Time Recording against the production of Documents
After producing and saving a document, a pop up screen will appear. The main tab holds details to be filled in such as:
Who the time needs to go against
Type of document
Date of completion
Document you wish for it to sit in
Notes recorded in file history
Within Time and cost tab, this contains:
How many units have been recorded
Hourly rates
Extra time and costs
Ticking the Uncharged tick box the rates will be defaulted to 0. Default rates can be set within the system.
All time recording must be recorded against a matter.
Note: To amend an already existing time recording, click on the arrow next to the time recording and click edit.
Time Recording within the matter
You are also able to add generic time that is added ad-hoc as opposed to being linked to the production of a document or email. This function is useful for the recording of telephone calls, drafting time, meetings and administration.
To use the ad-hoc time recording, click on the record time button at the top of the screen when in the matter.
The Time Recorded Screen
The time recording screen allows for real time, time recording. It also provides reporting options for time recorded. To do this:
Open the time recorded function which can be found in the side bar on the left hand side.
The window will default to today, to change this select the drop down arrow.
The time recording type can be filtered at the top of the screen.
To start recording straight away without a matter, click Add Time.
To Link to a matter, click on Select Matter in the pop up screen.