Releasing Time Capture Transactions

The Unreleased Transactions view allows you to change the status of transactions from unreleased to released. Released transactions are available for review before being posted to WIP. Review is optional and is only available if activated in firm setup and if you have permission to review transactions.

ClosedExplain Status and how it effects posting. 

The statuses you see depend on how your firm was set up. Your ability to change the status of transactions depends on your access rights.

Status Description
Unreleased Available for editing before being released for review.
Released Ready to be reviewed before posting to WIP if your firm is using the review process. If your firm is not using the review process, transactions with this status are ready to be posted.
Reviewed Have been reviewed and approved for WIP.
Posted Have been added to WIP.

Tip: If your firm requires review of transactions before posting, you can overwrite that setting for a group of staff by using a security group. The security group must have the following functional rights, found on the Practice tab under Time Capture.

  • Post transactions for self after review
  • Post transactions for self without review (Real time post)

ClosedExplain the options available on the right-click menu.

Component Description
Release Changes the status of the selected transactions from unreleased to released.
Post Changes the status of the selected transactions to posted. Depending on your firm's settings, transactions must be released or reviewed prior to posting. Real Time Post allows posting of your own unreleased transactions if you have the appropriate user permissions.
View Project

Click to open the project for the selected transaction. If the selected transaction has no entry in the Project column, this option allows you to create a new project.

Note: This option is available if your firm licenses Workstream.
View Workstep

Click to open the workstepClosed A task, or to-do item, for a project. Each workstep has its own budget, planned dates, and assignments. for the selected transaction. If the selected transaction has no entry in the Workstep column, this option allows you to create a new workstep.

Note: This option is available if your firm licenses Workstream.
View Route Sheet

Click to open the Route Sheet for the project associated with the selected transaction.

Note: This option is available if your firm licenses Workstream.
Change Staff Opens a window that allows you to change the staff associated with the selected transactions. This option is only available if you have permission to enter time and expense for others.
Change Date Opens a window that allows you to change the date associated with the selected transactions.
Change Rate Opens a window that allows you to change the rate associated with the selected transactions.
Delete Deletes the selected transactions.
Open Opens the selected transaction for editing.

To release transactions, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and click Time transactions under Time Capture.
  2. Click Unreleased on the navigation panel.
  3. Select one or more transactions. To select items next to each other, press and hold Shift while clicking the first and last items in the list. To select items that are not next to each other, press and hold Ctrl while clicking each item you want to select.
  4. Do one of the following to release the selected transactions:
    • Clickin the Release group on the Home tab.
    • Right-click the grid and select Release from the menu.