Creating a Time Entry

Created by Allison Cloyd, Modified on Thu, 26 Jan 2023 at 07:56 PM by Robert Butler

In this article, you will learn how to record time and create a new time entry. Time Entries can be created via the following methods:

  1. The Global Create Button
  2. Timers
  3. Timesheet
  4. Outlook Add-in

Global Create Option

  1. Click on the Global Create Button > Time Entry

    Global create menu with the time entry menu item circled

  2. The date will pre-populate
  3. Choose the start time
  4. Choose the timekeeper (it will be you by default)
  5. Choose a matter
  6. Choose a quick code if applicable
  7. Enter how many hours you worked
    - Enter time in hours and minutes: Append an "m" to a number to enter time in minutes. For example, enter "45m" for 45 minutes.

    - Add "h" and "m" to enter time in hours and minutes. For example "1h15m" for 1.25 hours

    - Enter time in units: Add a "u" to the number to enter time in units. For example, if you have set your units in Admin to 6-minute intervals then enter "5u" for 0.5 hours

  8. Select whether it's billable or not

If billable:

  1. Enter how many hours are billable
  2. Choose which rate applies - 'Rate' is associated with rate sheets created for participant types such as Attorneys, Paralegals, or Partners. 'Rate Value' refers to the rate that you wish to charge for this particular entry. For example, an attorney may have set a special rate of $150/hr for a particular client, with their standard rate being $250/hr. When billing that client, the time entry would show 'Attorney' under 'Rate' and 'Client rate - 150' under 'Rate Value'.
  3. Choose the rate value
  4. Choose the bill behavior
    1. Bill = A billable time record that will show on the invoice
    2. Hide = Will not charge and is hidden from the invoice
    3. No charge = Will not charge but will show on the invoice
  5. Save

Timer Option

  1. Click on the timer along the bottom of your screen
    The timer in the bottom bar
  2. Select 'Create New Timer'
  3. Once the timer starts, go about your task
  4. When you've completed your task, open the timer back up and add a description
  5. Select 'Timesheet'
    The 'timesheet' link in the timer modal
  6. This will open the 'Create time entry' screen where you can follow the same instructions as in the global create option

Timesheet

  1. Select Timesheet > Today > New time entry
  2. This will open the 'Create time entry' screen where you can follow the same instructions as in the global create option

Outlook Add-In

  1. Open the Outlook Add-In and select 'Time Entry'
  2. This will open the 'Create time entry' screen within the Outlook Add-in panel where you can follow the same instructions as in the global create option

 

FAQs

Why is my timer starting in negative values?

Actionstep's timer factors your system's local time in its calculations, so if your system is configured for a non-local timezone, you may experience issues whereby timers are starting with negative or other non-zero values.

NOTE
The following only applies to Windows users.

To ensure that you are using internet time for your local region, please follow these steps:

  1. Open the 'Date and Time' menu by clicking on the 'Start' button, clicking 'Control Panel', clicking 'Clock, Language, and Region', and then clicking on 'Date and Time'.

  2. Click on the 'Internet Time' tab, and then click 'Change settings'. Administrator permission required If you're prompted for an administrator password or confirmation, type the password or provide confirmation.

  3. Select the check box next to 'Synchronize' with an Internet time server, select a time server, and then click 'OK'.

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