Managing Time Entries
Create and manage Time Entries, Daily Hours, Recurring Time Entries, Task Codes, Activity Codes, or Internal Notes.
- Creating a Time Entry
- Searching for a Time Entry
- Copy/Move Time Entries
- Setting Up a Recurring Time Entry
- Analytics
- Time Entry Settings
- Make Tasks a Required Field
- Task/Activity Codes
- Disable Task Codes Field
- Set Rolling Lockout Dates on Time and Expense Entries
- TimeCard Categories
- FAQ’s
Time Entries
Users can create time entries under the Time>Time Entry tab.
Time Entry Calendar
By default, all time entries will be created on the current date. To change the entry date, select the date from the calendar on the left side of the Time Entry screen.
Users can see the breakdown of hours based on billable type as a tooltip on the calendar when they hover over the entry date.
The tooltip shows information based on user permissions. Click here on User Permissions to learn more.
A user with enabled ‘Can View and Override Rate’ permission will see the Hours breakdown and the Amount. If this permission is disabled, the users will only see the breakdown by Hours in the tooltip.
Note: Tooltips are always displayed whether the user has permission, but the Amount column only shows up when the user has enabled the ‘Can View and Override Rate’ permission.
Note: If ‘Saturday’ is missing from your calendar view, it may be because your browser is set on a below 100% zoom. This is especially the case for Firefox. You may lose the calendar altogether if you over-zoom on the page (100%+).
Show All Time or Billable Only Hours
To display ‘Billable Hours‘ on the calendar, select ‘All Time’ or ‘Billable Only’ as desired against the ‘Show on Calendar’ option under the ‘Account>Timekeepers>Permissions’ tab.
By default, ‘All Time’ is selected, including billable, non-billable, and no-charge hours.
View Timekeeper’s Minimum Daily Hours
TimeSolv allows you to enforce a minimum daily hour requirement that all timekeepers must adhere to by defining hours in the ‘Time>Settings>Minimum Daily Hours’ field. If a Timekeeper does not record the minimum daily hours or if no time is recorded, the Time Entry calendar shows the hours in red, bold text.
Click here on Time Entry Settings to learn more about the Settings screen.
With this feature, the users can be alerted if the recorded hours are less than the required hours set up in the system. The missing hours are calculated based on those defined in the ‘Minimum Daily Hours‘ field.
Minimum hours are highlighted on the calendar as bold, red digits, while a red text message is displayed in the tooltip when a user hovers over a date on the calendar on the Time Entry screen.
The minimum daily hours are based on the settings in the ‘Show on Calendar’ dropdown. If ‘All Time‘ is selected, the minimum daily hours will be calculated on the billable, non-billable, and no-charge hours.
If ‘Billable Only‘ is selected, only the billable hours will be calculated.
The latter allows users to view billable hours the Timekeeper has entered for the day, so they do not have to run a report or click on each day to view details.
Creating a Time Entry
For – the timekeeper the entry will be made for. Start typing the timekeeper name or double-click on the field for a drop-down list of all accessible users.
Note: the ‘For’ field only displays if the user can create entries for all timekeepers.
Matter – if the Matter belongs to a Task To-Do, click on the Plan Task To-Do link above the calendar to pull all Matter and Plan Task details from the Task into the time entry fields. Otherwise, start typing the matter name or double-click on the field for a drop-down list of all accessible matters.
Task Code – Start typing or double-click for a drop-down list of all your Task/Activity codes. If a Plan Task To-Do were selected with a forced Task Code listed, the user would not be allowed to edit this field.
Billable Type –
- Billable – the amount will be included in the invoice.
- Non-Billable –the amount will not be included or appear on the invoice. It is in the background for reporting purposes.
- No Charge –will show on an invoice, but with a zero dollar amount (it will appear as ‘no charge’ written next to the time entry).
Note: The Billable Type drop-down will only be available to those timekeepers to whom the firm admin has granted permission. If the user cannot view this field, it means every time entry will automatically follow definitions for the matter or task.
TimeCard Category – this field is only visible if these have been created under Time>Settings>TimeCard Category.
Hours / Start Timer – if the user opts to Start Timer, click the Save & New button to activate the timer. To stop the timer, click on the stop icon on the top bar of the screen or on the rotating clock towards the bottom of the Time Entry screen. The user can start and stop the timer as many times as required. Hovering the mouse over the running timer at the top of the screen will show Client-Matter Time Entry details.
