A related time entry can be edited from the Matter tab.
Choose a Matter
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- Click on the Name of a Matter OR
- Proceed to an alternate list view and choose a matter there
Edit the Time Record
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Select Edit next to the desired Time entry.
Modify the Time Record
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Modify desired Information for the Time record.
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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.
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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)
- Description - Comments or descriptive details associated to the time record.
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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 the Modified Time Record
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The Time detail page will show the information for the newly created time record and Time history will record creation information.
Newly Created Time Record in a Matter Related List
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