How-To:Record Time

How to Record Time

1. Open the app and go to the 'Billing' section.
2. Click the down arrow and select "Record Time".
3. The recording starts automatically when the window opens, but you can pause it as needed.
4. Set the date and start time for the recorded time entry.
5. Specify the matter related to the time entry.
6. Add a product instance associated with the matter.
7. Include a description to detail the work performed during the recorded time.
8. Add any relevant members involved in the task.
9. Optionally, add contacts related to the time entry.
10. Attach any related documents or files to the time entry.
11. Click "Save and Close" to finalize the time entry.
12. The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.