Search

Juris Suite® Answer Center

Submit Entry

  • Updated

An entry may be submitted from either the Grid or from the Editor View; however, multiple entries may be simultaneously submitted from the Grid View.

Submitting an entry is an indication that the entry is complete and you are ready for the billing department to finalize and bill that entry. If an entry that has been submitted needs changes, then you may recall the entry for further editing.

Notes may be added during the Submit process. These notes will appear on the entry and can be useful in case there is an Approver assigned or why an entry was recalled.

Submitting a Single Entry from the Editor

  1. Make sure all required fields on the entry have been supplied.
  2. Click the Submit Entry button, which is the green arrow button shown on the top-left side of the form: .

To Submit a single entry from the Grid view

  1. Select the  item by clicking in the blue area to the left of the row.
  2. Right-click in the blue area to the left of the row and select Submit Entries from the drop-down menu.

  3. If you would like to add a Note to the entry, hold down the CTRL key while selecting the Submit button.

To submit multiple, sequential entries

  1. In the Grid view, click the row (in the blue area to the left of the row) to select the row of the first item.
  2. Holding the Shift button, click the row (in the blue area to the left of the row) to select the row of the last item. This will cause the system to select the first item, the last item and all items in between.
  3. Right-click in the blue area to the left of the rows and select Submit Entries from the drop-down menu.

  4. Click theYes button on the Submit Entries window. Add any notes when appropriate.

To submit multiple, non-sequential entries

  1. In the Grid View, click the row (in the blue area to the left of the row) to select the row of the first item.
  2. Holding the Control button, click the row (in the blue area to the left of the row) to select the row of each item that you would like to submit.
  3. Right-click in the blue area to the left of the row and select Submit Entries from the drop-down menu.

When you submit multiple entries, a summary screen will appear giving a status of all the entries. If any entries still have Required or Error Tasks, are Read-Only, etc., you will be notified. You can also add a Note one this screen that will apply to ALL entries selected.

To Recall a Submitted Entry

Once you have submitted an entry, it may be recalled for further editing as long as it has not been posted for billing.

To recall an entry:

  1. Find the entry in the Grid view.
  2. Right-click the entry and select Recall from the drop-down menu.

  3. This places the entry back to Draft status where it can be edited.  At this point the entry will have to go through the submission process again to be billed.  See the Time Entry Workflow for details.