Timekeeping Settings

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:07 AM by Allison Cloyd

Timekeeping settings are configurations you use when creating a Time entry. This article will go through each function of these settings.

 

Accessing the timekeeping settings

  1. Click on Admin
  2. Select the General settings tile.

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  1. Scroll down to the Timekeeping section.
  2. Click Save after making any changes.

/helpdesk/attachments/150002488481

Descriptions

Matter Association - Dictates whether or not a matter is required for a time entry.

Quick-code - Determines whether or not a quick-code is required for a time entry. For more information, see System Preferences - Quick Codes

Description - Toggles if selecting a quick-code will automatically update the time entry description.

Track ‘start’ time - When turned off, “Start time” field will not appear on the time entry form. When turned on, a start time will be attributed to the time record.

Track hours worked - Dictates whether or not to track hours worked for reporting purposes.

Tasks require time entry by default - Toggles if 'Add time entry after this task is completed' is checked by default in a new task.

Tasks require quick code - Toggles if quick code is required in a task.

Create time entry by default - Toggles if 'Create time entry' checkbox is checked by default in a new phone call record.

Start call timer automatically - Toggles if 'Phone call timer' will start automatically in a new phone call record.

E-Billing description field


This setting designates which UTBMS/LEDES field description should populate the time entry description field when creating a time entry.

Minimum billable hours - Sets a minimum for billable hours entered. Billable hours entered below the minimum will round up to the minimum. This only affects billable hours and not hours worked.

Minutes per 1 “unit” - Time can be entered with a “u” after the number. This will input the time in designated units. For example, if a user entered "5u" into the hours field for a time entry that would be five units, five times the number of minutes you enter in this field.

Time Precision - Controls whether time can be entered to one or two decimal places.

/helpdesk/attachments/150002488483

Rounding method - Dictates how time that exceeds the decimal places entered in precision below is rounded.

/helpdesk/attachments/150002488484

  • Swedish rounding

    • 1 - 4: round down

    • 5 - 9: round up

  • Round up

    • Always round up

  • Round down

    • Always round down
Timekeeping Description
Matter Association Dictates whether or not a matter is required for a time entry.
Quick-code Determines whether or not a quick-code is required for a time entry. For more information, see System Preferences - Quick Codes
Description Toggles if selecting a quick-code will automatically update the time entry description.
Track 'start' time  When turned off, “Start time” field will not appear on the time entry form. When turned on, a start time will be attributed to the time record.
Track hours worked Dictates whether or not to track hours worked for reporting purposes.
Tasks require time entry by default Toggles if 'Add time entry after this task is completed' is checked by default in a new task.
Tasks require quick-code Toggles if quick code is required in a task.
Create time entry by default Toggles if 'Create time entry' checkbox is checked by default in a new phone call record.
Start call timer automatically Toggles if 'Phone call timer' will start automatically in a new phone call record.
E-Billing description field

This setting designates which UTBMS/LEDES field description should populate the time entry description field when creating a time entry.

 

Minimum billable hours Sets a minimum for billable hours entered. Billable hours entered below the minimum will round up to the minimum. This only affects billable hours and not hours worked.
Minutes per 1 "unit" Time can be entered with a “u” after the number. This will input the time in designated units. For example, if a user entered "5u" into the hours field for a time entry that would be five units, five times the number of minutes you enter in this field.
Time precision

Controls whether time can be entered to one or two decimal places.

/helpdesk/attachments/150002488483

Rounding method

Dictates how time that exceeds the decimal places entered in precision below is rounded.

/helpdesk/attachments/150002488484

  • Swedish rounding

    • 1 - 4: round down

    • 5 - 9: round up

  • Round up

    • Always round up

  • Round down

    • Always round down