Events/Tasks Quick Entry
Add Billable Events
View all Matter Events within Date Range
View Matter Unbilled and Billed Totals
Introduction
The Event quick entry form is used to enter one or more billable items associated with a Matter
Layout
The Event Quick Entry form is made up of three parts.
1. The Regarding Field. You must enter the Matter Ref that your entries will be associated with.
2. The task area. The Task area is where you specify the details of the billable item.
3. The Event List area. This is a list of all unbilled Event/Task for the selected Matter (area #1)
Select a Matter
To associate your Event/Task with a Matter start typing a Matter-Reference. As you type a list will appear with the most likely candidates. Select from the list when it appears.
When you make your selection you will notice that the Event List will display any open Event/Task associated with this Matter. (red box)
Event details
1. Select an Event/Task you wish to bill against from the drop down. If it is a new Event/Task is not listed then add it by clicking the [+] button to the right of the drop down.
The rate used will be the Matter rate. If the Event/Task has a Task Rate override that is what will be used. You can specify a Task Rate override by clicking the [Task Rate] button. If the button does not appear then a Task Rate has already been defined for this Event/Task.
2. Enter the duration of the Event/Task. You may enter using fractional time e.g. .25 or you may enter actual time e.g. :15. The difference is a dot (.) vs a colon (:) when specifying the duration. Immediately to the right the billable amount will be shown.
Optionally enter any notes regarding this billable Event.
3. Click the [save] button when satisfied.