Learn how you can maintain time that has been entered.
Time is entered and updated against an author.
Chargeable time recorded against a client matter becomes WIP and is available for billing. Non chargeable time recorded against a client matter is shown as non chargeable time on the client matter and cannot be billed to the client.
Non chargeable time entered without a client matter becomes time worked by the author which can then be reported on.
Once a time line has been updated it cannot be changed. However, as long as it has not been billed or written off it, can be un updated and then changed or even deleted.
Once a time line has been billed or written off it can be reversed i.e. a negative timeline can be added.
Updated Time
An updated timeline will have a tick in the column UPD which is displayed on the time entry screen.
A billed timeline with have the status YES in the column Billed.
To edit a timeline that has been updated but not billed, right click on the line and select Un-Update timeline.
The timeline status column UPD will no longer display a tick. Use the right click menu to edit or delete the line. Edit will open the timeslip program allowing you to make changes as required. Use the save and close button the save your changes.
Reverse a timeline
Use reverse a timeline to make corrections to time charged and billed in error. A negative line will be entered against the matter and will offset against chargeable time on the next bill raised for the matter.
Right click on the timeline and select the option Reverse. This will open the timeslip program displaying negative time and value. You can edit this as required. Use the save and close button the save your changes.