This article discusses how to view and filter time entries on the Time Entries Page, create time entries in both standard and advanced modes, edit and delete existing time entries, and explore user options that impact the create entry screen.
Time Entries Page
When you switch to the Time Entries Page, you'll find the Filter Options on the left side and the Time Display in the center. The Filter Options enable you to choose specific criteria that determine what appears in the Time Display, which updates automatically.
You can select from various filters, including Time Period, Timekeeper, Billed Status, Client, and Matter. If enabled, sorting by LEDES codes is also an option. To display Start and Stop Times in the Time Display, simply toggle the radio button as needed. The "Show Internal Notes" feature allows you to display and add a box to write notes for internal users.
In the top right corner of the screen, you'll find the Print and Export buttons. You can use the Print button to create a paper copy or save it as a PDF. The Export button enables you to transfer the data to Excel.
The Time Entry page offers two viewing options: "Insight View" and "Classic View."
The Insight View displays a bar graph that visualizes the total hours worked, the number of time entries made, and the matters worked. In contrast, the Classic View presents time entries and summaries, along with the ability to export the data as a CSV file.
Creating Time Entries
On the Time Entries Page, you can quickly create a time entry by clicking the green "Create Entry" button located in the top left corner. This action will open the New Entry section, where you can choose between a Standard or Advanced time entry. The key difference is that with the Advanced option, users have the ability to adjust the rate.
To create a time entry, you will need to fill out the following required fields: Timekeeper, Date, Client, Matter, Description, and Hours. Additionally, the following fields will automatically populate in the time entry:
Timekeeper - The timekeeper logged in
Date - Today's date
Hours - .1 (hours can be entered in tenths or quarters)
Editing and Deleting Time Entries
To edit or delete a time entry, simply click on the desired entry in the Time Display. This will open the Edit Entry panel on the left side of the screen. You can make your changes and save them by clicking the Save Changes button at the bottom of the Time Edit panel. If you wish to delete a time entry, you can do so by clicking the trash can icon located in the top right corner of the Time Edit panel.
User Options Impacting Time Entry
Advanced Settings: The Advanced Time Entry feature allows users to select their billing rate. This permission can be configured in the User Permissions section within LeanLaw Settings.
Snippets: Snippets are pre-written commonly used phrases or narratives that you can choose from instead of typing them out, streamlining your workflow. You can create and manage snippets under Team Settings in your Settings.
LEDES: You have the option to enable the Task and Activity fields for LEDES in the LEDES Tab within a matter.
Non-Billable: When a matter is designated as non-billable, any time entries associated with it will have the Billable checkbox automatically unchecked. However, you can manually check this box to designate a specific time entry as billable.
Note: Time entries can only be edited when they are in the "Ready to Bill" stage of invoicing.