Matter name populating on time sheet

January 30, 2017 no comments

Matter name populating on time sheet

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Tami

My attorney is asking: “When she is in a matter, then opens a time card, is it possible for the client name to automatically populate for the matter she is in?”

Esther Peralta answered
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    Esther Peralta

    Hi Tami,

    Our system automatically selects the matter when you’re entering a TimeCard from within the matter. Please make sure you are following these steps: From the Matters Tab, double-click on your matter > Go to Billing, Time/Expense > Click ‘Add Timecard.’

    For any additional assistance, please contact our Support Team

    Thank you!

    -Esther

    Esther Peralta answered
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