AdvoLogix Help

How do I add time from the time tab?

Updated on

There are several different ways to record Time within AdvoLogix.  This is how it is done from the Time tab.

Add Time

Add 'NEW' Time

Click New button

Create a Time Record

Create Time Record

Enter desired Information for the Time record

  1. Information
    • Matter - Choose associated Matter for the time record.
    • Owner - Defaults to the person logged in and creating the time record (can be changed after save).
    • Contact - Contact that time record is associated to.
  2. Time Details
    • Entry Date - Date corresponding to time
    • Time (in Hours) - Quantity of hour associated with this time
    • Rate - Choose a pre-existing Rate from the Rate Table
    • Rate Amount - Set a Rate Amount for the time entry or choose a Rate above ( from the Rate Table) and Rate Amount will default to the amount of chosen Rate
    • Timekeeper - Person time record attributed to (may be different than logged in record creator - default owner)
  3. Description - Comments or descriptive details associated to the time record.
  4. Completing the Time record
    • Choose Save to save and proceed to finished Time record.
    • Choose Cancel if do not want to save time record.

View Newly Created Time Record

View Newly Created Time Record

The Time detail page will show the information for the newly created time record and Time history will record creation information.

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