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Delete a Timecard

Delete a Unbilled Timecard

From Matters

To delete an Unbilled timecard:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click the matter to highlight it.
  3. Scroll down to view the matter details.
  4. By default, you’ll see the matter summary. Click on the Billing tab.
  5. On the selected Time/Expense, double-click the timecard which will appear in the right-hand column; scroll up to view all the timecard details. You can also single-click it to highlight the timecard, then click on the 3 dots to the right of the timecard.
  6. Select Delete.
  7. The Delete Time/Expense message box displays: Are you sure you want to delete the Timecard?
  8. Click ‘Yes’.
  9. The listing updates with the timecard’s deletion.

Delete a Billed Timecard

From Matters

Important: If your firm uses accrual-based accounting, you must use the Change/Write off function to delete an item already billed.

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click the matter to highlight it.
  3. Scroll down to view the matter details.
  4. By default, you’ll see the matter Summary. Click on the Billing tab.
  5. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
  6. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right of the timecard and select Delete.

    • Note: All associated billable activities will be saved.
  7. You’ll be prompted with the following: “Are you sure you want to delete selected Invoice?” Select Delete.
  8. Click on the Time/Expense tab to view all billable entries.
  9. Click on the pencil icon to the right of the timecard you’d like to delete and select ‘Delete‘.
  10. You’ll be prompted with the following: “Are you sure you want to delete the Timecard?” Select “Yes“.

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