Overview
You can add time entries, fixed fees, and expenses for a matter when viewing a specific matter on the "Charges" tab.
From the Charges tab, you can view a quick summary at the top of the page for the hours, unbilled, and billed information for your matter.
You can also:
Manage time entries, fixed fees, or expenses associated with the matter
Import charges
Export charges
Search and/or filter charges
Apply discounts to time entries or fixed fees
How to Add Time Entries for a Matter
You can add time entries, fixed fees, and expenses for a matter. Click the appropriate Add button to add your charge type.
For this example, we will create a time entry for the matter.
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter detail's page, click the "Charges" tab
Click "Add Time Entry"
Client and Matter selections will automatically be selected for your matter
Select the Member (Required - auto populated as the currently logged in user)
Enter Date (Required)
Select Billable (Required - Yes or No)
Select Task
Enter Description
Enter Hours (Required)
Enter Adjusted Hours (Required - auto populated when you enter Hours)
Enter Rate (Required - auto populated from rate assignment if available)
Click "Save"
You should now see your new time entry added to the table list. You may need to refresh the page to view updates.
Note: Time entries, expenses, and fixed fees can only be added to active matters. Once a matter has been marked as Archived, Completed, or Closed, no additional time entries, expenses, or fixed fees can be recorded against that matter.