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You can enter a new timesheet or disbursement record by clicking on the green buttons on the top right of the screen.
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You can enter the end time and the time will automatically calculate from the start time. For example if you set the start time at 9:00am and enter 10:30am then the time will be calculated as 1.5 hours. The start time of the day will be determined by the start time that is set in your preferences in the Actionstep Calendar view. |
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The suggestions link will show you a list of your activity in Actionstep for the day. This will help you to remember what you were doing. Items on the suggestions list can be converted to time records or dismissed.
These are the items that create a time sheet suggestion:
- Matter Created
- Matter accessed
- Added document template to document screen
- Uploaded document
- Generated document
- Updated document
- Downloaded document
- Matter status change
- Matter step change
- Email sent with matter association(auto or manual)
- File note created
- File note updated(edited)
- Contact created
- Calendar appointment created
Quick Entry from the "Create" Button
Wherever you see the "Create" button you can quickly add a timesheet entry, for example from the Home screen.
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To speed up data entry you can use pre-defined abbreviations/short codes for common phrases. See Abbreviations / Short Codes |
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