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Enter time
- Select.Time & BillingTime & ExpensesEntry tab
- SelectView
then choose either FormorGridentry.noteBefore you can enter time, your firm needs to set up staff rates and activities. - If using grid entry, choose a staff member. Onvio defaults to the staff member currently logged in.
- Choose a date for the transactions you want to enter, and adjust the date range.
- For each transaction, choose a client, activity, rate, and enter the number of hours.
- Depending on the time entry method selected in your user preferences, enter the number of hours, minutes, or time units.
- Select a project or service as needed.note
- Predictive Time Entry: On the form view of time entry, once you select a client the activity will be predicted automatically. If the prediction is not correct, you can view the top 5 predictions by selectingSee all AI predictionsor choose any activity from the dropdown.
- Projects and services are not required for time entry, though your firm may have chosen to require them. Your firm will need to set up projects and services for the client before they are available for selection.
- If the project has no received date, Onvio will prompt you to add one. A received date is not required.
- If your firm is licensed for Onvio Firm Management Advanced, you can select tasks during entry. Tasks are typically tied to projects, but you can set up tasks for a client that are independent, and select them as needed when entering time.
- Enter optional comments or biller notes.
- You can change this directly on the time entry grid.
- Select theProject Detailsbutton in the Actions column once you've selected a project and/or task for the entry.
- Transactions appear in the list when they fall within the selected date range.
- Available date ranges include Today, Week, Two Weeks, Month, or Custom Date Range.
- A custom date range requires you to choose the date or dates you want to view.
- Daily totals for hours and amounts appear in the summary row for each day.
This article applies to:
- Product: Onvio
- Audiences: Staff