This video walks you though the different ways you can enter time within Practice Pro.
Ways to Enter Time
The different ways you can enter time in Practice Pro include:
Timers
Manually adding time entries
Entering fixed fees
Timers
To start a timer, follow these steps:
In the top right navigation bar, click the icon to the right of your name. A right sidebar panel will open.
Click on the Timers tab.
Click the Add Timer button to start a new timer.
Once the timer is running, use Add Matter to link the timer to a matter.
Use Edit Description to add your time entry narrative.
If applicable, use Add Task to associate the time entry to a task.
Note: Only one timer can run at a time. Starting a new timer will automatically pause any currently running timer.
To stop a timer, follow these steps:
Click the Red Square to stop the timer.
Turn the timer into a time entry by clicking the clock icon.
Alternatively, you can delete the timer using the red trash can icon.
Confirm your time entry details.
Click Save.
Manually Adding Time Entries
To manually add a time entry, follow these steps:
Click the Quick Add Plus icon in the top navigation bar.
Select Time Entry.
Complete the required fields.
Select the client name from the drop down menu or enter the client name or client number.
Enter your matter name or matter number or select the matter name from the drop down menu. Alternatively, you can enter your matter name and the client will automatically be attached.
Add any optional details such as Task to link the time entry to a specific task or tags to tag your time entry and utilize the tag to filter your time in the future.
Enter your time entry narrative in the description field.
Enter the actual amount of time for the entry.
The private note field is a spot where you can add an internal note to the time entry. That note is viewable in the pre-bill list view but never appears on a final invoice to the client.
If applicable, add a discount.
Click Save.
Your New Time entry will appear on the Time and Expenses page.
Defaults: There are several settings that are defaults, but can be updated, if needed.
The member will default to the member logged into the system.
The date will default to today's date, but that can be changed by selecting the calendar or by manually entering the date.
By default the time entry will be billable, but you do have an option to mark it as non billable which will set the rate to 0 resulting in a $0.00 charge for the time entry.
Show on Bill will default to YES, indicating that this time entry should appear on the final invoice to the client.
The rate will automatically populate from the matter client or member default rate.
Entering Fixed Fees
To add a fixed fee entry, follow these steps:
Click the Quick Add Plus icon.
Select Fixed Fee.
Complete the required fields as you would for hourly time, but enter a flat amount in place of hours.
Click Save.
Note: You cannot create a new timer or time entry for matters that have been closed or archived. To record time for such matters, you must first reopen them.
Where To Add Time
You have the ability to add hourly and fixed fee time entries from several locations in the system.
Timer
Quick add button
Time and Expenses page
Directly adding time entries to the Charges tab of both the client and the matter
Global search bar
Where to Review Time
All time entries, no matter where they are created, can be reviewed on the Time and Expenses page, as well as on the Client Charges tab and the Matter Charges tab.
