QUESTION: It appears that there seems to be a problem with time entries… the partner is reporting them missing and I cannot find them… Can you please assist?
RESPONSE:
Time entries recorded through any of the time entry options, including timers, are automatically saved within 5 seconds—provided that at least one required element is included (e.g., time, description, or matter, in addition to the working member and date). Once an entry is saved in Acumin, it is stored permanently. If entries appear to be missing, it typically comes down to applying the correct filters to locate them.
Here are some tools and tips to help find time entries:
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My Activity Button (Timesheet View):
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Click the "My Activity" button at the bottom of the timesheet.
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Use the available filters to search by working member and/or entry date.
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This will show the status of entries, including unposted ones, and indicate which timesheet they belong to.
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To locate future-dated unposted entries, set the "From" date to today and the "To" date to 31/12/1899 (which represents no date).
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Hours Worked Dashboard – Month Tab Filters:
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At the bottom of the "Month" tab, use the filter options to find entries for a specific month.
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Filters include date type, entry status, description content, and more.
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This view also includes deleted entries.
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Drill-Through from Month Tab – Show Time Entries:
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From the "Month" tab in the dashboard, right-click to drill through and select "Show Month’s Entries."
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In the "Show Time Entries" filter form:
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Expand the date range to include other months.
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To search for future-dated unposted entries, set "From" to today and "To" to 31/12/9999.
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Be sure to select the appropriate time entry status “Unposted” filter in the Month tab.
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RELATED DOCUMENTS:
Filter Options to Locate Time Entries - Month Tab and My Activity