In this article, you will learn how to create a new time entry, and view a summary of time entries for all users. Time Entries can be created via the following methods:
- The Global Create Button
In this article you will learn how to create entries via methods 1 and 3. For more information on creating entries via Timers, please see this article and to find out how to create them via tasks, please see this article.
Creating a Time Entry
To create a new time entry using the 'Global Create Button,' click on and select 'Time Entry' from the resulting drop-down menu.
Doing so will open up the 'Create time entry' window in the form of a pop-up, as per the screenshot below.
You can retrospectively create time entries for past events, so it is possible to enter a previous date into the 'Date' field.
As with tasks, it is possible to create standalone time entries that are not associated to any specific matters. These time entries will always be non-billable.
You can also use Quick-Codes with time entries as well.
If you uncheck the 'Billable' box, the time entry will be non-billable when saved.
If the time entry is billable, you can specify how many hours you would like to bill. This does not have to match with the 'Hrs worked.'
Rate vs. Rate Value
'Rate' is associated to ratesheets 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'.
Lastly, you'll want to specify whether or not this particular time entry will be visible on the final bill, by selecting 'Bill' or 'Hide' under 'Bill behavior'.
When you're happy with your settings, click 'Save' to create your new time entry. You can check the 'Create another' box to move onto creating another time entry immediately afterwards.
To create a time entry via 'Suggestions', hover over 'Timesheet' on the 'Global Navigation Bar' and click 'Today'. On this page you'll find a list of time entries and disbursments created for the current date. Near the top-right corner of the screen, you'll see a button that looks like this: Clicking on the button will open up the 'Suggestions' menu, which is essentially a collection of things you have done within Actionstep during any session within the current day. To create time entries for these activities, simply click on the button.
To view a list of time entries for all system users, navigate to the following menu:
Timesheet -> Summary
This page is a standard list view, so you can apply filters on any of the columns to find any specific entries.