Use the Timekeeping page to configure time entry behavior, timesheet controls, activity descriptions, billing preview settings, and custom billing preview actions.
š§ Do you know where to find the CaseCloud Setup tab? Go to the app launcher (waffle) and search for setup. Select CaseCloud Setup from the search results.
Time Entry Settings
Use Time Entry settings to control how users create, manage, and track time entries. Administrators can configure time rounding, timesheet access, UTBMS coding, timer behavior, and matter time rollup processing.
| Setting | Description |
|---|---|
| Round the hours on new time entries | Enable this option to automatically round newly created time entries to the nearest configured increment. |
| Incremental rounding value (minutes) | Specifies the rounding interval used when rounding time entries. This field is available when Round the hours on new time entries is enabled. |
| Restrict the timesheet to the signed-in timekeeper | Enable this option to limit the timesheet view to the currently signed-in user, allowing users to enter and review only their own time entries. |
| Use UTBMS codes for timekeeping | Enable this option to allow users to assign UTBMS activity and task codes to time entries. |
| Limit multiple timers to one running timer | Enable this option to allow only one active timer at a time. Starting or resuming a timer automatically pauses the currently running timer. |
Process matter time rollups in the background
| Enable this option to calculate matter time totals using background processing. This setting is recommended for organizations with a large volume of time entries. |
Description Settings
Use Description Settings to control how time entry descriptions are populated and stored. These settings help ensure that time entries contain meaningful and consistent descriptions by mapping values from related activities such as Events, Tasks, and Content records.
| Setting | Description |
|---|---|
| Time Description Field | Specifies the field used to store the description for a time entry. |
| Activity Description Fields | Defines how descriptions from related records populate time entries when users log time from an activity. Under Activity Description Fields, select the Events, Tasks, and Content fields to use for time entry descriptions. |
Billing Settings
Use Billing settings to control how billing records are generated from time entries, fees, and expenses. Administrators can enable billing functionality and configure the default date range used when users access Billing Preview.
| Setting | Description |
|---|---|
| Enable billing for timekeeping | Enable this option to create billing records from time entries, fees, and expenses. When enabled, Billing Preview and Billing Preview Actions become available. |
| Default Billing Preview date range (days) | Specifies the default date range displayed when users open Billing Preview. |
Billing Preview Actions
Use Billing Preview Actions to configure custom actions that appear in the Billing Preview menu. These actions allow users to publish billing record IDs for use in custom automations, integrations, flows, and Apex implementations.
Administrators can configure up to 9 Billing Preview Actions, define the action label displayed to users, and control the order in which actions appear in the Billing Preview menu. The available actions includes:
Get Selected Billing Record IDs - Publishes a data event containing only the billing records selected by the user.
Get All Billing Record IDs - Publishes a data event containing all billing records displayed in Billing Preview.
| Billing Preview Action Settings | Description |
|---|---|
| Action Label | Specifies the name displayed in the Billing Preview menu. |
| Action | Specifies the billing records included in the published data event. |
| Display Order | Determines the order in which actions appear in Billing Preview. |
- Use the Re-Order Actions button to reorder the list of custom actions displayed in the provided order on the billing preview.
- Use the Remove | Edit row action links to either remove the custom action or edit the label of the action that is displayed on the billing preview.
- Use the Add to Billing Preview section to easily add a custom action to the billing preview interface.