Timekeeping Matter View

With Timekeeping Matter View, users can see Time Entries, make changes to them, and download all Time Entries as a CSV file, right on the associated Matter page! 

Accessing Matter View

Time Entries can be accessed directly from a Matter page. Click the 'Time' tab on the Matter component to view the Time Entries associated with that particular Matter. See Total Duration, Total Amount, and more in the table! Administrators can customize the table view in Time Tracking Admin Settings.


Bulk Actions

Not only can Users view Time Entries associated with a Matter, they can also perform bulk actions with the Time Entries. 

Bulk Edit

Check the checkbox next to each entry to select multiple entries, or check the top checkbox to select all associated entries > Click Bulk Edit > Make changes to Category, Description, Billable, Billing Status, and/or Date > Click Save > Click Yes, Continue


Download as CSV

Users can also download all Time Entries Associated with a particular Matter as a CSV file.

Simply Click the Download Icon to automatically export Time Entries to CSV.


Individual Actions

Users can also take actions on individual Time Entries from the Matter View.

Add an Entry

To add a Time Entry associated with the open Matter, Click the Add Time Entry button > Fill out the required details, including Rate, Date, Duration, Description, Etc. > Click Save. The Entry will appear in the list of Time Entries on the Matter.


Edit an Entry

To Edit a Time Entry, click the Down Arrow Icon   > Click Edit > An Edit Time Entry window opens > Make the necessary edits > Save


Delete an Entry

Delete a Time Entry by clicking the Down Arrow Icon   > Click Delete > Click Confirm. 


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