Time and Expense - Contact Record

Open the contact record and navigate to the 'Time & Expense' tab. The purpose of the Time & Expense tab is to show the value of the time you have entered in the case. From the contact record, all the time you have tracked and the value of that time will be displayed for every matter the contact record is associated with. As you can see in the below screenshot, the 'Matter' varies because we have multiple matters for this contact. You can also filter on the time and expense page from time only expenses only, or events only. Additionally, you can use downloading cloud icon to export the time and expense sheet as an Excel file.

Time and Expense - Contact Record

Open the matter record and navigate to the 'Time & Expense' tab. The Time & Expense tab operates the same way in the matter record, with the exception being it will only display time entered for this specific matter record, as shown below.