Using the Timesheet
Keeping track of multiple timers enables you to easily monitor time for various activities, accounting for interruptions.
While on your Timesheet, you can easily:
- Easily associate the client, matter, hours, task, description, billable status, or timekeeper.
- Click to resume the timer
- Track time across matters
- Post time to individual matters
- Bulk post time to multiple matters
- Bulk delete time for multiple matters.
Note:
- When initiating a new timer, it automatically moves to the top of the timer list.
- Sorting the grid directly from the display screen is not possible since Hours and Value are calculated columns within the display screen.
Navigating to your Timesheet
You can view your timesheet from two areas:
Option One:
- Click on the Timesheet icon in the upper right corner of your screen.
Option Two:
- Click on Time in the left-hand navigational panel.
- You will see options for Time Dashboard and Timesheet. Click on Timesheet.
- The Timesheet screen will now be displayed.
Time Entry Format
You can enter time in minutes, hours, or hours and minutes, whichever you find easier.
| Increment | Example |
|---|---|
| Minutes |
|
| Hours |
|
| Hours and minutes |
|
Post your Time to a Timecard
To post your time to a timecard:
- While viewing your Timesheet, click the checkbox to the left of the matter.
- While the matter is selected, click on the 3 dots on the right-hand side.
- Select +Create Timecard
Bulk Post from the Timesheet
To bulk post time entries to their respective matters:
- On the Timesheet, check the boxes to the far left of the time entries you want to create. You can also click to select all.
- From the toolbar, click +Bulk Create Timecard.
- You’ll see a green message “Timecard(s) created successfully”.
- Once the Timecard is created, it will no longer appear on your Timesheet.