Time Entry: Time Entry Panel

This panel lets you create new time entries and modify existing items from the User Dashboard calendars and grid view

See the info on each view for how to select a time entry to modify, or how to create a new entry from that view.

Hint: In the Dashboard view Time Entry panel the counter shows if multiple time entries have been loaded from the Dashboard Calendar. Click the arrows to step through them.

To create or modify a time entry:

  • Click + to quickly begin adding a new time entry.
  • Click dupe_icon.png to duplicate the current entry to use as the basis for a new entry.
  • If you've loaded a Released entry, you can Un-release it by clicking unrelease.png
  • Enter the date or choose it from the integrated calendar.

Hint: You can also enter these built-in date shortcuts:
  /t - today
 /y - yesterday
 /n - nth day of the current month.

  • Select the Client and Matter from the pull-down lists or enter a Client/Matter shortcut.
    (Note that shortcuts should be preceded by "/" and they are case-sensitive.)

Hint: Click popup.png to see the most recently used Client/Matter list or Client/Matter shortcuts. Enter text in the pop-up's Search field to find a specific shortcut.

  • If the billing_guidelines.png icon appears next to the narrative field, it indicates that billing guidelines have been set for this client/matter. Click the icon for details. If your entry does not abide by the guidelines you will see an error message.
  • Make selections for the other fields.
    (Note that the time is optional. If no time is entered, the time entry will be listed on the Work Week or Week calendar as an All-Day entry.)
  • Enter additional information for this entry in the narrative field. You can use Text shortcuts
    (Note that shortcuts should be preceded by "/" and they are case-sensitive.)

Hint: Click popup.png to see a list of text shortcuts. Enter text in the pop-up's Search field to find a specific shortcut.

  • Select the action for the time entry.
    • Save or Release the current entry.
    • Save & Add or Release & Add to save or release this entry and begin entering a new entry.
    • Save & Dupe or Release & Dupe to save or release this entry and begin a new entry with the same information.
    • Click delete.pngto delete the entry.