Adding a Time Transaction from a Clock

The New Clock window helps you create a new time transaction.

Note: In user preferences, you can select to stop this window from displaying. See Setting Your Time Capture Options for more information.

To create a time transaction, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Clocks under Time Capture.
2. Click to start a new clock.
3. Double-click the new clock to display the New Clock window if you do not have Prompt when starting a new clock selected in your Practice > Time Capture user options.
4. Enter information for the clock. Explain the components of the window.

Component	Description
Started	Displays the date and time the clock was started.
Status	Displays whether the clock is running or paused.
Elapsed time	Displays the elapsed time of the current clock activity.
Client	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. Note: You can select inactive, on hold, on litigation hold, prospect, provisional, or terminated clients only if you selected Ignore or Warning in Dashboard > Application Links > Firm > Settings and defaults > Practice > Time Capture Error Conditions. See Managing Error Conditions for Time Capture for more information.
Project*	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. Click to select to Exclude completed projects. Notes: If you are entering multiple transactions, this field will be prepopulated for a different client only if the new client also has a project with the same name. This field only displays if you have Workstream licensed and your firm has not hidden it.
Workstep*	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. This option is only available if Workstream Premier is licensed. The list includes all worksteps for the selected project. Note: If you are entering multiple transactions, this field will be prepopulated for a different client only if the new client also has a workstep with the same name.
Service code	Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups.
Work location	Select the location you were working in while completing this transaction. The list includes all locations set up as firm preferences in Lists. Work location is used for tax calculations in some municipalities. Note: Firm settings determine whether this option displays.
Custom field	If your firm has defined a custom field for Time Entry, see your administrator for additional information on its requirements.
Invoice description	Enter the description to appear on invoices for the resulting WIP transaction Note: If your user option is set to use the Enter key as the Tab key, press the Enter key or Alt + V to save the text in the field, collapse the control, and move to the next field. If your user option is not set to use the Enter key as the Tab key, the focus remains on the Invoice description field.
Internal note	Enter a note associated with the transaction. The note is for internal use only and does not appear on invoices or other external documents. Start and stop times and elapsed time are added to the end of the internal notes. Note: If your user option is set to use the Enter key as the Tab key, press the Enter key or Alt + V to save the text in the field, collapse the control, and move to the next field. If your user option is not set to use the Enter key as the Tab key, the focus remains on the Internal note field.
Do not show this screen when starting clocks	Select this box to suppress display of this screen when starting a new clock. You can also modify this option in your Practice > Time Capture user options

* Requires a Workstream license

5. Click OK.
6. Once you are through tracking time on the clock, select the clock in the view and click . The Enter Transaction window displays.
7. Review any transaction information you have previously entered in step 4, and update if necessary.
8. Complete the additional Workstream fields, if you have Workstream licensed. Explain the options.

   Component	Description
   Project status	Select a status for the project, if necessary. You can only update project status if you have permission to edit projects. If you are moving the project to completed and there are open forms or worksteps, you will be prompted to close the open items.
   Mark workstep complete	Select this box to mark the associated workstep complete after the transaction is entered. You can only mark the workstep complete if you have permission to edit worksteps. If you select this box, you will be prompted to enter the completion date. Note: To edit this option, you must have either permission to edit the workstep, or you must have permission to manage your own worksteps and be assigned to the workstep selected in the Workstep field above.
   Estimate to complete	Enter your estimated remaining hours, or leave this field blank and the values entered in Workstream from the scheduling summary information will display. Note: To edit this option, you must have either permission to edit the workstep, or you must have permission to manage your own worksteps and be assigned to the workstep selected in the Workstep field above.
   As of date	Enter the date your estimated remaining hours applies to, or leave this field blank and the values entered in Workstream from the scheduling summary information will display.

9. Click one of the Save buttons or Cancel.

   Button	Description
   Save & Post	Saves the changes posts the transaction. A confirmation displays.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.