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Time and Expense

Use time & expense entry

Use the Time & Expense Entry screen to track time and expenses incurred while providing services to clients. You can enter time and expenses 1 staff member at a time or for multiple staff members. Your firm can also require timesheets to be reviewed and approved before they're posted.
To open the Time & Expense Entry screen, select
Actions
 then
Time & Expense Entry
 (or use CTRL+T).

Entry

Use the
Entry
 tab to enter time and expenses for individual staff members in the data entry grid. There are separate subtabs for entering time and expenses. You can also start and stop timers on this tab.

Overview

Use the
Overview
 tab to enter or view time and expenses for individual or multiple staff members at a time. You can also enter both time and expenses in the same grid and across multiple sheet dates.

Integrated Entries

Use the
Integrated Entries
 tab to accept or reject transactions that were entered remotely.

Review

Use the
Review
 tab to review and approve entries before they're posted.
Using an approval process means that someone in the firm with the authority to review invoices, time and expenses, and A/R entries must approve these entries before they're posted. Unposted entries aren't included in firm totals. Approval process is a firm-wide preference that you specify in the Firm screen (select
Setup
,
Firm
, then the
Preferences
 tab).

Other information

The additional tabs on the Time & Expense Entry screen provide further information about time and expense entries.
  • The
    Entry Information
     tab displays entry information about the selected item.
  • The
    Time Recap
     tab gives a summary of the time entered per day broken down into billable, nonbillable, and administrative hours, along with totals.
  • The
    Links
     tab displays any links created for the selected item. Right-click the tab and select a command from the context menu to create a new link.
  • The
    Custom Fields
     tab displays information from time and expense entry custom fields.
  • The
    History
     tab, available to those who have sufficient security privileges, displays change history for the selected item.

This article applies to:

  • Product: Practice CS