Step 1:
- Open 'Time Recording Maintenance' in the 'Cases' tab
- Or alternatively when in the Matter on 'Case Enquiry' select 'Direct Links' > 'Time Recording Maintenance'
- This method will automatically populate the Matter Details in the Time Recording Maintenance filters.
Step 2:
- Use the 'Filter' in the ribbon at the top to search for the time entry to amend or delete
- The dates can be selected in the drop downs, the 'Fee Earners' can be chosen from the drop down list, and the 'Matter' can be looked up by typing in the 'Matter' box.
- Click on 'Lookup' to open a matter lookup screen to help search for the matter if needed
Step 3:
- Left click 'Load Entries' to display all the time recordings that you have filtered
- Any of the areas of the time recording can be edited
- Before editing, if 'Enable Auto Calculation' is selected, as the details change, the 'Value' will change with respect to those details
- Once editing has finished left, click 'Save' (the 'Save' button will only be available if you have edited the time recording)
- Alternatively, if more than one time recording has been edited left, click 'Save All' on the ribbon
- To delete an entry left, click 'Delete'