How-To:Record Time: Difference between revisions
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# Click "'''Save and Close'''" to finalize the time entry.[[File:Step 11 - Record Time.png|none|thumb|524x524px]][[File:Step 11.2 - Record Time.png|none|thumb|524x524px]] | # Click "'''Save and Close'''" to finalize the time entry.[[File:Step 11 - Record Time.png|none|thumb|524x524px]][[File:Step 11.2 - Record Time.png|none|thumb|524x524px]] | ||
# The recorded time will be accessible under the ''''Billing'''<nowiki/>' section, specifically in the ''''Time'''<nowiki/>' category.[[File:Step 12 - Record Time.png|none|thumb|500x500px]] | # The recorded time will be accessible under the ''''Billing'''<nowiki/>' section, specifically in the ''''Time'''<nowiki/>' category.[[File:Step 12 - Record Time.png|none|thumb|500x500px]] | ||
[[Category:How-To]] | |||
Revision as of 11:22, 10 June 2024
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 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.
