Enter a time or fixed fee entry

Learn how to enter time and fixed fee entries in triConvey to keep track of billable and fixed work. 

Table of Contents

• Getting Started
• triConvey Desktop App
  • Quickly enter and review manual entries
• triConvey Companion Site Web App
  • Quickly enter and review manual entries
• Frequently Asked Questions

Getting Started

Consider using AutoTime to automatically generate time entries based on activity in triConvey.

Tip:  You can also access the Time & Disbursements window from the Time & Disbursements tab in the triConvey Home Dashboard.  Any entries created here must be assigned to a matter before saving.

• Select Fixed to enter fixed fees.  When you select this, enter the fixed amount in the Rate field.
  

• Select Hrs to record time entries in hours, then enter the hourly rate amount in the Rate field.

Tip:  The calculated amount will show up in the Amount field, inclusive of GST.

• Select Units to record custom time, then record the Rate amount.

Tip:  1 unit is equal to 6 minutes.  Learn how to change unit increments to suit your firm's needs.

4.    Either:

• select the Billable toggle if this entry is billable; or 
• select the Write Off toggle to write off the amount.

Tip:  Set up activity codes so you can use the Activity drop-down menu to automatically fill in most of these fields and save time entering the same time or fixed fee entry.

Tip:  You can also access the Time/Fee Entry window by selecting Time Entry from the +Add new icon from the top-left corner. Any entries created here must be assigned to a matter before saving.

Tip:  This will open the New Time/Fee Entry dialogue box.

3.    Enter the date and indicate the type of entry in the Duration section.

• Select Fixed to enter fixed fees. When you select this, enter the fixed amount in the Rate field.
  
• Select Hrs to record time entries in hours, then enter the hourly rate amount in the Rate field. 

Tip:  The calculated amount will show up in the Amount field, inclusive of GST.

• Select Units to record custom time, then record the Rate amount.

Tip:  By default, 1 unit is equivalent to 6 minutes.  In the below example, 6 minutes is 10% of 1 hour (6 minutes out of 60 minutes).  This means the Amount is 10% of the Rate.  Learn how to change unit increments to suit your firm's needs.

4.    Either:

• select the Billable toggle if this entry is billable; or 
• select the Write Off toggle to write off the amount.

Tip:  Set up activity codes to automatically fill in most of these fields to save time later entering the same time or fixed fee entry.