How-To:Record Time

From ContactsLaw Documentation
Revision as of 08:33, 1 August 2024 by Katrina Hechanova (talk | contribs) (deleted automatic time recording. left with the manual time recording)

How to Manually Record Time

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. Open the app and go to the 'Billing' section.
    Step 1 - Create Invoice.png
  2. Click the down arrow and select "Record Time".
    Step 2 - Record Time.png
  3. The recording starts automatically when the window opens, but you can pause it as needed.
    Step 3 - Record Time.png
  4. Set the date and start time for the recorded time entry.
    Step 4 - Record Time.png
  5. Specify the matter related to the time entry.
    Step 5 - Record Time.png
  6. Add a product instance associated with the matter.
    Step 6 - Record Time.png
  7. Include a description to detail the work performed during the recorded time.
    Step 7 - Record Time.png
  8. Add any relevant members involved in the task.
    Step 8 - Record Time.png
  9. Optionally, add contacts related to the time entry.
    Step 9 - Record Time.png
  10. Attach any related documents or files to the time entry.
    Step 10 - Record Time.png
  11. Click "Save and Close" to finalize the time entry.
    Step 11 - Record Time.png
    Step 11.2 - Record Time.png
  12. The recorded time will be accessible under the 'Billing' section, specifically in the 'Time' category.
    Step 12 - Record Time.png