Setting Up Time Capture for the Firm

You can set up and enforce firm policies for Time Capture entries.

To set up transaction entries for the firm, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Practice > Time Capture Settings on the navigation panel.
3. Make the selections appropriate to your firm's time capture policies.

Component	Description
Require review of transactions before posting	Select to require review of transactions before they are posted to WIP. Note: If you select this option, you must select a default reviewer.
Default reviewer	Select the staff ID of the employee assigned in Firm Setup as the transaction reviewer. You can override the default for individual staff by entering the staff ID of any staff with the rights to review time and expense transactions. Note: This option is only available if a review is required.
Allow banked hours to be accrued and used	Select to make banked hours information available to staff who have the permission to enter banked hours. Banked hours represent comp time.
Base yearly allowances on	Select the calendar year or your firm's fiscal year as the date range for yearly allowances. Your selection also determines on which year notifications for staff releasing time exceeding yearly allowances are based.
Calculate intracompany charges	Select the method for calculating intracompany charges from the following: When office varies. Intracompany charges are generated between offices. When office and/or business unit varies. Intracompany charges are generated between offices and between business units.
Rounding Method	Select one of the following rounding methods: None. Does not round time transactions. Up. Rounds time transactions up to the rounding interval. Down. Rounds time transactions down to the rounding interval. Standard. Time transactions of .50 or higher are rounded up, and transactions less than .50 are rounded down.
Rounding interval	Select an interval option for when entries are rounded, or enter your own interval. Available only if you select a rounding method other than None.
Apply rounding to	Select which time entries are rounded from the following: Clock transactions. Applies rounding to transactions created from clocks. Time transactions. Applies rounding to transactions entered in time entry.
Work Location, Project, Reason for rate override	Select the work location, project, and reason for rate override transaction entry options from the following: Hide. The entry is unavailable during time entry. Optional. The entry is available but not required during time entry.  Required. The entry is available and required during time entry. Note: If Required is selected, you must have work location, project, and reason for rate override transaction options set up or you will be unable to save transactions.

4. Click OK.