How-To:Record Time: Difference between revisions

Revision as of 23:10, 17 September 2024

Manual time recording in ContactsLaw offers a precise method for tracking and logging time spent on various tasks, significantly improving billing accuracy and management. This feature enables users to monitor their work in real time, making the process of timekeeping and billing more efficient and transparent.

1. Getting Started

To begin recording time:
- Navigate to the Home tab on the ribbon.
- Under the Billing section, click Record Time.

Once the time recording window opens, the recording will start automatically. You can pause it as necessary.

2. Input Details

Set Date and Start Time: Specify the date and starting time for the recorded entry.
Select the Matter: Identify the matter associated with this time entry.
Add a Product Instance: Link a product instance related to the matter.
Include a Description: Provide a detailed description of the work performed during the recorded time.
Add Members: List any team members who contributed to the task.
Include Relevant Contacts: Optionally, add any relevant contacts tied to the time entry.
Attach Documents: Upload any supporting files or documents related to the task.
Click Save and Close to finalize the time entry.
The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.

@@ Line 1: / Line 1: @@
-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 in ContactsLaw offers a precise method for tracking and logging time spent on various tasks, significantly improving billing accuracy and management. This feature enables users to monitor their work in real time, making the process of timekeeping and billing more efficient and transparent.
-=== Manual Time Recording: ===
 == 1. Getting Started ==
-* To record time:
+* To begin recording time:
-** 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]]]]
+** Navigate to the <nowiki/>''Home'' tab on the ribbon.
-* The recording starts automatically when the window opens, but you can pause it as needed.[[File:Step 3 - Record Time.png|none|thumb|513x513px]]
+** Under the ''Billin''<nowiki/>''g'' section, click ''Record Time.''  [[File:Step 1 - Create Invoice.png|none|thumb|500x500px|[[File:Step 2 - Record Time.png|none|thumb|500x500px]]]]
+Once the time recording window opens, the recording will start automatically. You can pause it as necessary.[[File:Step 3 - Record Time.png|none|thumb|513x513px]]
 == 2. Input Details ==
-# Set the ''date'' and ''start time'' for the recorded time entry.[[File:Step 4 - Record Time.png|none|thumb|511x511px]]
+# '''Set Date and Start Time:''' Specify the date and starting time for the recorded 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]]
+# '''Select the Matter:''' Identify the matter associated with this 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]]
+#'''Add a Product Instance:''' Link a product instance related to 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]]
+# '''Include a Description:''' Provide a detailed description of 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]]
+# '''Add Members:''' List any team members who contributed to 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]]
+# '''Include Relevant Contacts:''' Optionally, add any relevant contacts tied 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|[[File:Step 11 - Record Time.png|none|thumb|524x524px]]]]
+# '''Attach Documents:''' Upload any supporting files or documents related to the task.[[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 '''Billing''<nowiki/>' section, specifically in the '<nowiki/>''Time''<nowiki/>' category.[[File:Step 12 - Record Time.png|none|thumb|500x500px]]
 [[Category:How-To]]