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View and manage time and work done

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Written by Huzayfah Patel
Updated over a month ago

Overview

Use this article to:

  • View work done and filter by time period, person, or date

  • Record time against the production of documents and emails

  • Add generic time directly from a matter

  • Record time from the Time Recording screen

This helps ensure all work is accurately recorded for billing and reporting.

View Work Done

  1. From the sidebar or the desktop widget, click Work Done.

  2. If required, use the filters to refine the results:

    • Time period

    • Search

    • View by person or View by date

  3. On the required record, click the down arrow to see further actions, such as:

    • Open case

    • Time recording

    • New mail

    • Ledger card

    • View document

💡 Tip
Use filters before exporting or reviewing to focus only on a specific user, date range, or case.

Record Time Against Documents and Emails

Use this when you want to record time directly against a document or email you are creating.

  1. Produce the document or email as you would normally.

  2. When the new entry pop-up appears:

    • For documents, click the Time and Cost tab.

  3. Amend the time entry details as required (for example, units, activity, notes).

  4. Click Submit.

The time will be recorded against the matter and linked to the specific document or email.

Record Time Within a Matter (Generic Time)

Use this to add generic time that is not directly linked to a document or email (for example, a phone call or meeting).

  1. In the matter, at the top of the screen, click Record Time.

  2. Select the relevant:

    • Timesheet

    • Date

    • Details (for example, activity type or description)

  3. Manually adjust the units (time spent).

  4. Add a Note describing the work done.

    1. For more formatting options (for example, longer or structured notes), click Attendance note.

  5. Click Submit to save the time entry.

Record Time from the Time Recording Screen

Use this when you want to manage time entries centrally from the Time Recording area.

  1. From the sidebar, click Time Recording.

  2. On the bar at the top, set your filtering preferences (for example, date range, user, or view).

To add time, choose one of the following options:

Option 1 – Add Time to an Existing Row

  1. Select an existing row of data.

  2. Click Add Time.

Option 2 – Add Time and Select a Matter

  1. Click Add Time at the top of the screen.

  2. Click Select Matter and choose the relevant matter.

Then:

  1. Enter the time recording details (activity, units, date, and matter).

    1. Click Attendance note if you need richer note formatting for your time entry.

  2. Click Submit to save the time record.

Still Need Help?

If you are still having issues viewing or recording time after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.

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