Time Tracking is a tool that enables users to record time spent on both client matters and internal office tasks. It helps users keep track of daily activities and manage billable hours efficiently.

 

How to Add Time

  1. Access the platform using your credentials.
  2. From the main menu, go to the Case Management module on (EliteLaw) and Client invoicing module under Billable Items section on WakiliCMS
  3. Click on the Time Tracking and from the list.
  4. To Add a New Time Entry. On the Time Tracking page, click the Add Time button located at the top-left section of the page. This will open a Time Entry form.
  5. Fill in the Time Entry Form, including:
    • Application Date: The date on which the work was performed or the time is being recorded.
    • User Assigned (default is your name): The person responsible for the task or activity.
    • Client: The individual or organization you are working for
    • File: The specific matter or case associated with the client.
    • Billable Item: Used for tracking what kind of service was provided. (e.g., Transport, Court Time, Appeals, etc.)
    • Billed or Not Billed status: Indicates whether the time entry has already been billed to the client or is still unbilled or entries are pending invoicing.
    • Brief Description: A short summary of what the task involved.
    • Time Taken: The exact time you began and finished the task.
    • Additional Billable Time : Any extra time related to the task that isn’t part of the c work period i.e. travel time and it is added on top of the main task duration.
  1. The system will automatically calculate the total billable time and associated cost based on the details provided.
  2. Once all fields are completed and reviewed, click the Apply button to save the time entry.

NOTE: 

1. You can update the time taken by letting the timer to run. At the upper section of the form you will see a start button to start the timer, the timer will run in the background as you work on the selected task. The time taken will be automatically computed and you can save the form once everything has been correctly entered.


2. Staff hourly rates can be set so that the cost estimate associated with the task can be generated.


3. Adding Internal Time follows the same steps as Add Time, except for: -

  1.  No client file selection, this is internal time and does not relate to client matters
  2. The billable activities are different to include non-billable tasks done on office matters
  3. There is no cost associated with the task, thus no hourly rates on the form.