Show Stop/Start Time – If enabled under Time>Settings>General, the user will not see the Start Timer field. The Stop/Start Time fields will have replaced it.
Rate By – changing this will override the default timekeeper/task/matter rate. The ability to change the rate is available for administrators and those timekeepers to whom the firm admin has granted permission. TimeSolv’s rates are a form of hierarchy:
Timekeeper Default is the preselected default rate applied in the timekeeper’s settings for their typical rate. When no alternative is specified, this default rate will always be applied.
Task then Timekeeper Default – selecting this option means Timekeeper Default will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate.
Global Rate – global rates are the customized rates saved under the Global Rates section. Assigning a global rate to a client means that you have the benefit, for example, of giving the client a discounted rate of x% for all their time and expense entries. Or, for example, an ongoing case spanning over numerous years can have a ‘2015 rate’ applied to it.
Task then Global Rate – selecting this option means Global Rate will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate.
Matter Rate – matter rates are applied at the matter level. So if an individual matter needs a specific rate applied to it, then under Clients>Clients & Matters>[matter name], you would select Matter Rate under the ‘Rate By‘ field. You will then need to Save this selection to activate the grey Edit Rates button below the Rate By field and specify the matter rate.
Matter then Global Rate – If the Matter Rate is unavailable, then ‘Global Rate‘ is specified against the Matter is used.
Task then Matter Rate – selecting this option means Matter Rate will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate.
Enter fixed amount – Enter a fixed fee. The user must have the appropriate permissions to enter a fixed fee. This can be set under Account>Users>[user name]>Permissions>Can View and Override Rate?
Description – text will autofill from any Task Code selected. Time Entry descriptions can appear on invoices and reports. Click on the document icon next to the descriptions box to view a list of available abbreviations. Click on the sync icon to replace abbreviations with saved phrases. Alternatively, hit the space bar after an abbreviation to activate it.
Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions being spread across fields.
Save & New – Saves the time entry and starts the timer if selected.
Save & Duplicate – save the time entry and starts the timer if selected while auto-populating time entry fields to the same as just created.
Once the new time entry is created, it gets listed at the bottom of the Time Entry screen.
Clock icon – Resume time
Document icon – view time entry details
Edit – make changes to the time entry. All time entry details will be pulled back into the fields above, and an ‘Update’ button will appear.
Copy – duplicates this time entries details back into the fields above.
Delete – remove the time entry.
For approvals, click here to view the process.
Searching for a Time Entry
TimeSolv provides a quick and easy way to see all time entries without running a full report. You often want to find entries for a particular matter or client to either add more time or review the status of the time entries.
Click on Time>Search.
Search criteria – search for any term, whether a Timekeeper’s name, client name, matter name, or even specific text in the description of the time entry.
Time Entries are associated with unique identifiers to search and track Time Entries. The ID appears in the Time Entry Details popup next to the Time Entry search results. You can use this ID and enter it to search for specific Time Entries from the Time Entry, Time Search, Time Approval, and the Time tab under the Invoices>Draft/Sent>Amount (View Details) link.
Date range – narrow the search down to a specific date range.
More options –
- Timekeeper – Type or double-click in the field for a drop-down list of all your staff. This field only displays if the user has access to create entries for all users. The Include Inactive checkbox is checked by default to bring up the search results with inactive Timekeepers.
- Matter-Client – Type or double-click in the field for a drop-down list of all your matters. The Include Inactive checkbox is checked by default to bring up the search results with inactive Matters/Clients.
- Status – New, Rejected, Submitted, Approved, Pending, Billed, Written Off, NB Closed
- Timer – All (will pull all the Time Entries with running and not running timers), Running (will filter the Time Entries which have running timers), Stopped (will filter the Time Entries which have no running timers)
- Billable Type – billable, non-billable, no charge
New Time Entry – this will open a pop-up window within the app to enter a new time.
Copy/Move Time Entries
Click on Time>Search>Copy/Move button on the top right of the screen.
Copy/Move – after searching time entries, when the users select multiple time entries, an option allows them to copy or move the Time Entries. Clicking on this will open a pop-up window.
Difference between Move and Copy:
Move – means replacing the original user, Date, Matter, Task Code, and/or Sub Task Code with the ones (optionally) selected in the time entries.
Note: Approval history records of the time entry to be moved are deleted.
