Who is this guide for?
If Fee Earners need to upload multiple time postings across a number of clients, using the timesheet function is the most effective way to do so.
Creating a Timesheet
To create a new time sheet, go to Time Recording > Time Sheets > New Time Sheet.
A drop down list will appear, showing you a list of all fee earners you can create a time sheet for.
Select a Fee Earner, and then click Create New Timesheet.
Building the Timesheet
When building up the time sheet, you will need to click New Line to add a new entry onto the time sheet. From here, you can quickly locate the client, enter the posting details, and then save.
Repeat this process as required.
Amending the time entries
Clicking the Edit icon will allow the user to go back into the posting, and make changes to the time, attendance note or delete the posting.
Printing and deleting the Timesheet
At the top there are also options to delete and print the time sheet if required.
Submitting the Timesheet
Once the timesheet it ready to submit, navigate back to Time Ledger and click the Time Sheet subheading. A list of all the pending timesheets are visible.
Users can click Select to return into the time sheet to make further adjustments, or Delete to remove the timesheet.
Once the timesheet is ready to submit, tick the relevant tickbox, and click Update. The timesheet will disappear, and the time postings be posted onto the relevant time ledgers.
Other Time Recording Guides
If you want to post individual time entries, the below guides will help you.