Time entry (form) – Primacy customer support

Updated in version: 2016.4.1.0

You can locate the time entry form in any of these ways:

The Add time entry button that is always available on the toolbar.
Client properties > Fees > Work in progress > Actions > Add time entry.
Time and billing > Process timesheets > Add time entry.
Time and billing > Billing items > Actions > Add time entry.

info (2).jpg This form allows you to record time-based activities. These activities may be for a specific client or be a non-billable activity not pertaining to a specific client.

Tasks that use this form

How to add a time entry

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button	Description
New	Creates a new time entry record.
Delete	Deletes the current record being viewed.
Submit	Submits current time entry.
Submit and new	Submits current time entry and resets the form to prepare a new time entry.
Submit and close	Saves current time entry and closes the form.
Close	Closes the list or form being viewed.
Accept	Accepts the submitted time entry. Users may approve time entries only if they are assigned to a security role which grants this permission, see Employee role (form).
Reject	Rejects the submitted time entry. Users may reject time entries only if they are assigned to a security role which grants this permission, see Employee role (form).
Save progress	Saves the information provided without submitting the form.

Fields

Field	Description
From date	The effective date of the time entry.
To date	Entering a date in this field will allow you to specify a range of dates for the time entry. When provided, you will be able to see entries across a span of dates on the My timesheet calendar. This field is only available in Primacy Workplace* versions 2016.4.1.0 and above.*
Quantity (Hours / Units)	The number of hours / units that the client will be billed for this activity. The system can be configured to show Hours or Units here. Please contact Primacy Support for more information on how to do this.
Employee	The name of the employee that submitted the time entry. By default, the current user will be selected.
Rate	The rate assigned to the activity / fee.
Client/ Prospect	The name of the client this time entry is for. If you are currently working with a client, that will be offered as a default.
Total	The total cost calculated. This is a calculated field based on the Quantity multiplied by the Rate.
Matter	Select the matter that the charge applies to. Only matters belonging to the client are presented. A default value can be specified for each employee - refer to employee properties. This field is only available if the value of the system property Use matters is Yes.
Activity	The type of activity (fee) taking place for the time entry. A default value can be specified for each employee. For more information, refer to employee properties.
Business unit	Type the name of the default business unit, or select it from the pick list. To add a business unit to the list, see How to add a business unit. See how to change the default business unit for more information.
Currency	The currency to be used for billing this time entry.
Billable?	Whether or not the time entry is considered billable to the client, or just a record of time spent.
Amount to bill	The actual amount to charge the client for this charge. This field is not available when a new charge is entered but only when the billing administrator reviews the charges prior to invoicing the client.
Adjustment	The difference between the Total amount and the Amount to bill. This field is not available when a new charge is entered but only populated if the billing administrator reviews and makes and increase/decrease prior to invoicing the client.
Invoice description	When an activity is selected, the default description is supplied. If permitted, you may edit this to be more specific. It is this text that will eventually print on the client invoice.
Invoice narrative	A summary of the invoice to appear on the client invoices. If permitted, you may edit this to be more specific It is this text that will eventually print on the client invoice.
Internal comments	Type any additional comments required for this time entry. These comments will not print on the client invoices.