Copy – means creating a duplicate of the time entry and replacing these attributes with the specified values. Rates are calculated as per Client/Matter rate. The total amount is calculated as per rate and hours.
The specified value overwrites the value in the time entry when the time entry is copied or moved. When no input is specified, the original value from the selected time entry is retained.
Below are some constraints when moving/copying entries:
- Professional – if the Professional is not assigned to the Matter to which the Timekeeper is being copied/moved, the user cannot create or move the Time Entry unless they are the firm Admin.
- Matter – if a Time Entry causes the matter to exceed budget and ‘prevent exceed’ is enabled, the user cannot copy/move the Time Entry.
- Task Code – if the original Time Entry has a matter setting different from the new Matter and the required Task Code or Sub-Task Code is missing, the user cannot copy/move the entry.
- Split Time Entries – cannot be moved.
Setting Up a Recurring Time Entry
Like the Recurring Expense Entries, ‘Recurring Time’ entries can be set up where users can select a ‘Frequency’ and an ‘Interval‘ at which the system will create the recurring time entries automatically.
The Recurring Time Entries feature can be enabled by checking the ‘Enable Recurring Time‘ checkbox under the Time>Settings>General tab.
Click here on Time Entry Settings to learn more about the Settings screen.
Create a New Recurring Time Entry
To create a new Recurring Time entry, select ‘Time>Recurring Time’ from the Main Menu and then click on the ‘New Recurring Time Entry’ link on the top right corner of the screen.
Timekeeper – Start typing the Timekeeper’s name or double-click on the field for a drop-down list of all accessible users.
Matter -Start typing the matter name or double-click on the field for a drop-down list of all accessible matters.
Activity Code – Start typing or double-clicking for a drop-down list of all your Task/Activity codes. If a Plan Task To-Do were selected with a forced Task Code listed, the user would not be allowed to edit this field.
Billable Type
Billable – the amount will be included in the invoice.
Non-Billable – the amount will not be included or appear on the invoice. It is in the background for reporting purposes.
No Charge –will show on an invoice, but with a zero-dollar amount (it will appear as ‘no charge’ written next to the time entry).
Note: The Billable Type drop-down will only be available to those timekeepers to whom the firm admin has granted permission. If the user cannot view this field, it means every time entry will automatically follow definitions for the matter or task.
Hours – enter Timekeeper’s hours or time value.
Rate – changing this will override the default timekeeper/task/matter rate. The ability to change the rate is available for administrators and those timekeepers to whom the firm admin has granted permission. TimeSolv’s rates are a form of hierarchy.
To learn more about how this hierarchy works, click here on Rates.
Switch to Fixed Amount – Enter a fixed fee. The user must have the appropriate permissions to enter a fixed fee. This can be set under Account>Users>[user name]>Permissions>Can View and Override Rate?
Frequency can be set up on the following basis:
Daily – creates daily entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date.’
Weekly – creates weekly entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date.’
Monthly – creates monthly entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date.’
Annually – creates annual entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date.’
Stopped – Select this option if you want to stop the recurring time entry schedule at any time.
Every – ‘Every’ defines the interval for each frequency.
Next Date – the date the next Recurring Time Entry will be created automatically.
End Date – the date the system will stop creating the Recurring Entries.
For example, if the user is creating a new Recurring Time Entry, selecting the ‘Daily’ frequency, and entering a value of ‘1’, the system will automatically create one (1) Time Entry every day starting from the selected ‘Next Date’ up to the selected ‘End Date’.
Another way would be to set it up for two Recurring Time entries to be created every two weeks or every 15 days.
Description – if the user uses activity codes, the description of the activity code will pre-fill into the time entry description. If using sub-activity codes, the sub-activity code will be used as the pre-filled description unless you check Activity Code Description Only.
Document icon – lists abbreviations for frequently used words, phrases, names, or sentences that can be used to enter descriptions quickly.
Refresh icon – click on it to refresh the list of abbreviations if you have added new abbreviations under Account Settings.
Caution: Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions spread across the fields.
Save & New – Saves the time entry and clears the fields to enter details for a new time entry.
Save & Duplicate – save time entry and auto-populate fields with the same values as the one just created.
Once the new time entry is created, it gets listed on the Recurring Time screen with the following details:
Client/Matter – to which the Recurring Time Entry belongs.
