Overview

This Guide covers how to record, edit and write off work items. 

TABLE OF CONTENTS

• Overview
  • Create Work Item
    • From Work Items tab in the Navigation Menu
    • From Work Item + in the matter screen
  • Edit work item
    • Editing a pending work item
    • Editing a finalised Work Item
  • Write Off a Work Item

Create Work Item

There are 2 ways to record the work items:
1. From work items tab in the Navigation Menu.

2. From Work Item + in the matter screen and New Work Item if the Work Item tab is selected.

From Work Items tab in the Navigation Menu

1. Click on Work Items tab in the Navigation Menu and then click on New Work Item

2. On the next screen, enter the matter number and adjust the date if needed. Select a task type from the drop-down menu, then choose either a timed fee or an itemised fee. Enter the number of units; the rate will auto-populate based on the fee earner’s rate.

The narration will default to the selected task type, but you can modify it manually or choose from the available work item narration templates.

If the task is non-billable, toggle off the Billable option. To save the task as pending, toggle off the Finalise option at the bottom of the screen. Then click Save or Save and Close to record the work item.

From Work Item + in the matter screen

1. Click on Matters and select All Matters or any favourite matter from the drop down menu.

2. On the Matter screen, you can either click on Work Item + or New Work Item to create a work item.

3. On the next screen, the matter number will populate automatically, as the work item is being created from within the matter. Adjust the date if necessary, then select a task type from the drop-down menu — this will automatically populate the rate based on the fee earner.

Choose between a timed fee or an itemised fee, and enter the number of units in the Units field. If you'd like to change the default narration, you can manually enter a new one.

To mark the item as non-billable, toggle the Billable switch. To save the item as a pending work item (which you can edit later), toggle off the Finalise option at the bottom of the screen. Finally, click Save or Save and Close to save the work item.

Edit work item

If a work item is saved as pending, it can be edited at any time. Alternatively, a finalised work item can be unfinalised to allow for further edits. 

Editing a pending work item

1. Click on the three dots to the right of the pending work item that you want to edit and click on View.

2. On the next screen, you can update the task type, work item type, units, and narration. You can also mark the item as billable or non-billable by toggling the switch. 

Once all changes are complete, use the toggle at the bottom of the screen to choose whether to save the item as pending or to finalise it. Then click Save and Save and Close to confirm your changes. 

Editing a finalised Work Item

1. Click on the three dots on the right of a finalised work item and select unfinalise.

2. Once unfinalised, select View.

3.  Make the changes required, then click on Save and Close.

Write Off a Work Item

1. To write off a work item, click on the three dots on the right of the work item and click on Write Off.

2.  In the next screen, type in a date and select Write Off.

3. The work item will be written off.

( Example of Writing off: Work item dated 26/08/2024 is written of on the 17/10/2024. If the Period Date in Firm Settings is set as 01/09/2024 and the user runs a matter balance report as at 30/09/24, the work item will be shown as written of, even though it was not written off until 17/10/24).