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Juris Suite® Answer Center

Creating a New Time Entry

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There are several ways to create a time entry in Juris Suite. You can create time entries from Grid View, the Time Entry Editor, Lists, the Calendar, or the New button on the Time ribbon.

For more information about how time entries move through the system, see Time Entry Workflow.

Use this article to create a time entry using any of the following methods:

After a time entry is complete, it is ready for submission. For more information, see Submit Entry.

Create a time entry in Grid View

Grid View lets you enter time directly in a spreadsheet-style list. The fields shown in this view are customizable. By creating a layout, you can define which fields appear and the order in which they are listed.

By default, the Time Entry List/Grid View includes a spreadsheet list at the top and an anchored Slip Form at the bottom. When you select an entry in the list, the information for that entry appears in the Time Entry form below.

The anchored Slip Form may be minimized. If it is not visible, drag the top edge of the form to make it larger.

You can also double-click a cell in Grid View to edit it without opening the time entry in form view.

To create a time entry in Grid View:

  1. Click the Grid button on the Display tool ribbon. 

  2. Click inside the Quick Entry Layout and begin entering data.

    Use the ellipses button in fields to select the appropriate data. As you become more familiar with codes, client numbers, and other values, you can enter them directly without looking them up.

  3. Enter time by typing values directly in the next blank row of the spreadsheet.
  4. If your firm uses Juris Text Codes, use Ctrl+Spacebar to expand text from a text code shortcut.

  5. If you have the Editor function enabled, the fields populate automatically.

    The fields in Grid View may not match the fields in the Editor. You may need to use the Column Chooser to add the columns needed to reflect the fields in the Editor.

  6. When you finish entering the necessary fields, the time entry is ready for submission. See Submit Entry for more information.

Create a time entry in the Time Entry Editor

You can also use the Editor to enter time.

To create a time entry in the Time Entry Editor:

  1. Enable the Editor by clicking the Editor button on the Display tool ribbon.

     

  2. Begin entering information in the Editor fields. 

    If you need to use the Stopwatch feature, enable it before entering the information.

  3. Use the ellipses button in fields to select the appropriate data. As you become more familiar with codes, client numbers, and other values, you can enter them directly without looking them up.

  4. Enter the Timekeeper, Client, Matter, Task Code, Activity Code, Hours Worked, Hours to Bill, and Rate.

    The Fee Amount is calculated.

  5. Enter information in the Narrative section.
  6. Enter information in the Note section.

  7. Use the calculator icons to access the calculator function for the billable fields

  8. Use the ellipses buttons for quick access to Text Codes.
  9. Use the tabs at the bottom to complete related tasks, such as:
  1. Optional: Use the Spell Check function by clicking the abc button.
  2. When you finish entering the data, the time entry is ready for submission. See Submit Entry for more information.

Use Lists with time entries

Use Lists to display lists on the right side of the screen.

  1. In the Display area of the ribbon, select Lists.
  2. Use one of the following methods:
    • Double-click an item on any available tab to open a new entry form with that item already selected.
    • Drag an item from any available tab onto an entry already displayed in the Editor to assign that item to the entry.
    • Drag an item onto multiple entries selected in the grid to assign it to all selected entries.

Use the Time Entry Calendar

The Time Entry Calendar is a daily calendar view for viewing time entries.

Open the Time Entry Calendar

  1. Open Juris Suite and go to My Time.

  2. Select the Calendar button. 

Add a time entry from the Calendar

  1. Open Juris Suite and go to My Time.
  2. Select the Calendar tab.
  3. Double-click a time slot to enter a time entry there.
  4. The Time Entry Slip form opens. Enter the details and save the entry.

View or edit a time entry from the Calendar

  1. Open Juris Suite and go to My Time.
  2. Select the Calendar tab.
  3. Double-click a time entry.
  4. The entry opens using the Editor form. Enter the appropriate data.
  5. Save and exit.

Duplicate a time entry from the Calendar

  1. Open Juris Suite and go to My Time.
  2. Select the Calendar button.
  3. Click a time entry to select it.
  4. Click the Duplicate button.
  5. The duplicate entry opens using the Editor form.
  6. Enter the appropriate data.
  7. Save and exit.

Delete a time entry from the Calendar or Grid

  1. Open Juris Suite and go to My Time.
  2. Select the Calendar or Grid button.
  3. Double-click a time entry to select it.
  4. Click the Delete button.

  5. To delete using Grid View, right-click the row you want to delete, then select Delete.

Use the New button to create time entries

You can use the New button on the Time ribbon to create time entries in the following ways:

  • New: Uses the standard method for creating a time entry. The Date field populates based on the system date of the computer. The Timekeeper field populates based on the user currently logged in to the system, unless that user is not a timekeeper. In that case, the Timekeeper field does not populate.
  • Auto New: Auto-duplicates fields based on the last entry entered by that user. The fields that are duplicated depend on the auto-duplication settings selected by the user or administrator. To view Auto New settings, select Juris > My Settings > My Time > Auto New Settings.
  • New with Timer: Starts time automatically when creating a new time entry.

  • Auto New with Timer: Auto-duplicates fields based on the last entry entered by that user. The timer also starts each time an entry is created.