Timekeeper – responsible Timekeeper.
Activity Code – if Activity Codes are used, they will be listed.
Hours – the number of hours the Timekeeper is required to enter
Rate – the Timekeeper’s Rate.
Total Amount – calculated ‘Hours’ x ‘Rate.’
Frequency – lists the type of recurring Frequency.
Next Date – the date at which the next Recurring Time Entry occurs. Hovering over the icon next to the date lists all previous entries in this schedule with dates and statuses.
End Date – the date the last recurring entry will be created.
Document icon – hovering over the document icon next to the ‘Edit‘ link lets users view a time entry summary.
Searching Recurring Time Entries
Click on Time>Recurring Time.
Search criteria – search for any term, whether a Timekeeper’s name, client name, matter name, or even specific text in the description of the time entry. Users can enter the full name or part of the name; if it matches anything in the query, it will be listed in the search results.
Active – from the dropdown, select ‘Active’ or ‘Inactive’ Recurring Time Entries or select the ‘All’ option to bring up all recurring time entries.
Search – hit the search button to bring up the results based on the selected criteria.
Reset – clear the search parameters and start a new search.
Editing Recurring Time Entries
Recurring Time Entries appear at the bottom of the Time>Recurring Time screen.
Document icon – view summary of the time entry.
Edit – make changes to the time entry. All time entry details will be pulled back into the fields above, and an ‘Update’ button will appear.
Delete – delete the recurring time entry.
Analytics
Timekeepers can view an analytics dashboard on the Time Entry and Expense Entry screens.
Time Analytics Dashboard:
The Time Entry screen analytics dashboard shows a summarized view of the Timekeeper’s Time-related performance metrics.
If the user is a Timekeeper, their name will be selected by default. All the Timekeepers users can access will be displayed in the drop-down list.
If the user only has access to their Time Entries, the drop-down will display only the logged-in user’s name.
If the user is a support user with access to specific Timekeepers, the drop-down list will not show the logged-in user’s name, so the first Timekeeper from the list will be selected by default.
- Day
- Week
- Month
- Quarter
- Year
- Custom Range
The following analytics charts are available to view:
- Line Chart to show the Actual vs. Target Billable hours and amount.
- Comparison of current and past year performance:
- Total Hours
- Billable Hours
- Invoiced Hours
- Breakdown of hours based on the billable type.
- Top Clients by:
- Hours
- Amount
Time Analytics Dashboard Permissions
- The staff Member drop-down shows the same users on the Time Entry’s ‘For’ dropdown. If the user only has access to his/her time entries, the drop-down will display only the logged-in user’s name.
- If the ‘Can View and Override Rate?’ option under Account>Timekeepers>Permissions is unchecked, this will:
- Hide all Metrics except for Hours
- Hide the Amount button on:
- Target vs. Billable chart
- Top Clients chart
- In the Top Clients chart, only the Clients for which Time has been entered will be displayed.
- The Fiscal Year Start Month setting is reflected in the following charts:
- Target vs. Billable
- Hours Trends
Time Entry Settings
Click on Time>Settings.
Billing Increment (Hours) – for example, 15 minutes (a quarter of an hour) is entered as 0.25 (a quarter of 1). If the user enters 0 as a billing increment, time will still be calculated microscopically (at a billing increment of 0.007). Billing increments can be set at the Client-level, too, under Clients>Clients & Matters>[Client name]>General>Billing Increment. Click on the ‘Override Firm Setting‘ to enable a Client-level billing increment.
Note: Administrators must be cautious when changing a billing increment for the whole firm. When a timekeeper’s timer is running or restarting, it will mess up their time log if the increment is changed during running time.
Time Entry Lock Out Date –
Allow Entries for All Dates – no time or expense entry date restriction for all users.
Allow Entries On or After Date – a non-admin user can only add/update time or expense entries on or after the date of specified settings. By default, the past or future days will show as zero.
Allow Entries During Rolling Period – a non-admin user can only add/update the time or expense entry if the date is within the range of allowed days. E.g., If the date of time or expense entry is before the number of allowed past days or after the number of allowed future days.
Time Internal Note Shown – allows users to add internal notes to time entries. This will not appear in any of the clients’ correspondence. The label ‘Time Internal Note’ can be customized.
Task Label – customize the label according to your business needs. Choose from the Task, Event, or Activity.
