The Time Tab can be used to capture the amount of time spent on a case either manually or automatically. Complete time entries are saved to the Time Tab. There may be times when a time entry needs to be created manually without the use of the timer (e.g., when a secretary enters time on a case for an attorney).

Review the Accessing the Automatic Timekeeper for more details on initiating the Automatic Timekeeper feature.

If using the Timer option from Firm Preferences, the Time Tab has already been enabled.

If the Time Tab is not visible in the list of Case tabs within a Case Folder, navigate to the Case Types Directory and select the Case Type of the desired case which should show the Time Tab. Select the Tab Setup Tab, scroll down to the Time Tab and select the Active check box for the Time tab. Save your changes.

NOTE: You must have the proper permissions to the Time Tab to view, add, modify, or delete time entries.

To access the Time Tab:

The Time Tab grid has been updated to allow for column adjustments from the kebab menu (three dots to the left of each column title). Columns can be resized, autofit, and sorted ascending or descending. All grid changes, including adding or removing columns will only persist for the user within the current case and session.

By default, Neos will show the following columns: Staff (displays Staff Code), Date/Time Start Time, Stop Time, Time Spent, Billable, Amount, Status, Task, Activity, and Description. Additional columns that can be added include: Bill To, Bill Date, Billable Time, Rate, and Increment.

Time entries can be manually added using the + Add button on the top right of the Time Tab.

When at least one or more time entries are selected in the list view, the Bulk Actions menu will display above the grid. The Bulk Actions menu allows you to edit multiple time entries using fields from the detail view. Any changes will affect field(s) of all selected time entries. You can also copy, move, or delete multiple time entries.

NOTE: If your firm has the "Require Time/Value Approval" Invoicing setting turned on in Firm Preferences, the Submit option will be enabled for all selected entries with a Draft status. The Status column will display in the list view. Staff that have the Time and Value Approval Special Permission will also see options for Approve and Deny.

Various actions can now be performed for a single time entry from the list view of the Time Tab. Click the kebab menu icon to

Edit, Copy To Another Case, Move To Another Case, or Delete the time entry.

Select the row of a time entry to display a preview pane of the entry with data from the detail view. Click the arrow button to open the detail view of the selected time entry. Click

to close the preview pane.

You may bypass the preview pane by double-clicking on the time entry in the list view.

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