Enter individual staff time and expenses

Enter a time transaction

Select
Actions
then
Time & Expense Entry
.
Select the
Entry
tab.
Go to
Staff
and enter the staff ID or name, or select it from the dropdown.
Go to
Sheet Date
and enter a date for the timesheet. You can also select and select a sheet date from the dropdown.
On the
Time
subtab, select
Client
in the first blank row and then select a client ID from the dropdown.
Complete the
Engagement
field.
If your firm is licensed for the Project Management module, update project and task information as needed.
If there's a project associated with this entry, go to
Project
and select it.
To update project tracking information, either right-click
Project
or select
Task Selection
next to
Project
to open the Task Selection window.
If there's a task associated with this entry, select it from the
Task
list.
To update task tracking information, either right-click the
Task
field or select
Task Selection
next to the
Project
field to open the
Task Selection
window.
Enter a date in the
Date
field or select a date from the dropdown. If you've specified a default date, the application will complete the
Date
field with the default you selected. If you haven't specified a default date and leave the
Date
field blank, the application will enter the date from the previous transaction.
If your firm has assigned rates to activities or engagements, the
Rate
field is completed automatically by the application. If not, you'll need to select the rate from the dropdown.
In the
Hours
field, enter the number of hours or select the number from the dropdown.
The application calculates the
Amount
field automatically.
You can enter an optional comment in the
Comment
field. If you need more space to enter information, select and enter the text in the Comment window.
You can also add an optional note to the biller in the
Biller Note
field.
Use TAB until you reach the end of the line to complete the entry.

Enter comp time

On the
Entry
tab of the Time & Expense Entry screen, select a staff member and sheet date.
Select
Comp Time
.
In the Comp Time Detail window, enter a date for the comp time entry in the
Date
field of the last row. This should be the date the comp time was earned or used.
In the
Description
field, select
Earned
,
Used
, or
Manual Adjustment
.
Earned
: comp time was earned on this date.
Used
: comp time was used on this date.
Manual Adjustment
: an adjustment is required (should be used as necessary by firm administrators).
In the
Hours
field, enter the number of hours.
Select
OK
.

Enter an expense transaction

Go to the
Expense
subtab.
Select the
Client
and
Engagement
for the expense.
If there's a project associated with the expense entry, select it from the
Project
dropdown. Select next to
Project
to open the
Task Selection
window and update task information.
Select an
Activity
for the expense. This is a required field.
Enter or select a date for the expense.
Enter the number of units for the expense or use the dropdown calculator to complete the
Units
field.
The
Unit Price
shows the unit price that has been set up for the selected activity. You can enter a different price if necessary.
The
Amount
is calculated automatically by multiplying the number of units by the unit price.
You can enter text in the
Comment
field by selecting and entering or selecting text in the Comment window.
You can also add an optional note to the biller in the
Biller Note
field.
Use TAB until you reach the end of the line to complete the expense entry.

Edit on the fly