Time entries
Activities menu > Time entries tab
Only the time entries of the logged-in user are available on the mobile application.
Time entry can be done for everyone according to the employee's authorized access*.
Mobile time entry only allows for fee code entry. Disbursements cannot be entered via the mobile application in its current version.
The time entry on cell phones is only done in hours.
*If an employee enters time for an employee for whom he/she does not have the right to enter time, the error message indicates: the access rights to the database are not valid.
Creation
Two options are available to the user to record his time:
From the list of activities, enter time on an activity in the list
Useful when an appointment is completed. It is a quick entry because only the name and time is to be entered. The matter, activity code and rate are automatically applied.
From the menu, Add, create a brand new time entry. The steps of this second method are detailed below:
Step 1
Add menu > Time entries
Step 2
Fill in the fields
Matter
Activity code
Employee
Rate (automatically applied - can be changed)
Time (in hours / example : 30 minutes = 0.5 hour)
Notes (optional)
Important
The white box that allows you to enter a matter number, an employee, a code or a rate keeps the last selections in memory. The first time you use it, the box will be blank and you will have to do a search. Subsequent times, the last used data will already be displayed to speed up the process.
Step 3
Save with the floppy disk icon in the upper right corner of the screen
A green check mark confirms the registration (left image)
In case of an error, a yellow message is displayed at the top explaining the causes (right image)
