Overview
When adding a time or expense entry, you will be asked to specify an Activity for the entry. These activities list all the time and expense categories for your firm.
For example, your activities list may look something like this:
Client Call
Client Email
Client Meeting
Document Preparation
Postage
You can customize your activities list to be relevant to your firm.
Viewing & Editing Activities
Go to the Invoicing tab.
Select Time Entries button.
Click the Saved Activities tool icon.
See a list of all Saved Activities in your account.
Select the pencil icon to open the Update Activity window.
Select the trash can icon to remove the activity from the system. You will be asked to confirm the deletion.
Update the activity Name and Default description (which auto-populates when the activity is selected when creating a time entry or expense).
If a Flat Fee Activity, click the toggle.
Click Update Activity.
Adding Activities
Add a New Activity by selecting the New Activity button.
Add the Name and a Default description.
Select if it is a Flat Fee or leave de-selected if not a fixed amount.
Click Enter Activity to save.
Adding Billing Activities to Time & Expense Entries
From the Quick Actions tab, click Add time entry or Add expense.
You can also create a new billing activity for future use from the time entry or expense page.
Select the +Add New Activity button.
Add the New Activity Name.
The activity appears in the Activity drop-down, the next time you add an entry.
Notes:
When renaming an activity, all time/expense entries that used the activity are updated. For example, all time entries that used "Court Appearance" will be updated to "Readiness Hearing." However, when editing the default description, the revised text will populate moving forward (past entry descriptions will not be affected).
When you delete an activity, all existing time/expense entries with that activity will still have the associated activity. For example, if you delete an activity called "Client Phone Call," each time/expense entry that used the activity "Phone Call" will still have it assigned as the activity. This also includes the related description.
Learn more about Time Tracking.