Time & Billing Advanced Search Overview

The Advanced Search menu within Litify's Time & Billing application allows you to customize your searches to ensure that you find the exact record(s) you’re looking for. This feature is available to sort both Time Entries and Costs. 

Where do I find Advanced Search? 

The Advanced Search menu can be launched from anywhere that you see the filter/funnel icon. (In other sections of the Litify platform this feature is accessed via the lightning magnifying glass icon.) 

There are three places where this icon is available for you to click:

  • Time Tracking Admin view
    • Here the Advanced Search menu is open by default.
  • Time Tracking application
  • Billing application
  • On a matter
    • From here you can use the Advanced Search function to filter Time or Cost entries. 

Using Advanced Search for Time Entries

There are several fields within the Time Entry Advanced Search menu that you can use to narrow down your searches. To use this functionality, do the following:

  1. Launching the Advanced Search menu by clicking the filter icon
  2. Fill in the fields you wish to use.
  3. Click Go

Some things to keep in mind while using Advanced Search:

  • You must click Go to perform the search. 
    • You cannot click the Enter key on the keyboard to start a search. 
  • Each field is processed as an AND statement. Each selection within a field is treated as an OR statement.  

Each of the fields in the Advanced Search menu has a different function. The images below show an example of what the Advanced Search menu looks like. Below the image is a table that lists the name of each field and what it does.

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Keep in mind that some of these fields will not be visible, or will automatically be populated, depending on where you launch the Advanced Search from. For example, if you are sitting on a matter and launch the Advanced Search the Related To field will be hidden, since you cannot change it.

Search Field

Usage

Primary Related Record

The main record that your search results are related to. Use the dropdown next to the search box to further narrow your results by selecting an object to search by. You can also check the "Without primary related record" box to further narrow your results. 

User

Click into the box and select a specific user or users.

Description Includes This is a text search field with a 250 character limit. It is configured to only retrieve exact string matches, and is restricted by SOQL and SOSL.

Category

A dropdown list containing possible options.

Rates

Click into the box to display a list of available rates. Select a rate to return results that include that rate.

Task Code

Click into the box to display a list of available task codes. Select a code to return results that include that code.

Activity Code

Click into the box to display a list of available activity codes. Select a code to return results that include that code.

Date

Two picklist windows that allow you to narrow the dates of your searches. 

Duration

Choose from one of the three options (Is More Than, Is, Is Less Than) and then enter a time relative to that selection. 

Disposition Select to return results marked as: Bill, Do Not Bill, or No Charge. Select multiple options to return results that include either of that options selected.

Billable

A pair of boolean-style checkboxes. This will ensure that your search only returns results of the selected type(s).

Bill Display Select from: "Show on Bill" or "Do Not Show on Bill".
Billed Amount Choose from one of the three options (Is More Than, Is, Is Less Than) and then enter an amount relative to that selection. 
Writedown Amount Narrow your search results based on the "Writedown" amount. 
Markdown Amount Narrow your search results based on the "Markdown" amount. 
Write Off Amount Narrow your search results based on the "Write Off" amount. 

Using Advanced Search for Cost

The Cost Advanced Search operates very similarly to the Time Entry advanced search. The biggest notable difference is the fields that are available for you to filter results by.

Similar to the Time entry advanced search, this feature is accessible by clicking on the Time & Billing tab within a matter, and then clicking Cost. It should be noted that this feature is available under the All, WIP, and Billed tabs. 

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Below is a table outlining the available fields you can use to narrow your results by within the Billing advanced search feature:  

Search Field

Usage

User

Click into the box and select a specific user or users.

Type of Cost Display results related to Hard Cost, Soft Cost, or both.
Cost Code Search through the list of Cost Codes and select those you'd like your search results to contain. Multiple Cost Codes can be selected. 
Date Narrow your results by date.
Quantity Narrow your search results based on the "Quantity" field. This parameter includes a currency field—where you can enter a number, and a context dropdown which allows you to select: is, Is More Than, or Is Less Than. The context dropdown defines how the search will process the number entered in the text box.
Disposition Select to return results marked as: Bill, Do Not Bill, or No Charge. Select multiple options to return results that include either of that options selected.
Billable Select to look return results that are labeled as Billable or Non-Billable. Don't check either box to return results in both categories. 
Bill Display This field is set by the disposition. It is also an optional field on the cost.
Check Printed Another optional field on the cost.
Billed Amount Narrow your search results based on the "Billed" amount. Similar to the "Quantity" advanced search field, this field provide a currency field and a context dropdown. Enter a number in the field provided and select an option from the dropdown to determine how the advanced search feature processes that number. 
Writedown Amount Narrow your search results based on the "Writedown" amount. Similar to the "Quantity" advanced search field, this field provide a currency field and a context dropdown. Enter a number in the field provided and select an option from the dropdown to determine how the advanced search feature processes that number. 
Markdown Amount Narrow your search results based on the "Markdown" amount. Similar to the "Quantity" advanced search field, this field provide a currency field and a context dropdown. Enter a number in the field provided and select an option from the dropdown to determine how the advanced search feature processes that number. 
Write Off Amount Narrow your search results based on the "Write Off" amount. Similar to the "Quantity" advanced search field, this field provide a currency field and a context dropdown. Enter a number in the field provided and select an option from the dropdown to determine how the advanced search feature processes that number. 

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