Using filters is one of the easiest ways to remove unnecessary information from your time or expense entry list so you can focus only on the entries that matter for your particular task.
To filter a list of time or expenses:
- Go to Time Entries (or Expense Entries – depending on your needs) by clicking the appropriate button in the bottom left of the screen or by selecting View > My Time or View > My Expenses.
- Right-click in the All Filters panel and select New Filter.
- Give the filter a recognizable name, such as UnrecordedItems.
-
To create a custom filter that will show all unrecorded time, you will need to filter the list to show items that have a status that indicates that the item has not yet been recorded. These include the status of Draft, Ready to Submit, Pending Approval, Rejected, and Pending Recording. You will also need to add the condition of which Client and Matter. Add the following conditions:
IF
EntryStatus
=
Draft
OR
EntryStatus
=
Ready to Submit
OR
EntryStatus
=
Pending Approval
OR
EntryStatus
=
Rejected
OR
EntryStatus
=
Pending Recording
AND
Client
=
{Prompt}
NOTE: These must be added as OR conditions and not AND conditions, since the Status may be equal to Draft OR Ready to Submit OR Rejected etc., but will never be equal to Draft AND Ready to Submit AND Rejected, etc.
- Click Save when finished adding conditions.
-
Since this filter is set to Client = {Prompt}, then when you select this filter, the system will first prompt you for which Client you wish to filter records. Enter the Client and the system will filter the records and show the items that match your filter in the spreadsheet panel.
TIP: Optionally, create saved copies of this filter and change the item prompted. For example, you may add a prompt for Timekeeper ID, Owner, Creator, etc. to view all unrecorded items for a particular Timekeeper, Owner, etc.