Add Time & Expense to Matter Plan Tasks

  1. Add Time from Time Entry Screen
  2. Add Expense from Expense Entry Screen
  3. Add Time & Expense from Matter Plan Screen

Add Time from Time Entry Screen

Click on Time>Time Entry

Click on the Plan Task To-Do link above the calendar.

Search - use the search box and 'View' field to narrow down your search for the relevant Task.

Click on the Task name.

All Task details, such as Matter, Task, Task Code, Sub-Task Code, Description, etc will auto-fill in the Time Entry fields by pulling the data from the selected Task.


Add Expense from Expense Entry Screen


Click on  Expense>Expense Entry

Click on the  Plan Task To-Do link above the calendar.

Search - use the search box and 'View' field to narrow down your search for the relevant Task.

Click on the  Task name.

All Task details, such as Matter, Task, Expense Code, Description, etc will auto-fill in the expense entry fields by pulling the data from the selected Task.


Add Time & Expense from Matter Plan Screen


Click on Clients>Clients & Matters>[matter name]>Matter Plan tab.

Open the Task.

Click on Time/Expense tab.

Existing Time/Expense Entries made against this Task will be listed.

Click on Add Time/Expense to create a new entry.