Add a Timecard

• Select the person performing the task. Timekeepers can be added/removed under setup. This list also takes into account any timekeeper restrictions for the user.
• Once selected, the rate field will automatically populate based on the Timekeeper’s default rates or the matter-specific billing rate.
• If you prefer to streamline the process and avoid selecting the timekeeper each time, set a default timekeeper for your account.

• This is the date your firm completed the task, and it is the date that will be displayed on the invoice.
• This date will automatically default to today’s date but can be manually changed.

• This is a concise title for the activity; detailed information should be provided in the description field.
• You can freely type in this field, select from the suggested list as you type, or use the drop-down list to choose from saved tasks. To customize your task list, refer to customize your List Items.
• This field is not required on its own, but you must have either the task or description completed.
• By default, invoices will include tasks and descriptions, but that setting can be changed.

• A detailed description of the activity which was done. There is a limit of 10,000 characters.
• You can create default descriptions for your saved tasks when you customize your list of items.
• You can also create shorthand codes to assist with quicker data entry.

• This field is only available for matters with eBilling enabled.
• Choose an activity code from the preset code list.
• You can customize these options under Setup > List Items > Tasks > UTBMS
  • You can also restrict activity codes on the matter if necessary.

• Choose a task code from the preset code list.
• These can be customized under Setup > List Items >Tasks > UTBMS and restricted on the matter, if needed.

• Use the drop-down to select time spent. This field is not required.
• By default, the system will take time spent and round it to the nearest tenth of an hour for time billed. However, this setting can be changed.

• This is the amount of time that will be displayed on the invoice, and calculated against the chosen rate.
• If the time spent is already chosen, the time billed will automatically be rounded based on the minimum timer unit setting and displayed in hours and minutes.
• You can overwrite this amount if needed and the value will recalculate.

• The default level will be pre-selected unless there was a matter localized rate set. You can also change the level here if needed.
• You can customize labels for your rate levels under the List Items section.
• The value of these rate levels will depend on the timekeeper chosen. You can see that value in the rate/price field.
• Learn more about default rate levels for timekeepers.

• Populates based on the timekeeper and rate level selected.
• Matter-specific billing rates also impact this field entry.
• You can overwrite this field.

• Defaults to an hourly type and works with the corresponding rate.
• To bill a flat rate for the task select Flat and enter the flat amount in the Rate/Price field. This will not calculate against the time billed.

• The total amount to be billed for this task.
• If your Timecard is based on an hourly rate type, Value = Rate/Price x Time Billed.
  If your Timecard is based on a flat rate type, Value = Rate/Price

• The default option for hourly matters.
• The timecard value will add to the unbilled balance and appear on your next invoice.

• For courtesy items that you are completing free of charge.
• The activity and $0.00 amount will be displayed on the invoice.

• Default (and only) option for fixed fee and contingency matters, but can also be chosen for hourly files.
• The timecard value will not add to the unbilled balance or be included on the invoice.
• This option is typically used to track productivity on fixed fee/contingency matters, or non-billable administrative work

• Check this box to place the timecard on hold.
• The next time you invoice your matter, this item will not be included.
• When you are ready to bill for it, edit the timecard and uncheck this box to free it for billing.
• Tip: On the time/expense tab you can use the filters (on the right) to show items on hold.

• Check this box to place the timecard on hold.
• The next time you invoice your matter, this item will not be included.
• When you are ready to bill for it, edit the timecard and uncheck this box to free it for billing.

TIP: On the time/expense tab you can use the filters (on the right) to show items on hold.

• These notes are for internal use only and will not be printed
• There is a limit of 10,000 characters
• 

• Add a supporting document to this timecard.
• All documents are added to a timecard display under the matter’s Documents tab.
• The system creates a folder named @Timecards under Internal Documents.