Time Entries Report

Time and Expense

TimeSolv’s New Time Entries Report gives users an aggregated view of the Time Entries. This report can be generated using a host of filters to track missed Hours, Tasks, Billable Hours,  Timekeepers, and Professional Groups.

Different parameters can further group these filters to generate an extensive report, e.g., using the “Include Inactive” checkbox to include/exclude values and using the Client/Matter selector to group data by Client or by Matter.

To access the Time Entries Report, from the main menu, select Reports>Standard Reports>Time and Expense>Time Entries. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.

To generate your Time Entry report, select the appropriate parameters:

– Timekeeper: From the pop-up dialog, select the ‘All’ option or choose from the list of available Timekeepers. Enabling the “Include Inactive” checkbox includes inactive Timekeepers. To learn about Timekeeper Permissions, click here.

– Professional Group: To pull reporting data classified into various Timekeeper groups, select the Timekeeper Group. The Group field is only displayed if at least one Group has been created.

– Client-Matter: Select the ‘All’ option or choose from the list of available Client-Matters. Enabling the “Include Inactive” checkbox includes inactive Clients and Matters. To learn more, click here on Timekeeper Matters.

– Professional Sub-Group: If Sub-Groups have been set up to classify the Timekeeper Groups further, these Sub-Groups will be listed here for selection. The Sub-Group field is only displayed if at least one Sub-Group has been created.

– Responsible Timekeeper: The Responsible Timekeeper field is helpful for Timekeeper Commissions. If an Originating Timekeeper is assigned to a Matter, commissions can be distributed based on the commission percentage set up against the Originator. Enabling the “Include Inactive” checkbox includes inactive Responsible Timekeepers.

– Group By: The data can be grouped on the basis of the following groupings:

– Client & Matter

– Professional Group & Client & Matter

– Professional Sub-group & Client & Matter

– Responsible Timekeeper & Client & Matter

– Client & Matter & Invoice Number

– Client & Matter & Payment Date

– Billable Type: Select the ‘All’ option or select Billable, Non-Billable, or No Charge to generate the Report for these Billable Type Time Entries.

– Status: To pull data based upon a Time Entry’s status, keep the default ‘All’ selected or select the required Status Types from the list.

– Task Code: Clicking on the ‘Task Code’ field opens a dialog box where users can generate the Report against ‘All’ Task Codes or make a selection from the list.

– Category: This is the ‘Matter Category’ associated with the Timekeepers. To pull data based on categories, select a category or multiple categories or select the ‘All’ option. The report displays the data by Client or by Matter, depending on the Client/Matter selection.

– Sub-Category: If Sub-Categories have been created for the main Category, select from the list. The report displays the data by Client or by Matter, depending on the Client/Matter selection.

– Billing Category: Billing Categories, set up under Client & Matters, will show up here and the data on the report can be displayed by Client or by Matter, using the Client/Matter selector for this filter.

– View: When editing Time Entries on the Draft Invoices, there is a checkbox to ‘Update original Time Entry as well.’ If this checkbox is left unchecked, selecting ‘Original Values’ from the ‘View’ dropdown will bring up the original hours on the report even if the hours in the Time Entry have been edited.

Selecting ‘Current Values’ from the ‘View’ dropdown will bring up the edited (current) hours on the Time Entry.

On the ‘Edit Time Entry’ dialog, if the ‘Update original Time Entry as well’ checkbox is checked, the original time is overridden with the new time. In this case, the ‘View’ will bring up the edited value on the report in both the ‘Original Values’ /’Current Values’ selections.

– Approval Status: If an Approval System is set up at the Timekeeper level, you can select the status type to be included in the Report. By default, ‘All’ is selected.

– Date Range: Allows the user to view Time Entry’s Report based on the Invoice Entered date, Invoiced date, or Invoice Paid date.

– From Date/ To Date: Using the Calendar, select ‘From’ and ‘To’ to include the date range for the Report.

The template within the Calendar allows users to set the desired date as the Default date. For example, for the ‘From’ date, you can set the Report to start from the ‘First day of the 1st quarter of this year.’ With this selection set as default, the Report’s start date will be 01/01/(year) each time the Report is run.

A default ‘To’ date can be set up in a similar way.

– Show Internal Notes: When checked, the Internal Notes are also displayed.

Sample Report with default values: