Edit a Time or Expense Card

You can edit a timecard, whether it’s billed or unbilled, provided you have the necessary permissions. However, once an invoice is finalized, you would need to revert the invoice to draft to make any required changes.

• Unbilled timecard: You have not billed the timecard yet.
• Billed timecard: You have billed the timecard.

Unbilled Timecard

From Matters

To edit 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 and scroll 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 and select Edit.
6. 
7. On the Edit Time screen, make your edits.
8. Click Save at the top.

Billed Timecard

From Matters

To edit a Billed timecard:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to view the matter details.
3. By default, you’ll see the matter Summary. Click on the Billing tab. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
4. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right of the timecard and select Revert to Draft.
   Note: Since this Invoice has been approved, editing is not permitted. You can revert it to draft first for editing. You can also use the Change/Write-Off option under the Action menu to make subsequent changes/write-offs.
5. A screen will appear prompting you to proceed with reverting the selected invoice to draft.
6. Click Revert to Draft to confirm.
7. You’ll now see the invoice in the draft stage.
8. Click on the 3 dots to the right of the invoice and select Edit.
   
9. On the Edit Invoice screen that opens, make your edits. You can edit the existing time or expenses or add new ones.
10. Click Generate Draft or Generate and Download.

Bulk Action for Time/Expense Cards

You can edit timecards, expense cards or both in bulk from Billing > Time/Expense.

To edit time and expense cards in bulk:

1. From the left navigation panel, select Billing.
2. From the Billing drop-down, select Time/Expense.
3. On the Time/Expense screen, check the boxes beside the time and expense cards you wish to edit.
4. From the toolbar above the grid, click Edit.
   
5. In the panel that opens, you can edit the client matter-name, timekeeper, date, billing status, custom labels and toggle on the taxable and hold buttons if desired.
6. Once you have made your edits, check the box to acknowledge your changes.
7. At the bottom of the pane, click Save.

Bulk Edit Timecards

To edit timecards in bulk:

1. From the left navigation panel, select Billing.
2. From the Billing drop-down, select Time/Expense.
3. On the Time/Expense screen, check the boxes beside the timecards you wish to edit.
4. From the toolbar above the grid, click Edit.
   
5. In the panel that opens, you can edit the client matter-name, timekeeper, date, time billed, rate, billing status, custom labels and toggle on the taxable and hold buttons if desired.
6. Once you have made your edits, check the box to acknowledge your changes.
7. At the bottom of the panel, click Save.

Bulk Edit Expenses

To edit expenses in bulk:

1. From the left navigation panel, select Billing.
2. From the Billing drop-down, select Time/Expense.
3. On the Time/Expense screen, check the boxes beside the expenses you wish to edit.
4. From the toolbar above the grid, click Edit.
   
5. In the panel that opens, you can edit the client matter-name, timekeeper, date, quantity, rate/price, billing status, custom labels and toggle on the taxable and hold buttons if desired.
6. Once you have made your edits, check the box to acknowledge your changes.
7. At the bottom of the panel, click Save.