Understanding Timekeeping Settings in the Practice Management / Legal Accounting Integration

Modified on Mon, 27 Oct at 11:50 AM

When recording, editing, or viewing time, Practice Management will follow the settings defined in Legal Accounting to determine whether you are allowed to perform that action. Similar settings available in Practice Management are ignored if you are using the integration.

The following settings in Legal Accounting affect timekeeping in Practice Management:

File Numbering and Use Separate Numbering Sequences for Clients, Vendors, and Other Contacts

Go to Firm > Settings > File.

Time/Fee Restriction Date

Go to Firm > Settings > Features.

Display Time as, Time Rounding, and Working Hours

Go to Firm > Settings > Features.

Time Entry Permissions

Go to Users > Security > Time Entry.

File Group

Go to Admin > Contact/Casefile > File Groups.

Bill Group

Go to Admin > Billing > Billing Groups.

Lawyer Rates, Activity Codes, Task Codes, and Tax Groups

Go to Admin > Rates/Codes > Rate Groups.

Fee Earners for Time Entry

Go to Admin > Users > Users.