Add Time & Expense to Matter Plan Tasks
- Add Time from Time Entry Screen
- Add Expense from Expense Entry Screen
- 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.
