Use time & expense entry
Use the Time & Expense Entry screen to track time and expenses incurred while providing services to clients. You can enter time and expenses 1 staff member at a time or for multiple staff members. Your firm can also require timesheets to be reviewed and approved before they're posted.
To open the Time & Expense Entry screen, select
Actions
then Time & Expense Entry
(or use CTRL+T).Entry
Use the
Entry
tab to enter time and expenses for individual staff members in the data entry grid. There are separate subtabs for entering time and expenses. You can also start and stop timers on this tab.Overview
Use the
Overview
tab to enter or view time and expenses for individual or multiple staff members at a time. You can also enter both time and expenses in the same grid and across multiple sheet dates.note
You'll need to have security permission to enter time for multiple staff members.
Integrated Entries
Use the
Integrated Entries
tab to accept or reject transactions that were entered remotely. note
For this tab to appear with remotely entered transactions, you'll need to allow remote entry during installation of Practice CS, and staff members must enable remote entry on their laptops and then enter and transmit transactions.
Review
Use the
Review
tab to review and approve entries before they're posted.note
This tab is available only if your firm uses an approval process for time entry.
Using an approval process means that someone in the firm with the authority to review invoices, time and expenses, and A/R entries must approve these entries before they're posted. Unposted entries aren't included in firm totals. Approval process is a firm-wide preference that you specify in the Firm screen (select
Setup
, Firm
, then the Preferences
tab).Other information
The additional tabs on the Time & Expense Entry screen provide further information about time and expense entries.
- TheEntry Informationtab displays entry information about the selected item.
- TheTime Recaptab gives a summary of the time entered per day broken down into billable, nonbillable, and administrative hours, along with totals.
- TheLinkstab displays any links created for the selected item. Right-click the tab and select a command from the context menu to create a new link.
- TheCustom Fieldstab displays information from time and expense entry custom fields.
- TheHistorytab, available to those who have sufficient security privileges, displays change history for the selected item.
