| Staff | Select the staff this transaction entry is associated with. Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. |
| Date | Enter the date for the transaction. |
| Client
| Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. Note: You can select inactive, on hold, on litigation hold, prospect, provisional, or terminated clients only if you selected Ignore or Warning in Dashboard > Application Links > Firm > Settings and defaults > Practice > Time Capture Error Conditions. See Managing Error Conditions for Time Capture for more information. |
| Project* | Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. Click the Lookup Filter button to select to Exclude completed projects. |
| Workstep* | Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. This option is only available with a Workstream Premier license. The list includes all worksteps for the selected project. |
| Service code | Enter text in the box. As you type, matching results display. If there is an exact match, it is highlighted in the grid. For more information, see Using Advanced Lookups. |
| Hours/Units | Enter the hours or units for the transaction. Hours change to Units for certain expense-type service codes. |
| Rate | Displays the rate for the transaction. The rate is calculated from the workstep, project, client, or service code. You can enter an override rate, if you have permissions. Rate overrides display in red text. |
Recalculate rate and amount 
| Click to update the rate and amount for the transactions based on your changes to the rate, staff, date, client, project, workstep, or service code. If the rate was an override, the text will revert to black. You must have edit rate functional rights to use this option. |
| Amount | Enter the amount of the transaction. |
| Work location | Select the location you were working in while completing this transaction. The list includes all locations set up as firm preferences in Lists. Work location is used for tax calculations in some municipalities. Note: Firm settings determine whether this option displays. |
| Custom field | If your firm has defined a custom field for Time Entry, see your administrator for additional information on its requirements. |
| Invoice description | Enter the description to appear on invoices for the resulting WIP transaction Note: If your user option is set to use the Enter key as the Tab key, press the Enter key or Alt + V to save the text in the field, collapse the control, and move to the next field. If your user option is not set to use the Enter key as the Tab key, the focus remains on the Invoice description field. |
| Internal note | Enter a note for the transaction. The note is for internal use only and does not appear on invoices or other external documents. Start and stop times and elapsed time are added to the end of the internal notes. Note: If your user options are set to use the Enter key as the Tab key, press the Enter key or Alt + V to save the field text, collapse the control, and move to the next field. If your user options are not set to use the Enter key as the Tab key, the focus remains on this field. |
