Entries - Time and Disbursement (How To)

How to Set Up and Use Auto-Text Replacement Codes
Disbursement Codes – Creation, Rate Assignment, Special Rates, Triggers, and Overpayment Handling
Automated File Opening (Admin) Fee – Disbursement Code Configuration, Rate Setup, and Matter Activation
Trigger a Second Disbursement on Post – Levy Surcharge Configuration, Options, and Use Cases
How to Locate Missing Time Entries Using Filter Options
How to Reverse a Posted Time Entry and Remove it from WIP
Timekeeper Timesheet Entry – Open, Enter, Validate, and Post Time – Quick Steps
Transferring Unposted Time Entries from Another Member's Timesheet
Blank Time Entry Code – Use Cases, User Preferences, and Timesheet Options
Tracking WIP Transfers and Entry Changes
Time and Disbursement Transfer - Understanding the Date-to-Date Option, Filter, and Execution
Time and Disbursement Transfers – Chargeability Settings, System Configuration, and Locked Entry Presentation
Time Entry Codes – Properties Management, Deactivation, Deletion, and Favourite List
How to Create and Use Time Code Favourites
How to Set Up and Manage Time Billing Rates, Rate Categories, and Special Rates – Quick Start
How to Create a New Rate Category with Member Rates
How to Set Up and Manage Special Time Code Rates
How to Modify Disbursement Code Rates and Revalue WIP
Spell Checker – Adding Custom Corrections to the Suggestion Box
User Defaults – Auto-Validate New Rows After Each Time Entry
Unbilled Entry Write-Offs - Permissions, Value Limits, Requests, and Reversals
Pre-Billed (Anticipated) Disbursements – GL Operations, Invoice Lifecycle, and Clearing Process