Manage Timekeepers

A timekeeper is the person who is assigned to a particular time or expense entry. When adding a User, the system will also add this individual as a timekeeper. 

Edit a Timekeeper

You can access the Edit User – Timekeeper window from Setup or Account:

From Setup

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Timekeeper.
3. From the toolbar atop the Timekeeper screen, click Edit.
4. On the Edit Timekeeper screen, from the Title field’s drop-down, click the timekeeper’s title. You can customize the Title drop-down list.
5. Under the Billing Rate Settings section’s Rate field, you can edit the timekeeper’s default rate.
6. If you set up class-based reporting, click the appropriate class.
7.  Under the Advanced Settings section’s Rate Settings tab, enter the timekeeper’s rates.
   Note

   You can set up to eight different rate levels per timekeeper. You choose the rate level when you enter a timecard.

8. In the lower right corner, click Save.   

From Account

1. From the left navigation panel, click Account.
2. From the tabs atop the Account screen, click User.
3. Either double-click a user or single-click and from the toolbar, click Edit.
4. On the Edit User window, click the yellow View User icon beside Default Rate to open Edit User – Timekeeper window.
5. On the Edit Timekeeper screen, from the Title field’s drop-down, click the timekeeper’s title. You can customize the Title drop-down list.
6. Under the Billing Rate Settings section’s Rate field, you can edit the timekeeper’s default rate.
7. If you set up class-based reporting, click the appropriate class.
8.  Under the Advanced Settings section’s Rate Settings tab, enter the timekeeper’s rates.
   Note

   You can set up to eight different rate levels per timekeeper. You choose the rate level when you enter a timecard.

9. In the lower right corner, click Save.                                                                                                                                              

Add Descriptions to Rate Levels 

You can customize your rate level descriptions.  Users view the rate level descriptions when they create a matter or add a timecard.

To customize your rate level descriptions:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click List Items.
3. From the tabs atop the List Items screen, click Rate Level.
4. On the Rate Level screen, single-click the level you want to change.
5. From the toolbar, click Edit.
6. On the Edit Rate Level screen, in the Description field, enter your preferred description, such as Attorney Fee, Court Fee, or Friends & Family. 
7. Click Save.
   The system saves the rate level description. The description displays when you setup your rate within the timekeeper or select the rate level when you add or edit a matter.

Set a Default Timekeeper

To set a default timekeeper for your account:

1. From the left navigation panel, click Setup.
2. Atop the Setup left navigation, click Firm Settings.
3. From the tabs atop the Firm Settings screen, click Firm Preferences.
4. On the Firm Preferences screen, from the Default Timekeeper field’s drop-down, click the timekeeper you want to set as your firm’s default.
5. In the upper right corner, click Save.
   The Default Settings message box reads: Update Successful.
6. Click OK.

Deactivate a Timekeeper

To deactivate a timekeeper:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Timekeeper.
3. From the toolbar atop the Timekeeper screen, click Edit.
4. On the Edit Timekeeper screen, beneath the Advanced Settings section, uncheck the Active checkbox.
5. Click Save.
   The system moves the timekeeper to the Timekeeper tab’s inactive list.

Reactivate a Timekeeper

To reactivate a timekeeper:

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Timekeeper.
3. From the toolbar atop the Timekeeper screen, click Edit.
4. On the Edit Timekeeper screen, beneath the Advanced Settings section, check the Active checkbox.
5. Click Save.
   The system moves the timekeeper to the Timekeeper tab’s active list.