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Add a timeslip using the clock timer

To add a timeline, open the Time Slip app.

You can open the Timeslip app from the following options:

  • Workspace Time Entry: Right-click on the grid and select New Timeslip.
  • My Clients: Right-click on a client record and select Add Timeslip.
  • My Matters: Right-click on a matter record and select Add Timeslip.

Using the clock timer

  • Start the Timer: Click the timer button. When the timer is running, it turns GREEN.
  • Pause the Timer: Click the timer button again. A paused timer turns YELLOW.
  • Stop the Timer: Click one of the save options to stop the timer and save the timeline.
Complete the Timeslip fields as required. Fields marked with an (*) are mandatory or strongly recommended.
Note: When using the timer, the Units field will be automatically populated based on the timer.

When data entry is complete, choose one of the save options:

  • Save and Close: Saves the timeslip and closes the app.
  • Save and Add Another: Saves the timeslip and keeps the app open for further entries.

Timeslip Field Descriptions

  • Author Code (*)
    • Defaults to your author initials but can be changed using the F2 lookup function.
  • Date (*)
    • Defaults to the selected timesheet date (if opened from the Time Entry screen) or the current date (if opened from any other screen).
  • Client (*)
    • Enter a client reference manually or use the F2 lookup function to search and select. You can also enter an invalid reference if the client does not exist yet.
  • Matter (*)
    • Enter a matter reference manually or use the F2 lookup function to search and select. An invalid reference can be entered if the matter does not exist yet.
  • Units (*)
    • Specify the number of units to record.
  • Activity (*)
    • Choose an activity code from the dropdown menu or type a valid code directly.
  • Task
    • Select a task code from the dropdown menu if the matter uses task-based billing.
  • Narration (*)
    • Provide a description of the work completed.
  • File Note
    • Add a file note if required. Right-click to attach a physical file note to the matter’s digital DMS file.
  • Chargeable
    • Tick this box to mark the timeline as chargeable. It will then show as WIP for the matter.
  • Override Rate
    • By default, the author’s standard hourly rate is used. You can enter an alternative rate by specifying a $ value here.
  • Zero Value
    • Tick this box to record the timeline with a value of $0.00. It will still appear as WIP but will show as chargeable time in author performance stats.
  • Update Now
    • Tick to update the timeline immediately when saved. If left unticked, the timeline will be saved but remain in edit mode for further changes.
  • Rate Code
    • Displays the rate code used to calculate the timeline value.
  • Save and Add Another
    • Saves and closes the current timeline while keeping the timeslip open for additional entries.
  • Hide
    • Minimizes the timeslip to the taskbar, allowing you to recall it later.