Selected Time entries from the active Case can be updated at one time using the Edit feature in the meatball menu above the grid in the Time Tab. Only Time entries that have not yet been invoiced (not in a status of "Due", "Overdue", or "Paid") on the Value Tab can be edited.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit (Mass Update) feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
NOTE: You must have Modify permissions to Time Tab and Enabled permissions to Special Permissions > Update Multiple Cases to use the Edit feature on the Time Tab.
To update time entries for the current Case:
Open the desired Case Folder and select the Time Tab.
On the list view, use the checkboxes to select the desired Time entries.
Click the meatball menu and select the Edit option.
On the Update Time(s) window, use the Fields dropdown to select fields of the selected Time entries you wish to update. Choose from Staff, Date, Task, Note, Time Spent, Billable Time, and Activity Code.
Enter the new information in each field to be changed.
Click the Save button to proceed with the update.
A success message will display when the update is complete.
