Entering Time & Disbursement Slips

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Entering Time & Disbursement Slips

 

 

To enter a time slip: 


1. From the Home or Slips Tab click the New button

2. Confirm the slip date is correct

3. If your initials are not in the ID field, click the magnifying glass beside the ID field and select your name

4. There are a number of ways to select the matter you wish to enter a slip on.

a. In the File Number field enter the File Number if you know it, or enter the first few characters of the File Number and hit the tab key to be presented with a short list. Select the Matter with your mouse or Return key.

b. Tab to the Client Name field (the longer field beside the File field). Enter the Client Name or the first few characters of the Client Name and hit the tab key to be presented with a short list. Select the Matter with your mouse or Return key.

c. Click the Magnifying Glass lookup beside the File field to be presented with a list of all your matters.

Once you select a matter the remaining Client Name and Matter Description fields are filled in automatically. Use the Tab key to navigate through the remaining fields to the Description field.

 

Tip! Using the "Code" field enables users to quickly enter details of the task into the "Description" field. As with the "Matter" fields, you can also click the magnifying glass to view the full list, type in a few characters to display a short list or simply type the code if known.

 

Tab to and fill in the "Hours" and "Rate" fields.


Once you have finished entering all information, click Save or New for another blank slip. The new slip will be saved.

 


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