Time & Expenses > Add time entries for items (Time Entry Assistant)
The Time Entry Assistant makes it easy to ensure that time entries have been created for all relevant items. If file security is enabled for the firm, note that only items associated with files you can access are listed.
o Appointments you are assigned to that have taken place or are ongoing.
o Completed tasks you are assigned to.
o Email you sent or received, and draft email you created.
o Phone calls you created or are assigned to for callback.
o Notes
you created.
● Filter
the list: By default, the list shows items for the last three days
only.
To include older items as well, or only items for today (since midnight),
select the corresponding range in the drop-down field above the list.
You can include items up to One year.
Repeating appointments are not listed.
● Create time entries: Select one or more items and click Do Time Entry. This removes the items from your list.
● Hide items from the list: Select item(s) that you don't want listed ever again and click No Time Entry Needed.
● View your time entries and expenses list
● Work with time entries from the Floating Timer view
● Change multiple time entries (Mass Time Entry Change)
Amicus Cloud (July 2023)
Copyright