This feature is helpful if you do not want very granular time entries. For those who want granular entries (e.g. an entry for every doc worked on, every email thread, etc), we recommend turning off auto-merging.
How It Works
Step 1: Navigate to the Settings page on your Billables AI dashboard.
Step 2: Look for the Automatically Merge Related Entries setting. When this setting is off, each of your activities will be recorded as separate entries. If you select "When Closely Related", similar and related activities will be grouped together. If you select "Block Billing", we will group as many entries as possible under the same client and matter.
Step 3: Don't forget to click Save after making changes.
Once you've enabled the automatic merge setting, you'll start to see your entries merging automatically. You can identify these entries by the upward arrow symbol next to them. Hover over an entry for more details and to find the source of the entry.
Step 4: Customize the narratives for your entries in the Narrative Description settings on the Settings page.
Step 5: In these settings, you can choose how your entries are separated - by a period or semicolon.
Step 6: Click the check mark to add durations within the entries themselves.
If you need to split or unmerge an entry, simply click on the split arrow symbol next to the entry.
Step 7: Choose which entries you want to separate and unmerge.
We hope this feature makes your billing process more efficient with Billables AI.