This article outlines how to record time spent working on a case. There are a couple of ways to add a Time-related charge to a case.
| Option | Description |
| Using the Timer | Click 'Post' to save time recorded using the Timer. |
| Manually Add a One-Off Charge | Click 'Add Charge' in the Charges tab of a case. |
| Record Time in the Timesheet | Click 'Add Time' in the Timesheet screen. Note: This option is only available if the Timesheet is enabled within your system. |
Once the you have chosen a way to record the time, enter the details of the time being logged:
- Fill in the Time fields
> Hours
> Minutes
> Hourly Rate
Note: If the charge is added via the Timer, the Hours and Minutes will be pre-populated from the Timer.
The Hourly Rate can also be prepopulated if rates have been configured per user or per client under System > Charge Rates. Please see 'Charge Rates' for more information. - The charge amount will be automatically calculated from the Time and the Hourly Rate if the ‘Auto-calculate Time’ option is ticked
- The charge Category should be set to ‘Time’
- Choose if the sub-category is ‘Billable’ or ‘No Charge’
Note: Some systems may additionally have custom sub-category options - Fill in any other details (See ‘Charge Information Fields’)
- Click ‘Save’ to add the charge to the case OR Click ‘Cancel’ to go back
- You will be taken to the Charges tab of the case
New charges will not be marked as ‘Billed’ until they have been invoiced. Please see the section on ‘Billing & Invoicing’ for more information on how to do this.