Time entries can be added to any Case in Neos from the Create menu. If your Staff Profile > Time & Billing tab has Time Tracking enabled, the "Time Entry" option will be available from anywhere in Neos.
Unlike timers, which can only be triggered when a Case is currently open/active, a new time entry can be added for any Case, regardless of whether it is currently open/active.
NOTE: You must have Enable Time Tracking set to 'on' within your Staff Profile > Time & Billing tab. The Time Tab must be enabled in the associated Case Type.
To create a new time entry:
Click the Create menu in the top header of Neos and select Time Entry.
A New Time Entry window will display.
If you have one or more Case tabs open but not as your active tab, the earliest open Case tab will display in the Case field, showing [Case Name] [(Case Number)].
NOTE: The associate Case Type must be set to Track Time in order for the open case to display in the Currently Opened section of the Case field. If the case is not listed, it can still be searched to create a time entry.
If your active tab is a Case, that Case Name (Case Number) will be listed by default.
If there are no Cases currently open, the required Case field will be blank.
Click the Case dropdown to change the time entry to another currently opened case or search for any case in Neos.
The Select a Case window will display with your Recently Used Cases/Intakes. Use the desired search criteria to locate a different case. Click Select to replace the Case field with the Case Name (Case Number) of the selected case.
3. Complete the remaining fields on the New Time Entry window. Refer to Save Automatic Time Entry for a description of these fields.
4. Click Save to keep your new time entry. If the selected case is not currently open, it will be opened with the saved Time Tab entry as the active view.
