Version 20.22.28

A link pasted into the Location field of an activity is clickable in the View Pane.

To enter a disbursement or time as a fee, you must create an activity. The activity code used will determine whether it is a disbursement or a fee. Ultimately, it is this activity that will be billed.

Step 1: Click on the "Activities" tab.

Step 2: Click on the "Add" icon in the upper right corner and select "Add an activity".

Step 3: Select the folder for which you want to create the activity by double-clicking on it.

Step 4: Fill in the information about your activity (date, time, status, activity code, description, recipient(s), time, etc.).

*Tip: To search for an activity code, click on the magnifying glass.

Step 5: If this is a fee activity, you can also enter a time entry.

Step 6: Save your changes using the green check mark.

Note that an activity can also be created via the timesheet:

Entering time through the timesheet

Activity vs. Time Entry

Now available - Version 20.21.40

Stopwatch directly by the activity