Time & Expenses List Search and Detailed Time Entries
You can also view all unbilled and billed charges, search, and/or filter charges from the Time & Expenses list page. Additionally, you can view detailed time entries for specific members within a set date range by navigating to the Time and Expense page.
Go to the Time & Expenses list page by clicking on "Time & Expenses" link in left navigation bar.
You can also view charges from the Contact > Charges tab
You can also view charges from the Matter > Charges tab
You can also view charges from the Member > Charges tab
In the search bar, you can enter the charge number, description, vendor name, invoice number, or expense attachment file name to search charges
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the charges list by:
Client
Matter
Member
Click the "More Filters" button to filter by more filter options.- To view detailed time entries for a specific member within a date range:
Navigate to the Time and Expense page.
Select the specific member.
Set the desired date range to filter the entries.
Review the detailed line-item entries displayed.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Time & Expenses List Page
Clarification on Summary Reports
Summary reports, such as those labeled "By Matter" or "By Member," provide an overview and do not include detailed line-item entries. For detailed information, always use the Time and Expense page.
If you have any questions, please let us know!