Manage Timekeepers

Add a Timekeeper

To add 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 Add.
4. On the Add Timekeeper screen, in the Name field, enter the timekeeper’s name.
5. From the Title field’s drop-down, click the timekeeper’s title. You can customize the Title drop-down list.
6. In the Email field, enter the timekeeper’s email address, if desired.
7. In the Initials field, enter the timekeeper’s initials. The initials auto-populate when you enter the timekeeper’s name on invoices beside the work they perform and the expenses they incur on behalf of clients.
8. Under the Billing Rate Settings section’s Rate field, enter the timekeeper’s default rate.
9. If you set up class-based reporting, click the appropriate class.
10.  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.

11. In the lower right corner, click Save.
    The system adds your timekeeper.

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.