For the greatest control when creating Time entries, firms are advised to use the Time Tab for adding time manually. While Time entries can be created on the Value Tab, the Time Details section is intended to be an avenue for accessing billable Time entries on the Value Tab, which can be used with Time (Value Tab) reports.
NOTE: You must have Add permissions to the Value Tab in order to add Value entries. You must have the proper permissions to the Report Library and Time (Value Tab) Reports to view these reports.
To add a Time entry to the Value Tab of a Case:
Open the Case Folder of the Case you wish to add time.
Select the Value Tab.
Click the Add button from the list view to create a new Value entry.
Use the Value Code field to select the Value Code that is associated with the "Time" Value Code Type. This will likely be the default "TIME" Value Code, however, your firm may choose a different code with the same "Time" type.
The Default Provider configured in Firm Preferences > Time & Billing will be automatically filled when the Value Code is set with a Time type.
The Amount field is disabled, only showing the Billable Time x Rate. When changes are made to the Time Spent, Increment, and Rate fields, the Amount field will auto-adjust.
When the "Time" type Value Code is set, a new Time Details section will display. Enter the following fields related to Time.
Staff – Displays the signed-in Staff Code.
Rate – Enter the rate for the time entry. NOTE: Rate does not automatically fill in.
Date/Time – Displays the current date and time for when Add was clicked.
Description – Displays the Description from the selected Task Code, as defined in the Tasks Mini Directory. The Description will also populate the Memo field of the Value item on Save if the Memo field is blank. Once the Value item is created, the Description and Memo fields will no longer be synced (in other words, changes made to the Description of the Time entry will NOT be reflected in the Memo field of the Value entry). Up to 5,000 characters can be entered.
Memo – The Memo field can now be modified after saving the Value entry. This allows for greater control of the information displayed on invoices before sending for billing purposes. The Memo field is used for settlement agreements, invoices, and billing-related documents.
NOTE: A Firm Preference setting is available to enforce the link between the Memo and Description field. If the fields are linked, the following tooltip will display for the Memo field, disabling this field.
When Memo is disabled, hover over the field to see the full text. For example:
Time Spent – Enter the time spent in hours, minutes, and seconds, if applicable. NOTE: A new Firm Preference is available to disconnect the link between Time Spent and Billable Time fields. When disabled, changes to this field on a saved item will no longer sync to Billable Time.
Increment – Select the required time increment. This field will automatically display the Default Time Increment configured in Firm Preferences > Time & Billing.
Billable Time – This field is grayed out by default. Billable Time will be automatically calculated using Time Spent and Increment. NOTE: A new Firm Preference is available to disconnect the link between Time Spent and Billable Time fields. When disabled, changes to this field on a saved item will no longer sync to Time Spent.
Task Code – Select the appropriate active Task Code, as defined in the Tasks Mini Directory.
Activity Code – Select the appropriate active Activity Code, as defined in the Activity Codes Mini Directory.
8. Click the Save button to save the time entry to the Value Tab.
Review Adding Value Items for more information on adding Value items.
Notes can be created and linked to the time entry on the Value Tab. Time entries and associated Value Notes will display in reports, such as Time By Staff By Task Detail - Value.
Value Note
When a Time entry is manually added to the Value Tab, a Value Note is automatically created with a Topic of "Time Entry". The Date and time when the Time type value code was selected will automatically display, as well as the signed-in Staff. Additional Value Notes can be created or deleted.
Changes can be made to all fields if necessary. The Topic dropdown should be set to "Time Entry" to ensure Time reports that run off of Value will display information accurately. Topics are created in the Note Topics Mini Directory. The Note text field will automatically display content from the Description field of the Time entry. This is a required field. The entered text will display in the Description field for Time on Value reports.
Click the Save button to save changes to the Value Note.