The Accounting > Time tab allows staff to create and save a new Time entry for any Case. Now that billable Time entries are linked with Value, once a billable Time entry is created, the corresponding Value entry will display on the Accounting > Value tab.
NOTE: Staff must have Add permissions for Case > Time Tab.
To add a new Time entry:
On the Accounting > Time tab, select the + Add Time button above the grid.
The Save Time Entry window will display with the current Date/Time and signed-in Staff Code populated.
Use the required Case field to search for a Case or choose from existing open cases.
Enter the remaining fields as needed. Task Code is now an optional field and will auto-populate the description from the selected Task Code into the Description field when blank. Up to 5,000 characters can be entered.
If the selected Task Code is billable or to make the entry billable, select the Billable checkbox to display additional fields. The default Rate, Bill To, and Value Code will populate accordingly.
Click Save. The page will refresh and display a success banner.
The selected Case will open, showing the detail view of the created Time entry.
Return to the Accounting > Time tab to see the added Time entry at the top of the list and on the Time Tab of the Case.
If billable, the item will also display on the Accounting > Values tab, as well as an entry in the Value Tab of the Case.
