Acumin Documentation
Acumin Documentation
Breadcrumbs

Timekeeper Timesheet Entry – Open, Enter, Validate, and Post Time – Quick Steps


Purpose

These are basic instructions to quickly learn how to enter time in the timesheet for a Timekeeper.

Instructions

  1. Open the Timesheet

  • From the taskbar, open the Activities section and select Timesheet.

image-20260317-141749.png

  • If this is not your name in the Member field, type the Timekeeper (Member) number directly, or use the ellipsis button (…) to search by name and select it.

image-20260317-142117.png

  1. Enter time in the timesheet

  • Use the Tab key to move from field to field.

  • In the Client and Matter fields:

    • Type the client and/or matter number directly, or

    • Use the ellipsis button (…) to search by name and select it.

    • If the client or matter is not yet created, you can type the name directly in the cell; it will be saved. You can return later to reselect them once they are available.

    • If the client or matter is not activated, you will not be able to post the line until they are activated.

  • Enter or select a Time Activity Code.

    • If the firm doesn’t use Time Activity Codes, you can leave this blank and use the Insert Codes button to insert them all at once before posting.

    • The selection of a non‑chargeable time code will make the entry non‑chargeable.

  • Enter the Time (for example, 0.30).

image-20260317-160205.png

  • Tab over the Rate and Value fields. These will be assigned automatically by the system once all entries are validated or posted.
    Note: You can set validation to occur after each line is completed in your user preferences instead of waiting at the end and press the validate or post button.

 

image-20260317-160900.png

  • Add a Description:

    • Start typing directly in the description cell (the description window will open automatically), or

    • Open the description window using the ellipsis button (…) and then start typing.

    • Select a Task Code if the matter is configured as an e‑billing file.

  1. Validate your entries

  • Use Text Edit to run spell check.

  • Click the Validate button to verify that all items have been correctly entered.

  • The system will display incorrect or incomplete data in yellow. In this case, you will need to correct or reselect the highlighted fields.

  1. Submit or post your time

  • Once all time entries are correct:

  • Verify if the name of your assistant is in the “Submit to” field and click Submit (green check mark) to send the list to your assistant, or

image-20260317-172548.png

  • Click Post to validate (if needed) and post entries into WIP.

After posting, the timesheet should be empty.