Review AutoTime entries

Learn how to view and edit AutoTime entries captured by triConvey to ensure you're billing for the right work.

Table of Contents

• Getting Started
• View all entries for a particular day
• Editing an AutoTime entry
• Manually finalise pending entries
• Delete finalised entries
• Reviewing finalised entries in triConvey Companion Site Web App

Getting Started

Haven't set up AutoTime yet? Get started using our AutoTime setup guide.

View all entries for a particular day

1.    Select the Time & Disbursements tab from the triConvey Home Dashboard.

Tip:  You will be directed to the Time & Fees tab, which is essentially your timesheet.

2.    All time entries for today's date for the current user will be displayed.

3.    Either:

1. click on the date to select another date to view; or 
2. select a date from the timeline at the bottom of the screen.
   

4.    To change the user you are viewing, select the name of the current user located next to the date.

Tip:  You can also view AutoTime entries related to a specific matter by opening the matter and then selecting the Time & Disbursements tab.

Editing an AutoTime entry

1.    Select the Time & Disbursements tab from the triConvey Home Dashboard.

2.    Select the entry from the list.

3.    Make the necessary changes on the right panel. 

Tip:  You can also double-click on the entry to edit it in a new window.

4.    Select Save.

You can edit any AutoTime entry at any time, until it is included in an invoice. Once an entry has been included in an invoice, the invoice number will be displayed on the Billed? column.

Manually finalise pending entries

Any AutoTime entries created on today's date will be listed as pending. AutoTime entries are updated throughout the day and are finalised overnight, when they are pushed through to triConvey Billing.

You can manually finalise entries immediately to send them to triConvey Billing:

1.    Select the Time & Disbursements tab from the triConvey Home Dashboard.

2.    Select Review AutoTime.

3.    Select Auto create time entries now.

Tip:  If the entry is pending, you can also select to exclude it from the AutoTime run. This effectively deletes the entry as it won't go through finalisation.

Delete finalised entries

1.    Select the Time & Disbursements tab from the triConvey Home Dashboard.

2.    Right-click on the entry.

2.    Select Delete Fee.

Reviewing finalised entries in triConvey Companion Site Web App

Once entries have been finalised, they will appear within the triConvey Companion Site Web App. To view entries across all matters:

1.    Select Time & Fees from the left menu.

To view entries related to a specific matter:

1.    Open the Matter and select the Time & Fees tab.