Simplified time adjustment

Overview

This features has made further enhancements to the adjustment of time transactions in an invoice proposal, as follows:

• Write-off time transaction
• Modifying time

Feature management and parameters

The availability of the simple adjustment functionality is controlled by feature management (Workspaces>Feature management). The feature is called “(evergreen) Simple adjustments” and was added in an earlier release. The functionality described in this release will be visible if that feature has been enabled.

Once enabled in feature management, the behaviour is activated by “Activate move time” parameter in the invoice section of the matter management and accounting parameters screen. Also, ensure that “Activate modify time” is turned off:

Functionality

Modify Time

The modify time and “move grouped time” functionality from previous versions has now been combined into a single button on the Invoice proposal screen called “Move time”:

By first selecting the transactions to be changed, clicking this button will open a side-pane:

Here, it is possible to do any of the following for the selected transaction(s):

• Group transactions by timekeeper, role and any of the three financial dimension configured in your environment
• Move groups of transactions to another matter
• Change the activity (i.e. task), category and line property of groups of transactions
• Exclude groups of transactions from the invoice

Write off time

A minor change has been made to the write off time screen so that it is in line with the “write-off expenses” screen.

This process allows the line property of an expense to be changed from invoiceable to non-invoiceable. This will remove the line from the invoice and WIP. It is possible to write all or part of an expense, using a specific amount or percentage.