The Time Tracking Admin View allows you to view all Time Entries for your firm in one place, regardless of matter or user. This is a convenient location that makes it easy to search all Time Entry records for specific pieces of information.
Only users with the Time Admin permission set are able to access this area of the Time Tracking app.
Accessing Time Tracking Admin View
Launch the Time Tracking Admin View by searching for it in the Quick Launch bar.
Alternatively, you can launch the view by clicking the associated tab from within the Time Tracking app.
Using the Time Tracking Admin View
Admin View includes several robust features that are very similar to the Time Tracking Matter View. These features are explained in more depth in the sections below.
Upon launching the Admin View the Advanced Search menu will open automatically. This is to help you search for and focus on the records you need—since the Admin View can display an overwhelming amount of information. If you ever close the Advanced Search menu and need to reopen it you can do so by clicking the filter icon next to the search bar.
The Advanced Search menu offers a number of fields for you to narrow down your searches. All you need to do is enter information in the fields you wish to use, and then click Go. For help navigating and using the Advanced Search window, see our dedicated article.
Bulk Edit allows you to update several records at once.
- Check the box next to the entries you wish to edit.
- Also, you can check the box at the top of the Time Entry column to select all records.
- Click Bulk Edit.
- Check the box next to the field(s) you wish to change.
- Make the desired changes.
- Click Save.
- Click Yes, Continue.
Download as a CSV
Download all Time Entries in the Admin View list as a CSV file. To do this, click the Download Icon to automatically export Time Entries to CSV.
This will download all Time Entries, not just the ones you have selected.
Add Time Entry
Add a new Time Entry from the Admin View using the dedicated button at the top of the page.
After selecting this button, use the window that appears to fill in information about your new entry. Once you’re satisfied, click Save.
View Record Detail
View a detailed summary of records from within the Admin View by clicking on the Time Entry.
From this view you can quickly view detailed information about an entry. You can also edit entries from this view using the pencil icon at the top of the entry.
You will notice at the bottom of the detail preview there are the same quick action buttons that can be found on the Timer. You can use these buttons to quickly add increments of time to a time entry.
Use the pagination buttons at the bottom of the Admin View to filter how many entries are visible on a page at a time.
- Using the Timer
- Time & Billing Initial Setup
- Time & Billing Settings Page Overview
- Time & Billing Advanced Search Overview