.   Click Post and Close once all transactions are entered.