Searching for a Time Entry

Purpose & Benefit: TimeSolv provides a quick and easy way to see all Time entries without having to run a full report. Many times you want to find entries for a particular matter or client to either add more Time or review the status of your Time entries.

 

VIDEO:

 

Click on Time>Search.

Search criteria – search for any term, whether it is a timekeepers name, client name, matter name, or even specific text in the description of the time entry.

Date range – narrow search down to a specific date range.

Users can further refine search criteria by clicking on ‘More Options’.

More options – 

  • Timekeeper
  • Matter
  • Status – New, Rejected, Submitted, Approved, Pending, Billed, Written Off, NB Closed
  • Billable Type – billable, non-billable, no charge

New Time Entry – will open a pop-up window within the app to enter new time.

 

See here for copying/moving time entries.

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