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Bulk Submit Time Entries

Time entries with a Draft status across multiple cases can be submitted in bulk from the Accounting > Time Tab. Time entries can still be modified once submitted.

NOTE: Your firm must have the "Require Time/Value Approval" check box selected in Firm Preferences > Time and Billing. You must have at least Enabled permissions to Accounting > Accounting Tab and Modify permissions to Case > Time Tab or Case > Value Tab to access the Submit button.

To submit multiple Time entries at once:

  1. Navigate to the Accounting Tab > Time view.

  2. Use the checkboxes to select the Time entries you wish to submit.

  3. Click the Submit button.

  4. Confirm your intention by clicking the Submit button.

  5. The Accounting > Time tab will refresh, display a success banner, and change the status of the selected Time entries to "Submitted".

These entries are now ready to be approved or denied. Only staff with the Time and Value Approval Special Permission may perform this function.

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