You can use the Unposted time page in Practice Management to save unfinished time entries as drafts. You can add and edit entries throughout the day, then post them to a matter when they're ready. This allows you to keep track of your time without running multiple timers or switching to the Legal Accounting timesheet.
You can have up to 100 unposted time entries at once. Note, however, that unposted time entries are not saved to the matter and do not appear on the Legal Accounting timesheet until they are posted.
Caution: Unposted time entries are kept for 90 days, after which they are automatically removed. Starting 15 days before an entry is removed, a countdown appears showing how many days remain. Be sure to post any entries you want to keep before they expire.
Unposted time entries in Practice Management follow the same settings and permissions as Legal Accounting time entries.
Before you begin:
- An admin must enable this option by going to Admin > General settings and toggling Legal Accounting Unposted Time to on.
To access your draft time entries:
- In Practice Management, go to Time > Unposted time. The Unposted Time page appears.
- Do one of the following:
To add a new time entry, click Add row. This adds a new time entry to the list. You can then click in the text area for each of the columns and add the required information. (Based on what you enter, additional fields may be filled in.)
For example, to select the matter, click in the space for the Matter name column. Then provide or update any other required information.- To edit an existing time entry, click the text in the row and column you want to update and enter your updated text, number, or date.
- To delete a time entry, click the delete icon at the end of that specific row.
- Once one or more time entries are complete, select the checkbox next to the record and click Post.
- On the Save Selected Draft Entries window that appears, click Save Selected. The time entry is saved.
Updated