The fastest way to enter a long list of time entries is to enter them into the Time Entry Spreadsheet. This process is even faster when you remove fields from your layout that you do not use and order the fields in the order that best suits your workflow.
For example, let’s assume that when you enter time, the only values you supply are Date, Timekeeper ID, Client Code, Matter Code, Hours and Narrative. You do not use task or activity codes, nor do you use the timer or adjust the rate and amount. You always enter the worked hours and let the fee schedule assigned to the matter determine the rate and auto-calculate the amount so there is no need to see the rate and amount fields. Juris Suite allows you to remove all fields from the view that you do not use. This allows you to time without having to tab through extra fields. You may also arrange the fields in the order you prefer.
Creating your own Time Entry Spreadsheet Layout
- Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > my Time or View > My Expenses.
- Click the layout that you wish to alter to select it, then right-click and go to Properties.
- Select the columns you want used in your Layout by moving the column name from the Non-selected Items List on the left to the Selected Items list on the right.
- Once all columns have been selected, they may be reordered by using the up and down buttons.
- You may elect to change the location where new entries are added (top of grid or bottom of grid) using the Add Row Position setting.
- You may elect to change the Filter Row setting (using either Header Icons or a Filter Row at Top).
- Place a checkmark beside AutoFit columns if you would like the system to automatically resize the columns to fit the column contents.
- Place a checkmark beside Allow Summaries, Allow Filtering and Allow Pinning to enable these features.