Time Record: Difference between revisions

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== Configuring Activities for Automatic Time Recording in ContactsLaw ==
== Configuring Activities for Automatic Time Recording in ContactsLaw ==
'''Introduction''' In ContactsLaw, time recording can be set up to start automatically whenever you engage in certain activities. This guide will explain how to configure and change these activities to ensure time recording happens seamlessly.
In ContactsLaw, time recording can be set up to start automatically whenever you engage in certain activities. This guide will explain how to configure and change these activities to ensure time recording happens seamlessly.


== Time Recording by Software: ==
== Time Recording by Software: ==
#'''Open the App and Go to “My Subscription”'''
#'''Open the App and Go to “My Subscription”'''
#* Navigate to the ContactsLaw application and select "My Subscription" from the main menu.  [[File:Step 1 - Time Record (Software).png|none|thumb|500x500px]]
#* Navigate to the ContactsLaw application and select ''"My Subscription''" from the main menu.  [[File:Step 1 - Time Record (Software).png|none|thumb|500x500px]]
#'''Access the Billing Section'''
#'''Access the Billing Section'''
#* Go to the “Billing” section and click on “Timed Activities”.  [[File:Step 2 - Time Record (Software).png|none|thumb|500x500px]]
#* Go to the “''Billing''” section and click on “''Timed Activities''”.  [[File:Step 2 - Time Record (Software).png|none|thumb|500x500px]]
#'''Select Descriptions for Time Recording'''
#'''Select Descriptions for Time Recording'''
#* A list of descriptions will be displayed. Choose the ones that match the activities you want to track. Describe the time you want to record for each activity.  [[File:Step 3 - Time Record (Manual).png|none|thumb|530x530px|Note: If you operate multiple businesses within the same subscription, you would have a different time recording policy for each business you operate well. [[File:Step 3 - Time Record (Software).png|none|thumb]]]]
#* A list of descriptions will be displayed. Choose the ones that match the activities you want to track. Describe the time you want to record for each activity.  [[File:Step 3 - Time Record (Manual).png|none|thumb|530x530px|Note: If you operate multiple businesses within the same subscription, you will have a different time recording policy for each business you operate well. [[File:Step 3 - Time Record (Software).png|none|thumb]]]]
#'''Configure Details'''
#'''Configure Details'''
#* After selecting the descriptions, fill in the necessary details for each activity. Click '''OK''' to save the settings.  [[File:Step 4 - Time Record (Software).png|none|thumb]]
#* After selecting the descriptions, fill in the necessary details for each activity. Click '''OK''' to save the settings.  [[File:Step 4 - Time Record (Software).png|none|thumb]]
[[Category:Billing]]
[[Category:Billing]]
[[Category:Key Terms]]
[[Category:Key Terms]]

Revision as of 16:26, 16 October 2024

A time record represents a discrete unit of work performed by one or more members.

Properties

Time records have the following properties:

  • Date and time when the work commenced
  • Short description that appears on itemised invoices
  • Matter on which the work was performed (this can be left blank, but the time is not billable until completed)
  • Notes (in Markdown format)
  • Product used to categorise work for billing purposes
  • Subject of the work (e.g. a particular document or other item)
  • Related contacts and/or documents

Creating

Depending on the configuration of the subscription/business, performing some activities will cause time records to be automatically created.

Time records can also be manually created.

Billing

Time records are expressed as a total duration (in minutes); they do not have inherent billable value. It is only when a scale is applied (either by inclusion in an invoice or manually for reporting purposes) that a charge is calculated.

Depending on the product that a time record is associated with, this value may be billed as-is or marked up/down to align with the charge policy. The sales metric apportions time on a pro-rata basis.

Once a time record has been billed, it cannot appear on any subsequent invoice.

Configuring Activities for Automatic Time Recording in ContactsLaw

In ContactsLaw, time recording can be set up to start automatically whenever you engage in certain activities. This guide will explain how to configure and change these activities to ensure time recording happens seamlessly.

Time Recording by Software:

  1. Open the App and Go to “My Subscription”
    • Navigate to the ContactsLaw application and select "My Subscription" from the main menu.
      Step 1 - Time Record (Software).png
  2. Access the Billing Section
    • Go to the “Billing” section and click on “Timed Activities”.
      Step 2 - Time Record (Software).png
  3. Select Descriptions for Time Recording
    • A list of descriptions will be displayed. Choose the ones that match the activities you want to track. Describe the time you want to record for each activity.
      Note: If you operate multiple businesses within the same subscription, you will have a different time recording policy for each business you operate well.
      Step 3 - Time Record (Software).png
  4. Configure Details
    • After selecting the descriptions, fill in the necessary details for each activity. Click OK to save the settings.
      Step 4 - Time Record (Software).png