Prompt for Delete Confirmation – a pop-up message will ask for confirmation before a time entry is deleted. If this is not enabled, there will be no warning message before deleting a time entry and no way of recovering an accidental deletion.
Specify the Time Tax Rate (%) – this is a useful feature for those who need to tax their time OR are looking to place an administrative fee. For example, if you have an admin fee of 3% of the time billed, you will enter 3% in this field. To enter the tax rate, this is where you would enter the default global tax rate. If you need a more specific rate, you can override this rate at the Client>Settings level.
Minimum Daily Hours – if you want to keep track of the time required for a Timekeeper to meet the firm’s daily hour requirement, enter hours here. If the Timekeeper does not record the minimum daily hours or zero hours are recorded, the Time Entry calendar shows the total hours in red, bold text.
Enable Time Approvals by Matter – if you have an approval system set up at the matter level, you can toggle the approval system on and off from here. An approval system means you can monitor and confirm time entries for a specific matter. If you have both Énable Time Approvals by Matter and Enable Time Approvals by user boxes checked, the matter-level approval system will supersede the user-level approval system.
Enable Time Approvals by the user – if you have an approval system set up at the Account>Timekeeper level, you can toggle the approval system on and off from here. An approval system means you can monitor and confirm time entries by a specific timekeeper. If you have both Énable Time Approvals by Matter and Enable Time Approvals by user boxes checked, the Matter level approval system will supersede the user level approval system.
Automatically Submit Time Entries for Approval – when a user or an approval matter is saved, it will automatically sit and wait for approval in the approver’s account. A ‘Submit’ button will appear on the time entry screen if this box is unchecked. The time entry will not be submitted for approval until the user clicks the ‘Submit’ button.
Notify Approvers via Email – email notification will be sent out to an approver at midnight and then at 8 am to notify them that approvals are waiting for them. An approver will not be inundated with emails whenever approval becomes available. If this box is unchecked, it is up to the approver to log in and check to see if any time entry is waiting to be approved.
Show Start/Stop Time – gives users two fields on the time entry screen to specify start and end times. The system will work out user billing hours according to the billing increment setup and rates. Toggling this feature will remove the stopwatch timer feature on the time entry page.
Allow Total Amount Entry – three fields will be shown on the time entry screen – the number of hours, the rate, and the total amount (the calculation of the first two). For example, if the user’s rate is $100 an hour, and the user enters 0.5 in the hour’s field, it will show a total amount of $50. This total amount of $50 will appear in a third field, open to adjustments by the user. E.g., instead of specifying charging hours, the user charges a set amount of $300, and the system will record this as three hours charged at $100 an hour.
Set Time Entry Description – if the user uses task codes, the description of the task code will pre-fill into the time entry description. If using sub-task codes, the sub-task code will be used as the pre-filled description unless you check Task Code Description Only.
Task Code Description Only – not applicable to the TimeSync tool.
Task Code Option –
- Not Displayed – field will not appear on the Time Entry screen.
- Required – field will appear on the Time Entry screen, and the user will be forced to choose a Task Code before being able to create the entry.
- Optional – field will appear on the Time Entry screen, but will be optional.
Sub-Task Code Option –
- Not Displayed – field will not appear on the Time Entry screen.
- Optional – field will appear on the Time Entry screen but will be optional.
- Required – field will appear on the Time Entry screen, and the user will be forced to choose a Sub-Task Code before being able to create the entry.
Clear Duration and Description on Save & Duplicate -this will blank out the following fields when the user clicks on the ‘Save & Duplicate‘ button on the Time Entry screen:
- Start/Stop Time
- Hours
- Internal Notes
- Description
Make Tasks a Required Field
Click on Clients>Clients & Matters>[matter name]>Matter Plan tab.
Enable Plan Task Required on Time and Expense Entry checkbox.
Task Codes/ Activity Codes
Task/Activity rates can be by the hour or by the task. For example, users may charge by the hour for fact-gathering or a flat fee each time a budget is prepared for the client.
Note: The Timekeeper rate is applied if a Task Code rate is not included.
To setup Task/Activity codes:
Click on Time>Settings>Task/Activity Codes tab.
Note: Users can create multiple Codes using the same UTBMS code so that firms can use their internal codes that are then translated to a specific UTBMS code when generating LEDES invoice, and all associated entries can be aggregated and charged against the same UTBMS code in a LEDES invoice.
Edit code – click on the code.
