Using grouped AutoTime entries

If your firm needs to group time and fee entries, read on to learn how to enable this feature and implement recommended best practices.

Table of Contents

• Enable grouped time entries

• Viewing and editing grouped time entries
• View and edit grouped time entries in the triConvey Companion Site web app
• Manually adding activity to a grouped time entry

Enable grouped time entries

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

2.    Select Staff & Users.

3.    Double-click on a user's name.

4.    Select the Billing tab.

5.    Tick Enable automatic creation of time entries.

6.    Tick Group activities as one time entry.

Viewing and editing grouped time entries

Grouped time entries will appear as a single entry under the Time & Disbursements tab.  When you double-click on the entry to open it, the individual activities are itemised in the Description section.

You can make several changes to the grouped entry using the Time/Fee entry window:

• Change the Subject field - by default, triConvey will describe a grouped time entry on an invoice as Services Provided on [date]. You can choose to display or hide the individual time and fee activities under the grouped entry by selecting Show description for entries under Invoice Settings in triConvey Billing.

Tip:  If you choose to hide the individual time and fee entries, then you can edit the subject of the single grouped entry in the triConvey Desktop App to be more descriptive.

• Edit the Description of each individual activity.
• Edit the Hours for each individual activity and choose to mark them as Billable or non-Billable.
• Use the add item... link to add another activity.
• Select the bin icon to delete the individual activity.
  

• You cannot use Activity codes with a grouped time/fee entry.

View and edit grouped time entries in the triConvey Companion Site web app

It is also possible to revise grouped time entries in the triConvey Companion Site web app.

1.    Select Time & Fees from a Matter.

2.    Select the grouped time entry to open Time/Fee Details.

This window includes the same functionality as the Time/Fee Entry window in the triConvey Desktop App described above.

Manually adding activity to a grouped time entry

You can also add activity to a grouped time entry by selecting the Activity tab in a Matter.

Tip:  It is best practice to manually add an activity on the same date the other grouped activities are recorded. This specific feature is only available on the triConvey Desktop App.