Review time and expense entries
To review time and expense entries, open
Time & Billing
then Time & Expenses
and open the Review
tab.On the Review tab, you can perform the following actions.
- View entries for a specified date range: today, week, two weeks, month, or a custom date range; or all entries
- View or hide entries that have already been billed.
- Delete selected entries
- Export selected entries to Microsoft Excel
- Drag column headings to the grouping area to group data (for example, drag the Client column heading to group data by client)
- If your firm uses the approval and posting process for time and expense entries, staff with appropriate permissions can mark the box next to an item and selectApprove / Postin the menu bar to open a list of options. Use theApprovedandPostedbuttons to view or hide entries.
