Using Time Capture

Time Capture allows you to record, view, and process time and expense transactions. If your firm licenses Workstream, you can also associate your Time Capture transactions to projects and worksteps.

A typical Time Capture workflow includes the steps listed below.

1. Enter time, expense, or miscellaneous charge transactions in the daily view. Time transactions can be entered manually or they can be captured automatically using clocks. See Entering Transactions.

   Note: Staff members typically enter their own transactions. However, staff members can be given the right to enter transactions for other staff members if needed.

2. Release transactions. Completing this step indicates that the transactions are ready for review or posting. Individual staff members perform this task after verifying their entries. See Releasing Time Capture Transactions.
3. Review the transactions, if required by your firm, and mark them as approved for posting. This optional step provides an opportunity for managers to review the transactions before they are posted. See Reviewing Time Capture Transactions.
4. Post the transactions. Posting transactions commits the charges as WIP for client billings. This task is often performed by administrative staff. See Posting Time Capture Transactions.

See the topics listed to the right for more information about using Time Capture.