Overview
You can import, export, create, edit, or delete unbilled charges, such as time entries, fixed fees, and expenses that are associated to a matter easily in ZenCase.
How To Start A Timer (Time Entry)
You can start a timer to track your time you spent working on a particular matter.
Click the lines with arrow icon to the right of your name in the upper right of the top navigation bar.
A right sidebar panel will open up.
Click "Timers" tab.
Click "Add Timer" button.
Once a timer is running, you can click the "Add Matter" button to add a matter.
You can also click "Edit Description" to add a description.
The timer will start running and will be moved to a right sidebar panel that opens up. You can view all your currently running timers from the right panel under the stopwatch icon.
Timers can only be run one at a time. If you start a currently paused timer, any running timer will be paused so the timer can start for another time entry.
Click on the red square icon to stop the timer. Once the timer is stopped, you can click the clock icon to save the timer as a time entry to the system for billing. Otherwise you can click on the red trash can icon to delete the timer without saving for billing.
Click the four arrows pointing outwards icon to "pop out" the timer which you can view and drag around on the screen. You can drag, minimize, or maximize this timer as needed. When you want to "pop in" the timer back into the right panel, click on the four arrows pointing inwards icon.
How To Add Time Entries
You can add time entries from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon in the upper right of the top navigation bar.
Click "Time Entry".
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Billable (Required - Yes or No)
Select Show On Bill (Required - Yes or No)
Select Client (Required)
Select Matter (Required)
Select Task
Select Tags
Enter Description
Enter Actual Hours (Required)
Enter Adjusted Hours (Required - auto populated when you enter Actual Hours)
Enter Rate (Required - auto populated from rate assignment if available)
Enter Private Note
Click the "Discount" button to add a discount type, amount, and note.
Click "Save" or "Save And Add Another".
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new time entry added to the table list.
How To Add Fixed Fees
You can add fixed fees from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon in the upper right of the top navigation bar.
Click "Fixed Fee".
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Client (Required)
Select Matter (Required)
Select Task
Select Tags
Enter Description
Enter Amount
Enter Private Note
Click the "Discount" button to add a discount type, amount, and note.
Click "Save" or "Save And Add Another".
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new fixed fee added to the table list.
How To Add Expenses
You can add expenses from the Quick Add "+" icon from the top bar navigation.
Click the "+" icon in the upper right of the top navigation bar.
Click "Expense".
Select the Member (Required - auto populated as the currently logged in user)
When QuickBooks is enabled, select Expense Type (Required - Client, Firm, or Blackbook).
Select Bill Type (Required)
Fixed Rate - You can enter amount only
Quantity Rate - You can enter quantity and rate which will calculate amount
Select Cost Type (Required)
Hard Cost
Soft Cost
Select Client (Required)
Select Matter (Required)
Select Tags
Select Vendor (Required)
When QuickBooks is enabled, select Class.
Enter Vendor Invoice Number
Check/Uncheck Pay When Paid option
Enter Description
Enter Date (Required)
Enter Quantity (For Quantity Rate)
Enter Rate (For Quantity Rate)
Enter Amount (For Fixed Rate)
Enter Private Note
Upload Attachments as needed
Click "Save" or "Save And Add Another".
Go to the Time & Expenses page clicking the link from left navigation bar. You should now see your new expense added to the table list.
You can also view all of your charges from:
Time & Expenses page
Client > Charges tab
Matter > Charges tab
Member > Charges tab
If you have any questions, please feel free to contact us.