Time & Expenses > Change multiple time entries (Mass Time Entry Change)


Change multiple time entries (Mass Time Entry Change)

[FOR AMICUS ADMINISTRATOR ONLY]

The Mass Time Entry Change tool makes it easy to change the billing rate in multiple time entries. If file security is enabled for the firm, note that only items associated with files you can access Time entries that are in draft/finalized bills, or that have been posted, are not listed and will not be affected.

From Tools, click the Mass Time Entry Change icon

Unbilled/unposted time entries are listed

 

        Filter the list. Select a particular billing rate (or "All" rates), optionally particular timekeeper(s), and a date range.

        Select which time entries to consider for change. To quickly select all of them, click Select All. Only those that have the rate selected below will be affected.

        Select what existing billing rate (or "All" rates) to change to what other rate—e.g. change all the selected time entries that are "Normal" to "Discount".

        Click Proceed. You'll be notified by email when the processing of time entries has finished. The amount is recalculated for each time entry, using the timekeeper's time rate value for the new billing rate.


Tip for billing rate value change:
Use this tool if a firm member has changed their billing rate value and wants the totals for all appropriate time entries recalculated now, rather than waiting until each time entry is opened and saved. For example, if Eugene has increased his Premium billing rate value from $300 to $310, you could filter the list to his Premium time entries for the applicable time range, select them all, and change their rate from Premium to Premium.


 

        Post: When you select Post with multiple time entries selected, the following message displays:

o        The number of selected time and expense entries are listed.

o        Select Post to post the selected entries or Close to return to the Mass Time Entry Change dialog without posting.

        Create a time entry

        View your time entries and expenses list

        Work with time entries from the Floating Timer view

        Add time entries for items (Time Entry Assistant)

        Customize time features


Amicus Cloud (July 2023)

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