How-To:Record Time: Difference between revisions

From ContactsLaw Documentation
(Created page with " == How to Record Time == # Open the app and go to the 'Billing' section. # Click the down arrow and select "Record Time". # The recording starts automatically when the window opens, but you can pause it as needed. # 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 m...")
 
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{{DISPLAYTITLE:How to Record Time}}
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.


== How to Record Time ==
== 1. Getting Started ==


# Open the app and go to the 'Billing' section.
* Navigate to the ribbon group, proceed to Home and click on ''Billing.''[[File:Step 1 - Create Invoice.png|none|thumb|500x500px]]
# Click the down arrow and select "Record Time".
* Dropdown and select "''Record Time''".[[File:Step 2 - Record Time.png|none|thumb|500x500px]]
# The recording starts automatically when the window opens, but you can pause it as needed.
 
# Set the date and start time for the recorded time entry.
* 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]]
# Specify the matter related to the time entry.
 
# Add a product instance associated with the matter.
== 2. Input Details ==
# Include a description to detail the work performed during the recorded time.
The below guide will explain the key steps in in the contacts law subscription:
# Add any relevant members involved in the task.
 
# Optionally, add contacts related to the time entry.
* Set Date and Start Time: Specify the date and starting time for the recorded entry[[File:Step 4 - Record Time.png|none|thumb|511x511px]]
# Attach any related documents or files to the time entry.
 
# Click "Save and Close" to finalize the time entry.
* '''Select the Matter:''' Identify the matter associated with this time entry.[[File:Step 5 - Record Time.png|none|thumb|512x512px]]
# The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
 
*'''Add a Product Instance:''' Link a product instance related to the matter.[[File:Step 6 - Record Time.png|none|thumb|513x513px]]
* '''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]]
* '''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 finalise 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]]
__FORCETOC__

Latest revision as of 23:28, 2 December 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

  • Navigate to the ribbon group, proceed to Home and click on Billing.
    Step 1 - Create Invoice.png
  • Dropdown and select "Record Time".
    Step 2 - Record Time.png
  • Once the time recording window opens, the recording will start automatically. You can pause it as necessary.
    Step 3 - Record Time.png

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
    Step 4 - Record Time.png
  • Select the Matter: Identify the matter associated with this time entry.
    Step 5 - Record Time.png
  • Add a Product Instance: Link a product instance related to the matter.
    Step 6 - Record Time.png
  • Include a Description: Provide a detailed description of the work performed during the recorded time.
    Step 7 - Record Time.png
  • Add Members: List any team members who contributed to the task.
    Step 8 - Record Time.png
  • Include Relevant Contacts: Optionally, add any relevant contacts tied to the time entry.
    Step 9 - Record Time.png
  • Attach Documents: Upload any supporting files or documents related to the task.
    Step 11 - Record Time.png

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 finalise the time entry.
  • The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
    Step 12 - Record Time.png
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