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.
  1. Record the time worked and time you intend to bill in the Working and Billing fields.
     • By default, the Working and Billing fields are the same number.
     • You can adjust Working hours in the draft invoice later, if you cannot accurately measure time worked at the moment.
       
       
  2. Enter the hourly rate amount in the Rate field.
     
     
  3. The calculation of the Billing hours multiplied by the Rate amount will appear in the Total field, with the addition of GST if applicable.

• Select Units to record custom time.
  1. Record the time worked and time you intend to bill in the Working and Billing fields.
     • By default, the Working and Billing fields are the same number.
     • You can adjust Working hours in the draft invoice later, if you cannot accurately measure time worked at the moment.
       
       
  2. Enter the unit rate amount in the Rate field.
     • By default, 1 unit is equivalent to 6 minutes.  In the above 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.
  3. The calculation of the Billing hours multiplied by the Rate amount will appear in the Total field, with the addition of GST if applicable.

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.    Review/enter the Date, Staff and Matter.

Tip:  The Subject field is mandatory and will appear in the invoice.

• 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.
  1. Record the time worked and time you intend to bill in the Working and Billing fields.
     • By default, the Working and Billing fields are the same number.
     • You can adjust Working hours in the draft invoice later, if you cannot accurately measure time worked at the moment.
  2. Enter the hourly rate amount in the Rate field. 
  3. The calculation of the Billing hours multiplied by the Rate amount will appear in the Total field, with the addition of GST if applicable.
• Select Units to record custom time.
  1. Record the time worked and time you intend to bill in the Working and Billing fields.
     • By default, the Working and Billing fields are the same number.
     • You can adjust Working hours in the draft invoice later, if you cannot accurately measure time worked at the moment.
       
       
  2. Enter the unit rate amount in the Rate field.
     • By default, 1 unit is equivalent to 6 minutes.  In the above 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.
       
       
  3. The calculation of the Billing hours multiplied by the Rate amount will appear in the Total field, with the addition of GST if applicable.

7.    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.