¶ 1. Overview
The Time & Fees feature provides a centralized workspace for entering and reviewing all billable activities associated with a client. Users can record time, assign activity codes, apply billing rates, and track posted or unposted entries. This feature supports accurate billing, time tracking, and financial reporting across the firm.
¶ 2. Time Entry List
The Time & Fees feature displays a structured list of all time entries recorded for the selected client.
¶ Key Columns
- Date – When the work was performed
- Activity – Code or description of the task
- Hours – Time spent
- Rate – Billing rate applied
- Amount – Calculated fee
- Status – Posted or unposted
- Action – Edit or remove the entry
This list helps users quickly review all billable work and identify items requiring updates or posting.
¶ 3. Adding Time & Fee Records
Users can add new time entries directly within the feature.
¶ Fields Typically Captured
- Date of work
- Activity code or description
- Hours worked
- Billing rate
- Calculated amount
- Notes (optional)
Time entries remain visible immediately and contribute to the client’s billing summary.
¶ 4. Editing or Updating Entries
Existing entries can be updated to correct:
- Hours
- Activity codes
- Rates
- Descriptions
- Notes
Edits ensure billing accuracy before invoices are generated.
¶ 5. Posting Time & Fees
Once reviewed, entries can be posted to the client’s account.
¶ Posting Effects
- Moves entries into the client’s financial history
- Makes them available for invoicing
- Locks the entry from further editing (depending on permissions)
Posting ensures time is properly captured in billing workflows.
¶ 6. Summary Totals
The feature displays running totals to help users monitor billing activity:
- Total hours
- Total fees
- Posted vs. unposted amounts
These totals provide a quick snapshot of the client’s billable activity.
¶ 7. Integration with Other Features
Time & Fees integrates seamlessly with:
- Client Detail
- Billing & Invoicing
- General Transactions
- Reports
- Responsible Lawyer dashboards
This ensures time entries flow consistently into billing and financial reporting.
¶ 8. Summary
The Time & Fees feature provides a complete, structured environment for recording, reviewing, and posting billable work. With detailed activity tracking, rate management, and integration across billing workflows, it ensures accurate and efficient timekeeping for the firm.