Overview

ℹ️ Feature Availability: Functionality described in this article is being released in stages. Some features are generally available, while others are currently unavailable (marked with *) and will become available in a future release. If you cannot see a feature described below, it may not yet have been released to your organisation.

Time entries are used to record work performed against Matters for billing, reporting and productivity tracking.

Time entries can be:

• Timed or Itemised
• Billable or Non-Billable
• Pending or Finalised
• Written Off (where permitted)

Time entries can be created from either the Time menu or directly from a Matter.

Time Entry Workflow

A time entry moves through the following lifecycle.

Only users with the Time Entries - Unrestricted permission can write off time entries.

Time entries can be created from two locations.

Option 1 — Time Menu
Navigation to

Time → New Time Entry

Default Narration

Where configured, selecting an Activity can automatically populate the Narration field.

This helps firms:

• Reduce manual typing
• Keep time entry descriptions consistent
• Ensure narration matches the selected activity type
• Improve billing and reporting clarity

The narration can still be edited manually before the time entry is saved.

If the narration does not populate automatically, it may not have been configured for the selected Activity. Users can still enter narration manually or use Time Narration Text Templates where available.

Narration

The Narration field records the description of the work performed.

Narration can be:

• Populated automatically from the selected Activity, where configured

• Entered manually

• Selected from Time Narration Text Templates

Use consistent narration wording to support clear billing, reporting and audit records.

Workflow Options

Select the appropriate Save option.

Option 2 – From a Matter

Navigate to

Matters → Open Matter 

Click either:

• Time Item +
• New Time Entry

Complete the time entry

Workflow Options

Select the appropriate Save option.

*Saving a Time Entry

Select Save to save the time entry and close the form immediately.

To use another save option, select the arrow beside Save and choose:

• Save and Close – Saves the time entry and closes the form.
• Save and New – Saves the current time entry and opens a new time entry form.
• Save and Start Timer – Saves the entry as Pending and starts the timer. This option is available for Timed entries when Finalise is switched off.

The Finalise setting determines whether the time entry is saved as Pending or Finalised.

*Selecting Multiple Time Entries

When viewing time entries from a Matter, use the checkboxes to select one or more entries.

The selection bar displays:

• The number of time entries selected
• The combined total value, excluding tax
• The actions available for the selected entries

Select Actions to perform an available bulk action, such as moving or writing off the entries. The available actions depend on the status of the selected entries and your permissions.

Select Cancel to clear the selection.

Editing a Time Entry

Pending Time Entries

Pending entries remain fully editable.

Open the entry

Click:

ellipsis menu (far right of time entry) (...) → View

The following fields can be updated:

• Activity
• Time Entry Type
• Units
• Narration
• Billing Status

Choose either:

• Save as Pending
• Finalise

Then:

• Select the appropriate Save option.

Finalised Time Entries

Finalised entries cannot be edited directly.

Step 1

Click:

ellipsis menu (far right of time entry) (...) → Unfinalise

Step 2

Open the entry using:

View

Make the required changes.

Step 3

Then:

Select the appropriate Save option.

Finalised entries must be unfinalised before they can be edited.

Write Off Time Entry

Time entries can be written off when they should no longer be billed. 

Permission Required

Writing off time entries is only available to users with the Time Entries – Unrestricted permission.

Step 1

Click:

ellipsis menu (far right of time entry) (...) → Write Off

Step 2

Enter the required information.

Step 3

Click:

Write Off

The time entry is marked as written off and reflected in reporting.

Reporting Behaviour

The time entry is marked as Written Off and is reflected in reporting. 

Example:

Entry will still appear as written off in reporting.

Key Behaviour Summary

Best Practices

• Confirm the correct Matter before saving the time entry.
• Select the correct Activity to ensure the appropriate billing rate is applied.
• Save entries as Pending if further changes are required.
• Only Finalise entries once they are complete and accurate.
• Avoid repeatedly unfinalising entries unless necessary.
• Use clear, descriptive narrations for billing and audit purposes.
• Use narration templates where available to improve consistency.
• Mark internal or administrative work as Non-Billable where appropriate.
• Only write off time entries once the appropriate approval has been obtained.
• Remember that written-off entries remain visible in reporting.
• Ensure write-off dates align with internal accounting periods where required.