Enter, review and use time and expenses
Objective. Record time and expenses accurately, approve them through the expected workflow and reuse the validated data for billing, productivity analysis and profitability reporting.
What you will learn
- Enter time and expenses against the correct client, matter and activity code.
- Understand approval, billable status and the supporting-document workflow.
- Use detailed entries in billing and management reports without losing traceability.
Recommended workflow
- Select the date, employee, client, matter and task or expense code before entering values.
- Add a precise description and attach the required receipt for each expense.
- Review incomplete, inconsistent or exceptional entries before approving them.
- Reconcile approved entries with budgets, invoice preparation and activity reports.
Checks before continuing
- Duration, quantity, amount, tax and billable status are internally consistent.
- Receipts and descriptions are sufficient for review and reimbursement.
- Corrections are made before invoicing whenever possible and remain traceable.