The Accounting > Time tab displays all time entries across all cases. From this tab, a single time entry can be edited, without having to open each separate case.
NOTE: Staff must have Enabled permissions to the Accounting > Accounting Tab and Modify permissions to Case > Time Tab.
To edit a single Time entry:
On the Accounting > Time tab, select the three-dot menu for a single Time entry and click the Edit button.
On the saved Time entry window, modifications can be made to all fields except the Case field.
Click the Save button at the top of the window to keep your changes.
NOTE: With the Require Time and Value Approval Firm Preference turned on, Time entries can be submitted for approval in this window.
The Time window will close, refresh the Accounting > Time tab, and display a success banner.
