Approving and Reviewing Time Entries
The most important action you can take is to approve any finished and completed entries. To do this, click the check mark icon next to the entry you wish to approve.
Billables AI hides low relevance entries considered by default. To review these, select View all and approve any you want to display on your main dashboard.
Most dashboards update hourly, reflecting new time entries as the day progresses. Use the Magic Wand button to generate dashboard entries at any moment, ensuring your time tracking stays up to date.
Click or hover over an entry for more details, such as the associated activity, email, calendar event, or document. This transparency helps you understand the context behind each entry.
Exploring Dashboard Views
Switch between dashboard layouts to organize entries in the way that works best for you:
Select the Suitcase icon to see entries grouped by client and matter.
See entries in Table view by clicking the table icon beside the suitcase. This format organizes entries by various categories and columns for greater flexibility in sorting and filtering. You can also make changes directly to your entries in this layout.
Editing Entries
Edit time entries by clicking the pencil icon. Adjust client, matter, billing codes, or the narrative to ensure entries are accurate before approval or export.
Manually Merging Entries
Select at least two entries and use the Merge button to manually combine their durations and narratives. This is helpful when multiple activities relate to a single billing event.
Splitting Entries
If a time entry covers more than one task, click the split arrow icon to split the singular entry into multiple entries. Specify how many entries to create and edit each new entry for accuracy.
Dashboard Settings
Access your Settings page to tailor dashboard behaviors. Start by configuring narrative description preferences, then decide whether to enable automatic merging of similar entries.
Auto-Merging Entries
When automatic entry merging is activated, merged entries are indicated with a merged arrow icon on the dashboard. Select Show more for details on the combined entries.
To split an auto-merged entry, select the split arrow symbol for the entry and select which entries you wish to unmerge.
Exporting Data
Once finalized, time entries become ready for export. Depending on your firm, exporting may occur automatically or require manual action. Review your dashboard to ensure all desired entries are accurate before you proceed.
For more information, visit our Help Center. Make the most of Billables AI to streamline your billing process!