Managing Error Conditions for Time Capture
You can set up and enforce policies that affect authorization of transaction entries. These conditions rely on statuses for the client or values maintained by the system. To use warnings and errors effectively, it is important to maintain client information on a timely basis.
You can also select recipients to receive a notification if a specified condition occurs. See Managing Notifications for Time Capture for more information.
To manage transaction entry error conditions, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
- Click Practice > Time Capture Error Conditions on the navigation panel.
- Select one of the following actions for each condition:
- Ignore. Does not display an error message or warning when the condition is met.
- Warning. Displays a warning but allows the transaction to be saved.
- Error. Displays an error message and does not allow the transaction to be saved.
- Select the notifications for each condition with a Warning action.
- Click OK.