Change billing unit increments for time and fee entries

When you select Units when creating a time or fixed fee entry, 1 unit may show as 1 minute, 6 minutes or 15 minutes.  You can switch between them according to your firm's needs by changing this in triConvey Settings.

Table of Contents

• Change units in triConvey Desktop App

• Change units in a single matter in triConvey Desktop App
• Change units in triConvey Companion Site Web App
• Change units in a single matter in the triConvey Companion Site Web App

Change units in triConvey Desktop App

1.    Select the gear icon on the top-right corner of the triConvey Home Dashboard.

2.    Select Time & Billing. 

3.    Under Billing Units select from 1 minute, 6 minutes, 15 minutes or Custom increments.

4.    Select Save.

Change units in a single matter in triConvey Desktop App

1.    Open a Matter and double-click Matter Info.

2.    Select the Billing tab.

3.    Use the Billing Units dropdown menu to select from 1 minute, 6 minutes, 15 minutes or Custom increments.

Change units in triConvey Companion Site Web App

1.    Select the gear icon from the bottom-left corner and then select Firm Settings.

2.    Select Time & Activities from the left panel.

3.    Under Billing Units choose from 1 minute, 6 minutes, 15 minutes or Custom increments.

4.    Select Save.

Change units in a single matter in the triConvey Companion Site Web App

1.    Open a Matter and select Edit Matter.

2.    Select Billing Fees and Rates from the Quick Links menu.

3.    Use the Billing Units Round To dropdown menu to select from 1 minute, 6 minutes, 15 minutes or Custom increments. 

4.    Select Save Matter.