Editing time entries is crucial for maintaining precise records and billing in project management systems at a later stage, when the need arises. The process of editing time entries within Lawcus is pretty simple and easy to follow.
Steps to Edit a Time Entry
Editing from within the Connected Matter
Navigate and click on
Matters
from the left-side menu.Click open the desired Matter for which you wish to edit the Time from within it.
Click on the
Time tab
to view all time entries associated with that matter.Click on the pencil-shaped
Edit Icon
to edit the Time entry.Make all the necessary changes on the time entry form and click on
Update
to save changes.
It is to be noted that you can only edit Uninvoiced time entries.
Editing from the Activities Window
Click on
Activities
from the left menu.Click on the
Time Entries
Tab.Hover
on theTime Entry
you wish to edit, and click on theEdit Icon
.Make all the required changes to the values of the entry.
Click on
Update
to wrap up the process.
Use the filter option to narrow down your result on the window.
Steps to Bulk-Edit Time Entries
Start by navigating to the
Activities
section located on the left side.Select the
Time Entries
tab.To select entries for bulk editing, you have two options:
Individual Entries: Click on the
Checkbox
located just before the date.All Entries: Use the checkbox at the top of the list to select all entries.
Once you've selected the desired time entries, click on
Edit Time Entries
button to proceed to the bulk editing interface.
In the
Bulk Editing Interface
, you can now modify the following fields for the selected time entries:Date: Adjust the date associated with the time entries.
Rate per Hour: Modify the hourly rate for the selected entries.
Matter: Change the matter (case or project) associated with the time entries.
Attorney: Update the attorney assigned to the entries.
Billing Type: Update the billing type to either billable/non-billable or preserve the current billing type.
Before you proceed with the bulk edit, ensure you
Acknowledge
the irreversible nature of this action by selecting theCheckbox
that indicates your understanding.After making the necessary modifications, click the
Update
button to apply the changes to all the selected time entries. The edited values will be reflected across all the entries you chose.
Important Notes:
Remember that bulk editing is irreversible, and there is no option to undo the changes once applied. It's advisable to exercise caution and consider downloading a report before performing any bulk editing actions to safeguard your data.
Please note that time entries already invoiced cannot be edited in bulk. Ensure you review entries before invoicing to avoid the need for subsequent edits.
The bulk editing feature exclusively applies to time entries and is not available for other types of activities within Lawcus.
This streamlined process simplifies the task of modifying time entries, allowing for accurate and efficient time keeping within your platform.