Review time and expense entries

Review time and expense entries by choosing Time & Billing > Time & Expenses and clicking the Review tab.

On the Review tab, you can perform the following actions.

  • View entries for a specified date range: today, week, two weeks, month, or a custom date range; or all entries
  • View or hide entries that have already been billed via the Billed button
  • Delete selected entries
  • Export selected entries to Microsoft Excel
  • Drag column headings to the grouping area to group data (for example, drag the Client column heading to group data by client)
  • If your firm uses the approval and posting process for time and expense entries, staff with appropriate permissions can mark the box next to an item and click Approve / Post in the menu bar to open a list of options. Use the Approved and Posted buttons to view or hide entries.

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