Managing Time Entries Without Including Them on an Invoice in LeanLaw
In LeanLaw, it is common to manage time entries to ensure they are recorded for productivity tracking but excluded from invoices. This is possible whether the time entry is billable or non-billable. Below are the steps and guidelines for handling these time entries effectively.
Overview
Time entries in LeanLaw can either be classified as billable, meaning they retain a rate for reporting purposes, or non-billable, which excludes their rate from productivity metrics. In both cases, you can ensure these entries are recorded in the system while not appearing in client invoices.
Steps for Handling Time Entries
1. For Non-Billable Entries
If you want to keep the time entry on record but classify it as non-billable with no associated rate for reports:
Open the draft invoice where the time entry appears.
Update the specific entry to Non-Billable.
Use the "Mark as Billed" option to remove the entry from the draft invoice while keeping it recorded in the system as billed.
2. For Billable Entries
If the entry should retain a rate and be used in productivity reports:
Leave the time entry classified as Billable (do not change it to Non-Billable).
Use the "Mark as Billed" option directly. This will remove it from the draft invoice while preserving its inclusion in productivity reporting.
3. Avoiding Accounts Receivable Issues
Marking a time entry as Non-Billable and then removing it from the invoice will not create an accounts receivable balance for that time entry. Follow these steps:
Change the time entry to Non-Billable.
Use the "Mark as Billed" action to ensure that it is recognized as processed in the system without impacting accounts receivable.
Summary
By appropriately managing time entries as either billable or non-billable and using the "Mark as Billed" function, you can ensure accurate records while removing specific entries from client invoices. This flexibility helps maintain clean financial records and precise productivity reporting.