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.

• 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.

• 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.

• 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.

• 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 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

• If this setting is off, no tax will apply to this entry.

• If this setting is on, you can review the rates applied to this entry (as determined by the matter setting) and can make changes if needed. These changes will only apply to this 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.

• Toggle on 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.

• For one document, use the three-dot menu beside the document, select Delete.

• For multiple documents, check the boxes beside the document and from the toolbar that displays, click Delete.