Release notes
Features
Time Entry
- Entering Time entries
- When entering time entries, categories appear to be out of order
- Sending a link to a time entry
- How do you block/prevent time being entered job or exclude a job from appearing available for time entry?
- Entering Disbursements and entering tax amounts
- Entering non-chargable or internal time
Time Review
- Copying a time entry link to the clipboard as a URL
- Reviewing Posted time vs capacity
- Locking Previous Time periods
- Recoverable time - chargeable time
- Viewing a date range for time entries
- Review By Detail - A detail listing of time where you post time entries
User Set up
- Setting up the system for the first time
- Adding a user - Summary Steps
- User Setup: Setting a user's manager and appointee
- Adding User Roles
- Onboarding a user to use Timekeeping
- Adding a position to an Employee (User)
Maintenance for Rates and Categories
Job view
Job Settings
Timekeeping Reports
- Exporting Budgets: Dashboard Budget
- Exporting Capacity: Report exports
- Form 908 - Annual statement by a liquidator (Estimate the number of hours spent on insolvency work)
- Reports: Bill Detail for Month
- Reports: Aged WIP Summary by Appointee
- Reports: Disbursement Detail Analysis
Importing time entries
- Importing time entries overview
- Download the Timekeeping import template
- Importing time entries into Timekeeping (explanation of the import columns)
- Importing practice time into Timekeeping
- Timekeeping import - typical issues and errors when importing
- Timeline and checklist for extracting data
WIP Provisions
Timekeeping Integrations
Billing
- Timekeeping logo dimensions and file type
- How to apply a Write-up to an invoice in Timekeeping
- Write off selected Timekeeping entries which results in 0.00 invoice
- Including the bank details on the invoice
- Invoicing - Selecting specific time entries to bill
- How to apply customised filters when creating invoices