Entering Time, Fees and Expenses

In this article:

• Creating Time Entry
• Creating a Flat Fee Entry
• Creating an Expense Entry

Legal Accounting can record time, fees and expense against a file and to be billed after.

Creating Time Entry

1. Go to Add Entry > Time/Fees tab.
2. (Optional) Click the stopwatch icon to start the timer if you want to track your actual time, click it again to pause/stop.
3. Fill in the details for the entry. 
   • Date: Defaults to current date but can be changed.
   • File: File the entry is for.
   • Fee Earner: Lawyer who did the work.
   • Task: Type of work, defaults to BW (billable work). for eBilling, use ABA codes (e.g. L110)
   • Working: Time spent for the work done.
   • Billable: Time that will be billed.
     NOTE:  Changing Working will auto-adjust Billable but not vice-versa.
   • Rate: Hourly rate for the entry (default based on fee earner, task, and file's Rate Group).
   • Amount: Total fee (hours x rate or manually entered).
   • Act Code: Shortcuts for common explanations (often for eBilling).
   • Explanation: Details about the work done. Appears on reports and invoices.
     NOTE:  If you are missing or want to add a column, click the hamburger icon to the right and select/deselect the columns you want. If the column is there, but greyed out, it's a security restriction - refer to your Admin.
4. Make sure that the entry is checked.
5. Click Save to post.

Creating a Flat Fee Entry

1. Go to Add Entry > Time/Fees tab.
2. Fill in the details for the entry. 
   • Date: Defaults to current date but can be changed.
   • File: File the entry is for.
   • Fee Earner: Lawyer who did the work.
   • Task: Type of work, defaults to BW (billable work). for eBilling, use ABA codes (e.g. L110)
   • Working: Set to 0.
   • Billable: Set to 0.
   • Rate: Set to 0.00 (Or set a flat fee amount under Rate Group for flat fee only files).
   • Amount: Flat fee amount.
   • Act Code: Shortcuts for common explanations (often for eBilling).
   • Explanation: Details about the work done. Appears on reports and invoices.
     NOTE:  If you are missing or want to add a column, click the hamburger icon to the right and select/deselect the columns you want. If the column is there, but greyed out, it's a security restriction - refer to your Admin. 
3. Make sure that the entry is checked.
4. Click Save to post.

Creating an Expense Entry

1. Go to Add Entry > Expenses tab.
2. Fill in the details for the entry. 
   • Date: Defaults to current date but can be changed.
   • File: File that the entry is for.
   • Act Code: Shortcuts for common explanations (often for eBilling).
   • Explanation: Details about the work done. Appears on reports and invoices. 
   • (Optional) Quantity/Rate: Quantity and rate of expenses for automatic calculation
   • Amount: Total amount of the expense entry. 
   • (Optional) Mark Up Client Expenses: Mark up amount or percent for the expense to be added to the billed amount of the entry
   • GL Acct: GL account where the expense will be posted (excluding the Mark Up amount, if any. Mark Up automatically goes to Mark Up Income GL).
     NOTE:  If you are missing or want to add a column, click the hamburger icon to the right and select/deselect the columns you want. Quantity/Rate and Mark Up Client Expenses must be enabled under Admin settings.
3. Make sure that the entry is checked.
4. Click Save to post.