Create a new code – click the New Task/Activity Code button.
Delete code – users can only delete Task/Activity Codes if it has never been used to avoid corrupt data.
Description – what shows entering the Task/Activity Code. For example, you may have a code AA101 and try to type it in the codes field under the time entry page; nothing will come up in the auto-population unless the code number is included in this description field.
Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions being spread across fields.
Narrative – narrative supersedes description (above field) when the Task/Activity Code is selected. The narrative is the default message that pre-fills into the time entry description. This is a useful field if you want more than just the description of the Activity Code to show up.
Setting Task Code Narratives as Read-Only
Users creating multiple entries can quickly enter time using fewer clicks by having the description field prepopulated with custom narratives. This will also ensure that the Task Code information is consistently described throughout the Time Entries.
To set up your narratives and have the Time Entry’s description field auto-populated, click the New Task Code button or Edit Task Code to bring up the pop-up dialog. A checkbox and a Narratives text entry field appear under the Description field. When checked, the Narrative provided will be auto-populated in the description field in the following cases:
i. On the Time>Settings>General screen, if only the “Set Time Entry Description” is checked, description (or narrative, if provided) for Task Codes marked as Read-only will overwrite the Time Entry’s description field, and the description field gets locked for editing.
Selecting a Sub-Task Code overwrites the Task Code’s description.
ii. If both the “Set Time Entry Description” and the “Task Code Description Only” are checked, description (or narrative, if provided) for Task Codes marked as Read-only will overwrite the Time Entry’s description field, and the description field gets locked for editing.
In this case, selecting a Sub-Task Code does not overwrite the Task Code’s description.
In both examples i & ii above, if Task Code not marked as Read-only is selected, previously provided description on the Time Entry screen does not get overwritten and Time Entry’s description field is available for edits.
This feature can be enabled by checking the ’Set Time Entry Description?’ and the ‘Task Code Description Only’ checkboxes under Time>Settings and works on the Time Entry screen or when editing Time Entries from the Time Entry Search.
Note: The description field is Read-only only on the screens used by Timekeepers, i.e., Time Entry and Time Search, and remains editable on the Draft Invoice and the Time Approval screen so the Approvers can make edits where needed.
The description is editable for Admins creating Recurring Time Entries. However, the Record Time dialog on the Plan Task screen enforces the same restrictions as the Time Entry screen.
Rate – the dollar/other currency amounts.
Rate type – If users enter a rate, they must select an hourly or activity/task rate type. If you wish to change the rate amount (above field), change the ‘Rate Type’ field to the ‘Select rate type’ option.
Billable Type
Summarized? – a single Time Entry appears on the invoice when a Time Entry is created with the same:
Timekeeper
Task code
Sub-Task code
Matter
Date
Plan Task To-do
Taxable? – This field may also be used for admin fees. If you have a set rate for admin fees, you can enter it here.
Active? – enable and disable this code by toggling the checkbox.
Disable Task Codes Field
To disable the Task Codes field for specific matters:
- Click on Clients>Clients & Mattters>[matter name]>General tab.
- Specify Task Code Option as ‘Not Displayed’ – it will not appear on the Time Entry screen when this specific matter is selected.
To disable the Task Codes field universally:
- Click on Time>Settings.
- Specify Task Code Option as ‘Not Displayed – it will not appear on the Time Entry page.
Set Rolling Lockout Dates on Time and Expense Entries
Note: An admin user does not have any lockout restriction.
Allow Entries On or After Date – a non-admin user can only add/update time or expense entries on or after the date of specified settings. By default, the past or future days will show as zero.
Allow Entries During Rolling Period – a non-admin user can only add/update the time or expense entry if the date is within the range of allowed days. E.g., If the date of time or expense entry is before the number of allowed past days or after the number of allowed future days.
TimeCard Categories
This feature enables users to report and track their time for the assigned tasks.
Time>Settings>TimeCard Category Label New TimeCard Category.
- Click on Reports>Time Entries.
- Select Report Output Format as CSV or PDF. Currently, the only way to view TimeCard Categories in Reports is to export them as a CSV or PDF file.
FAQ’s
Missing Time Entries When Printing the ‘Time Entry’ Screen
Some users have reported that when trying to print the Time Entries screen, Chrome drops off some entries. TimeSolv suggests that users print the Time Entries screen using either Firefox or Safari to avoid dropping entries for print.