Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Current »

You can define some system-wide abbreviations for commonly used phrases in your time sheets and file notes. By typing the abbreviation the system will automatically expand the text when you hit the spacebar.

For information on how to set up and use abbreviations you can watch the below video or see the text beneath the video.

Abbreviations can be used when entering Time Records, Disbursements, File Notes, and Scratchpad Notes

Typical examples:

CCB = Call client back

FUR = Follow-up required

DD = Document drafting

Type in Abbreviation

Hit Spacebar

Setting up Abbreviations

To setup the abbreviations go to Admin > Timekeeping > Abbreviations

Personal Abbreviations

You are also able to set up login specific abbreviations. These will replace timekeeping abbreviations if they have the same letters.

Go to

Your name at the top-right corner > Abbreviations

 

Select 'New Record' to enter in your abbreviation and expanded text before saving.

  • No labels