The bulk editing feature in Lawcus allows you to make changes to multiple time entries simultaneously, streamlining the editing process and saving you time. This article will guide you through the steps to effectively perform bulk edits on your time entries.
Steps to Bulk-Edit Time Entries:
Start by navigating to the "Activities" section located in the left side menu of your Lawcus account.
You'll see a list of your time entries in the Activities section. To select entries for bulk editing, you have two options:
To select individual entries, click on the checkbox located just before the date column for each entry you want to edit.
To select all entries on the current page, use the checkbox at the top of the list to select all visible entries.
Once you've selected the desired time entries, an "Edit Time Entries" button will appear. Click on this 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 the checkbox 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.
By following these steps and adhering to the important guidelines, you can efficiently make bulk edits to your time entries using Lawcus. This feature enhances your workflow by minimizing manual editing and maximizing productivity.