Overview

This Guide covers how to record, edit and write off work items. 

TABLE OF CONTENTS

• Overview
  • Create Work Item
    • From Work Items tab in the Navigation Menu
    • From Work Item + in the matter screen
  • Edit work item
    • Editing a pending work item
    • Editing a finalised Work Item
  • Write Off a Work Item

Create Work Item

There are 2 ways to record the work items:
1. From work items tab in the Navigation Menu.

2. From Work Item + in the matter screen and New Work Item if the Work Item tab is selected.

From Work Items tab in the Navigation Menu

1. Click on Work Items tab in the Navigation Menu and then click on New Work Item

1. In the next screen, type in a matter number, change the date if necessary,  pick up a task type from the drop down menu, select between timed fee or itemised fee, type in units, Rate will populate based on fee earner's rate, narration will be picked up from the Task type selected but it is possible to change it by typing it in or from the work item narration text templates. If you want to save it as non billable then Toggle the Billable bar. You can save it as Pending task by toggling off the finalise bar at the bottom of the screen and then click on Save and save and close to Save the work item.

From Work Item + in the matter screen

1. Click on Matters and select All Matters or any favourite matter from the drop down menu.

2. In the Matter screen, you can either click on Work Item + or New Work Item to create a work item.

3.  In the next screen, matter number will populate autometically as we are creating the work item from the matter.
changed the date if necessary, select a task type from the drop down menu, that will pick up the fee earner rate in the rate section, select between timed fee or itemised fee, type in unit/s in the unit section. Type in a narration if you want to replace the narration. Toggle the bar if you want to record a non billable item and toggle the bar at the bottom if you want to record this a pending work item which you can edit after and then click on Save and save and close.

Edit work item

If a work item is recorded as pending then we can edit this or we can unfinalise a finalised work item and edit it.

Editing a pending work item

1. Click on the three dots on the right of the pending work item that you want to edit and click on View.

2.  In the next screen, you can change the task type, work item type, units, narration, make it billable or non billable, by toggling the bar. When all changes are made, you can toggle the bar at the bottom of the screen to record it as pending work item or finalise work item and click on Save and Save and Close.

Editing a finalised Work Item

1. Click on the three dots on the right of a finalised work item and select unfinalise.

2. Once unfinalised, select View.

3.  Make the changes required, then click on Save and Close.

Write Off a Work Item

1. To write off a work item, click on the three dots on the right of the work item and click on Write Off.

2.  In the next screen, type in a date and select Write Off.

3. The work item will be written off.

( Example of Writing off: Work item dated 26/08/2024 is written of on the 17/10/2024. If the Period Date in Firm Settings is set as 01/09/2024 and the user runs a matter balance report as at 30/09/24, the work item will be shown as written of, even though it was not written off until 17/10/24).