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.

Steps :

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.  You can change the client if you wish.
3. The timer will start automatically if the Enable Automatic Timer has been selected in Settings at the bottom of the window.
4. The transaction date will default to today’s date.  If you want to change the date you can 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.
7. The description will be displayed automatically. You can modify the description 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.  You can also skip the hours field and enter a Fee instead if you are not tracking hours for the time entry and want to enter a fee in lieu of hours.
11. Continue to repeat the above steps to enter multiple transactions.
12. When you are finished entering transactions, click Post and Close.