Browse articles

Review time and expense entries by choosing Time & Billing > Time & Expenses and clicking the Review tab.

On the Review tab, you can perform the following actions.

• View entries for a specified date range: today, week, two weeks, month, or a custom date range; or all entries
• View or hide entries that have already been billed via the Billed button
• Delete selected entries
• Export selected entries to Microsoft Excel
• Drag column headings to the grouping area to group data (for example, drag the Client column heading to group data by client)
• If your firm uses the approval and posting process for time and expense entries, staff with appropriate permissions can mark the box next to an item and click Approve / Post in the menu bar to open a list of options. Use the Approved and Posted buttons to view or hide entries.

Enter time

Enter expenses