Editing and Deleting a Clock

You can edit a clock to change information, such as the client or service code to which the clock is assigned. The Edit Clock window displays the status of the clock and any information previously assigned to the clock.

Note: You can modify the time entry screen layout, set timer preferences, choose your data entry method, choose your rounding method and intervals, and whether to display fields specific to projects by going to the User Options > Practice > Time Capture window.

To edit a clock, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Clocks under Time Capture.
  2. Select a clock from the grid and click Open.
  3. Fill out the various boxes in the Edit Clock window. ClosedExplain the components of the window.
    4. Component Description
    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 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 if Workstream Premier is licensed. 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.
    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 will display.
    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 associated with 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 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 Internal note field.

    * Requires a Workstream license

  4. Click OK to save your changes or Cancel to exit the window without saving your changes.

Note: To delete a clock, select a clock and click Delete.