Timekeeping

Features

• Timekeeping Summary of Features
• Advantages of using an integrated Insolvency timekeeping system
• Dashboard: WIP Churn
• Dashboard
• Time Entry
• Time Review - Summary (Weekly Hours)

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

See all 7 articles

Time Review

• Posted time verses 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
• Review by Time - A calendar style summary of time entries

User Set up

• Setting up the system for the first time
• Adding a user - Summary Steps
• Adding User Permissions
• Onboarding a user to use Timekeeping
• Adding a position to an Employee (User)
• User registration email - SaaS users (Registration email) - cannot login token expired

Maintenance for Rates and Categories

• How do you add a custom category for a job?
• Add your own custom Time Categories
• Configuring Disbursement Categories
• Configuring Time Categories
• Using the Rate Calculation Date
• Adding Positions and Rates to a Rate Schedule

Job view

• Activity Summary
• Job Summary

Job Settings

• Setting up a job for Timekeeping by Assigning Time Categories to a Job
• Job settings: Low recoverability
• Assigning a rate schedule to a job (overriding the default rate schedule)

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

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Importing time entries

• Importing time entries overview
• Download the Timekeeping import template
• Importing time entries into Timekeeping
• Importing practice time into Timekeeping
• Timekeeping import - typical issues and errors when importing
• Timeline and checklist for extracting data

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WIP Provisions

• Making Provisions for Posted Time Billed
• Auto-calculated WIP Provisions based on the balance of approvals
• Entering WIP Provisions

Timekeeping Integrations

• Timekeeping Integrated Reports
• Company Search Integration
• WIP and Fees tab
• How do I import bills and create payments from Practice Manager?

Billing

• Explaining the workflow to delete a bill line when invoicing
• How to Bill a fixed amount for Disbursements
• Creating a "fixed fee" or nominal invoice
• Processing discounts and reporting
• How to bill a specific line item?
• Rasing an Invoice

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Employee Capacity

• Employee Capacity Overview
• Configuring Employee Capacity Settings
• Time Review: Employee Capacity Page
• How to automatically exclude time entries from capacity (e.g. Leave and Public Holidays)