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How can I prevent Timekeepers from using certain values in Time or Expense entries?

  • Updated

Take the following rules into consideration:

  • Never charge more than 25 cents per copy for Client 3233.
  • Single time entries greater than $1000 should be reviewed to assure accuracy of hours.
  • Time entries of less than $5 should be written off.

If your firm needs to enforce these rules as firm policy or via a client mandate, establishing a Numeric Rule to see that the rules are automatically enforced.

Creating a Numeric Rule

The instructions below are to establish a Numeric Rule using the example rule of:  “Single time entries greater than $1,000 should be reviewed to assure accuracy of hours.” These steps can also be followed to create other Numeric Rules.

  1. From Juris Suite select Tools > Rule Designer.

  2. Click the down arrow beside the New icon and select New Numeric Rule from the drop-down list.

  3. Enter a Code and Description for the rule.  In this example we will name the rule 1000 and enter 'Review hours on time entries greater than $1000' as the description.
  4. Select a Severity: Error, Required, Warning, Message.
  5. If desired, a Start Date and End Date can be assigned to the rule. A start and end date allow you to define a time frame for the Rule. For example if you only want the rule to be run in the current year or a specific month.
  6. Enter instructions for the rule. The instructions will be shown when an item is rejected based on the rule and will give the user specific instructions on how to resolve the violation. In this example we will enter the instructions: Please review Time Entries greater than $1,000 to assure that the hours are accurately reported.
  7. On the Definition tab, select the fields where the rule should be applied.  You can expand Time Entry and Expense Entry to see the available fields. In this example we will place a checkmark beside the field Amount under Time Entry.
  8. Next on the Definition tab, enter the rule fail criteria. Under the text: 'This rules fails if the selected field(s)... Select 'Is Greater Than'; 1000.
  9. On the Scope tab, you'll see Time Entry and Expense Entry. The default is checked for both as well as Globa'. See below for assigning the scope to a particular group.

Defining a Scope

At times you may want to define and enforce a Scope for a Rule or Rule Set. Click here to learn more.
  1. Save the rule by clicking the Save icon.