How-To:Record Time: Difference between revisions

Revision as of 08:05, 1 October 2024

What is Manual Time Recording?

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

Navigate to the ribbon group, proceed to Home and click on Billing.
Dropdown and select "Record Time".

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

2. Input Details

The below guide will explain the key steps in in the contacts law subscription:

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.

3. Final Steps

The below guide will explain the final steps in creating the to-do in the system.

Review the details of the time record you created.
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: @@
+==== What is Manual Time Recording? ====
+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 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 ==
-== 1. Getting Started ==
+* Navigate to the ribbon group, proceed to Home and click on Billing.[[File:Step 1 - Create Invoice.png|none|thumb|500x500px]]
-* To begin recording time:
+* Dropdown and select "Record Time".[[File:Step 2 - Record Time.png|none|thumb|500x500px]]
-** Navigate to the <nowiki/>''Home'' tab on the ribbon.
-** 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]]
-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 Date and Start Time:''' Specify the date and starting time for the recorded entry.[[File:Step 4 - Record Time.png|none|thumb|511x511px]]
+The below guide will explain the key steps in in the contacts law subscription:
-# '''Select the Matter:''' Identify the matter associated with this time entry.[[File:Step 5 - Record Time.png|none|thumb|512x512px]]
-#'''Add a Product Instance:''' Link a product instance related to the matter.[[File:Step 6 - Record Time.png|none|thumb|513x513px]]
+* Set Date and Start Time: Specify the date and starting time for the recorded entry[[File:Step 4 - Record Time.png|none|thumb|511x511px]]
-# '''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 Members:''' List any team members who contributed to the task.[[File:Step 8 - Record Time.png|none|thumb|518x518px]]
+* '''Select the Matter:''' Identify the matter associated with this time entry.[[File:Step 5 - Record Time.png|none|thumb|512x512px]]
-# '''Include Relevant Contacts:''' Optionally, add any relevant contacts tied to the time entry.[[File:Step 9 - Record Time.png|none|thumb|514x514px]]
-# '''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]]]]
+*'''Add a Product Instance:''' Link a product instance related to the matter.[[File:Step 6 - Record Time.png|none|thumb|513x513px]]
-# Click ''Save and Close'' to finalize the time entry.[[File:Step 11.2 - Record Time.png|none|thumb|524x524px]]
+* '''Include a Description:''' Provide a detailed description of the work performed during the recorded time.[[File:Step 7 - Record Time.png|none|thumb|512x512px]]
-# 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]]
+* '''Add Members:''' List any team members who contributed to the task.[[File:Step 8 - Record Time.png|none|thumb|518x518px]]
+* '''Include Relevant Contacts:''' Optionally, add any relevant contacts tied to the time entry.[[File:Step 9 - Record Time.png|none|thumb|514x514px]]
+* '''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]]]]
+== 3. Final Steps ==
+The below guide will explain the final steps in creating the to-do in the system.
+* Review the details of the time record you created.
+* Click ''Save and Close'' to finalize the time entry.
+* The recorded time will be accessible under the '<nowiki/>''Billing''<nowiki/>' section, specifically in the '''Time''<nowiki/>' category.[[File:Step 11.2 - Record Time.png|none|thumb|524x524px|[[File:Step 12 - Record Time.png|none|thumb|500x500px]]]]
 [[Category:How-To]]