How-To:Record Time

From ContactsLaw Documentation
Revision as of 12:16, 5 September 2024 by Katrina Hechanova (talk | contribs) (new format)

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:

1. Getting Started

  • To record time:
    • Select the Home tab on the ribbon and, under Billing, click Record Time.
      Step 2 - Record Time.png
  • The recording starts automatically when the window opens, but you can pause it as needed.
    Step 3 - Record Time.png

2. Input Details

  1. Set the date and start time for the recorded time entry.
    Step 4 - Record Time.png
  2. Specify the matter related to the time entry.
    Step 5 - Record Time.png
  3. Add a product instance associated with the matter.
    Step 6 - Record Time.png
  4. Include a description to detail the work performed during the recorded time.
    Step 7 - Record Time.png
  5. Add any relevant members involved in the task.
    Step 8 - Record Time.png
  6. Optionally, add contacts related to the time entry.
    Step 9 - Record Time.png
  7. Attach any related documents or files to the time entry.
    Step 11 - Record Time.png
  8. Click Save and Close to finalize the time entry.
    Step 11.2 - Record Time.png
  9. The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
    Step 12 - Record Time.png