How-To:Record Time: Difference between revisions
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Manual time recording allows you to precisely track and log the time spent on various tasks in ContactsLaw. Follow this step-by-step guide to record time manually. | Manual time recording allows you to precisely track and log the time spent on various tasks in ContactsLaw. Follow this step-by-step guide to record time manually. | ||
=== Manual Time Recording: === | === Manual Time Recording: === | ||
== 1. Getting Started == | |||
* To record time: | |||
# Set the | ** Select the ''Home'' <nowiki/>tab on the ribbon and, under ''Billing'', click ''Record Time.'' [[File:Step 1 - Create Invoice.png|none|thumb|500x500px|[[File:Step 2 - Record Time.png|none|thumb|500x500px]]]] | ||
# Specify the matter related to the time entry.[[File:Step 5 - Record Time.png|none|thumb|512x512px]] | * The recording starts automatically when the window opens, but you can pause it as needed.[[File:Step 3 - Record Time.png|none|thumb|513x513px]] | ||
#Add a | |||
# Include a | == 2. Input Details == | ||
# Add any relevant members involved in the task.[[File:Step 8 - Record Time.png|none|thumb|518x518px]] | # Set the ''date'' and ''start time'' for the recorded time entry.[[File:Step 4 - Record Time.png|none|thumb|511x511px]] | ||
# Specify the ''matter'' related to the time entry.[[File:Step 5 - Record Time.png|none|thumb|512x512px]] | |||
#Add a ''product instance'' associated with the matter.[[File:Step 6 - Record Time.png|none|thumb|513x513px]] | |||
# Include a ''description'' to detail the work performed during the recorded time.[[File:Step 7 - Record Time.png|none|thumb|512x512px]] | |||
# Add any ''relevant members'' involved in the task.[[File:Step 8 - Record Time.png|none|thumb|518x518px]] | |||
# Optionally, add contacts related to the time entry.[[File:Step 9 - Record Time.png|none|thumb|514x514px]] | # Optionally, add contacts related to the time entry.[[File:Step 9 - Record Time.png|none|thumb|514x514px]] | ||
# Attach any related documents or files to the time entry.[[File:Step 10 - Record Time.png|none|thumb|500x500px | # Attach any related documents or files to the time entry.[[File:Step 10 - Record Time.png|none|thumb|500x500px|[[File:Step 11 - Record Time.png|none|thumb|524x524px]]]] | ||
# Click ''Save and Close'' to finalize the time entry.[[File:Step 11.2 - Record Time.png|none|thumb|524x524px]] | |||
# The recorded time will be accessible under the | # The recorded time will be accessible under the '''Billing''<nowiki/>' section, specifically in the '<nowiki/>''Time''<nowiki/>' category.[[File:Step 12 - Record Time.png|none|thumb|500x500px]] | ||
[[Category:How-To]] | [[Category:How-To]] | ||
Revision as of 12:16, 5 September 2024
Manual time recording allows you to precisely track and log the time spent on various tasks in ContactsLaw. Follow this step-by-step guide to record time manually.
Manual Time Recording:
1. Getting Started
- To record time:
- Select the Home tab on the ribbon and, under Billing, click Record Time.
- The recording starts automatically when the window opens, but you can pause it as needed.
2. Input Details
- Set the date and start time for the recorded time entry.
- Specify the matter related to the time entry.
- Add a product instance associated with the matter.
- Include a description to detail the work performed during the recorded time.
- Add any relevant members involved in the task.
- Optionally, add contacts related to the time entry.
- Attach any related documents or files to the time entry.
- Click Save and Close to finalize the time entry.
- The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
