Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Internal time entry

Complete a time sheet

Internal timekeeping is an optional feature in Tracker that can be turned on by your company system administrator. The administrator determines who needs to submit time and configures the system accordingly.

Setting Your Time Entry Preferences

Before you can enter your hours on your time sheet, you must set your preferred time entry format. Options are as a percentage or in hours. Set this option on the Preferences page ( >
Preferences
in the left navigation) in the
General Options
 section.

Completing Your Timesheet

Depending on how you set up your preferences, you enter your time in hours or as percentages. To fill in your timesheet:
  1. Select
    Financial
    >
    Time Entry
     from the left navigation.
  2. Use the
    My Time Sheet
     dropdown to specify the timesheet to complete.
  3. Use the second dropdown to select the specific matters you want to show.
    • To include only specific matters, check the box to the left of the matters that you want to keep in your list and select
      Selected matters only
      .
    • One convenient way to quickly review the matters to which you have allocated time in a draft time sheet is by using the
      Matters with time assigned
       view. This hides all matters without any time assigned and leaves only the allocations that you have entered.
    • You can create your own custom list of matters.
  4. In the field to the right of each matter, enter the number of hours or the percentage of time you spent on the matter. If you enter your time as percentages, the total must equal 100%.
  5. To include a comment or explanation with the time entry, click the
    edit
    link next to the
    Comment
     field for a matter. Enter your comment and select
    Done
    .
  6. To save a draft of your timesheet, click
    Save changes & hold submission.
  7. When you have completed your timesheet and are ready to submit it, select
    Submit Time Entries
    .

Create a custom matter list for Time Entry

  1. Select
    Financial
    >
    Time Entry
     from the left navigation.
  2. Use the
    My Time Sheet
     dropdown to specify the timesheet to complete.
  3. From the filter menu, select
    Create Custom Matter List
    , then click
    Change View.
  4. Use the window that opens to specify the matters that will be displayed on your time entry screen.
  5. Check the
    Save custom matter list checkbox
    .
  6. Click
    Generate list
    . Your custom list is saved and will be displayed in the filter menu. You can create as many customized matter lists as you want.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company