Duplicate/Clone Time Item
Overview
Time items can be duplicated/cloned from one entry to create a new time item entry. The ability to clone a time item entry provides the user with an efficient option of copying details from an existing time item entry instead of having to re-type and re-select details such as matter number, narration and rate.
There are 2 ways of duplicating a time item:
1. Duplicate/clone a time item entry from the work item screens
2. Duplicate/clone a time item entry from 'Today's Time Items', being your own entered time for the day so far (whether it be pending or finalised).
TABLE OF CONTENTS
How to duplicate/clone a time item from the time items screen
1. In the Navigation Menu, select Time Items.
Follow the same steps where the Time Items screen is being accessed from a Matter > Time Items
2. Locate the time item you would like to clone, then select the ellipsis located to the right of the time item entry.
3. Select Clone.
4. A New Time Item screen will open containing the same details of the cloned time item (Matter, Employee, Task Type, Time Item Type, Rate, Narration, and Billable field), with the exception of the the 'Entry Date' and 'Units' fields.
The entry date and time will automatically update to the current date and time and the units field will populate as'1' by default. Ensure updates are made to these two fields where necessary.
For staff members cloning a time item entry which needs to be for another employee, ensure you update the 'Employee' field set to the relevant employee (i.e. Fee Earner).5. Once you have updated the Units field, the system will automatically update the End date/time and Duration in accordance with the number of units. Similarly, if you update the End Date/time, the system will automatically calculate the Units and Duration.
For the End Date to be visible, the option 'Allow editing end times on time items' must be selected in the Billing Defaults screen in Firm Settings.
6. Save the time item entry when you have updated the necessary fields. By selecting Save & New, the Date and Employee will copy to the new time Item entry.
How to duplicate/clone a time item from 'Today's Time Items'
1. Navigate to your current day's time item entries, by selecting the timer icon located at the top right of your screen.
2. From Today's Time Items select the time item you would like to clone by selecting the ellipsis button to the right of the relevant work item entry, then select 'Clone'.
The cloned time item will appear under 'Todays Time Items' as Active.
3. Save and finalise the cloned entry once the necessary fields have been updated.
For users who actively use the time item 'timer', the timer will automatically start running once you have chosen to clone a time item entry.