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Time

The Time Entry screen organises timelines by author and date, providing a clear view of an author’s time for a specific day (timesheet). The screen is divided into two sections:

  • Header Section: Displays summary information for the selected day’s timesheet.
  • Detail Section: Offers either a detailed grid showing individual timelines on the timesheet or a calendar-style visual representation of the entered timelines.

Time Entry Screen
By default, the time entry screen opens to the earliest date with an un-updated timeline. If no un-updated timelines exist, it defaults to displaying the current day’s timesheet.

This feature serves as a reminder about un-updated timelines, as they have not yet been recorded against a matter. Without updating, there is a risk that a bill could be issued for the matter without including the time you have worked.

Columns indicating the status of the timeline include:

  • UPD (Unticked): Indicates the timeline has not been updated.
  • INV (Ticked): Indicates the timeline is invalid and requires attention before it can be updated.
  • Billed (Ticked): Indicates the timeline has been billed.

Timesheet Header
The header provides a summary analysis of chargeable and non-chargeable time recorded on the timesheet, displayed in both time and value.

For users with time budgets, graphs are included to compare budgets against actual values for the day, month, and year.

Actions Available in the Timesheet Header:

  • Change Author: Double-click the author field and select a different author code from the dropdown list.
  • Change Date: Use the dropdown menu next to the displayed date to select another date to view.
  • Print Timesheet Report: Right-click the header title bar and select the “Print Timesheet” button.

Timesheet Detail Grid

The timesheet detail grid displays detailed information about the entered timelines. Using the right-click menu, you can perform the following actions:

  • Add a new timeline
  • Edit an existing timeline
  • Delete a timeline
  • Update a timeline
  • Update all timelines for today
  • Create a reversal timeline
  • Duplicate a timeline
  • Un-update a timeline

Column Header Descriptions

  • UPD: Indicates the status of the timeline.
    • Ticked: The timeline has been updated.
    • Unticked: The timeline is in draft mode.
  • INV: Identifies whether the timeline is invalid.
  • MatterRef: The matter reference or project number associated with the timeline.
  • Mins: The number of minutes recorded for the timeline.
  • Units: The number of units recorded for the timeline.
  • RC: Displays the rate code (charge rate) used for the timeline.
  • Rate: The hourly rate applied to calculate the timeline value.
  • Exempt: Indicates whether the timeline is GST-exempt.
    • Ticked: GST-exempt.
  • ACT: The activity code used for the timeline.
  • Task: The task code, if applicable.
  • Billed: Shows whether the timeline has been billed.
  • Narrative: The description of the timeline.
  • File Note: Any associated file note recorded.
  • Start Time: The time at which the timeline was entered.
  • Acting: Initials of the matter’s acting author.
  • Author: Initials of the timesheet author.
  • Branch: The branch associated with the timesheet author.
  • Department: The department associated with the timesheet author.
  • Chargeable: Indicates whether the timeline is chargeable or non-chargeable.
  • Client Name: The name of the client.
  • Client Number: The unique number assigned to the client.
  • Time ID: A unique identifier for the timeline.

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