Skip to main content

Actions on Suggestions table

D
Written by Daryna Chorna
Updated over 2 years ago

There are various actions, which you can use working with suggestions.

Add to billing

Note: This option is enabled, when matter attached to the suggestion.

  • From the left navigation bar, select "Time and Expenses" link.

  • Navigate to Automated Time Manager tab

  • Under the Actions column, click the "Add to billing" button

  • Confirm by clicking "Yes, add to billing" button

You have successfully created a time entry by adding a suggestion to billing. Time Entry will display in Automated Time Manager table.

Edit Time Suggestion

  • From the left navigation bar, select "Time and Expenses" link.

  • Navigate to Automated Time Manager tab

  • Under the Actions column, click the "Edit" button

  • Edit Date

  • Edit Matter and Task

  • Edit Description

  • Link Tags

  • Edit Adjusted and Actual Hours and Rate

  • Click on "Save" button

You have successfully edited a time suggestion.

Delete Time Suggestion

  • From the left navigation bar, select "Time and Expenses" link.

  • Navigate to Automated Time Manager tab

  • Under the Actions column, click the "Delete" button

  • Confirm by clicking "Yes, delete it" button

You have successfully deleted a time suggestion.

If you have any questions, please feel free to contact us.

Did this answer your question?