Page 2 - 3E User Manual- updated 3-2018

Table of Contents

• Computer Basics PDF Page Number
o Add a Website to the Toolbar ..................................................................... 5
o Snipping Tool............................................................................................... 6
o Save Image .................................................................................................. 6
• Dashboard
o Dashboard .................................................................................................. 8
o Action List .................................................................................................... 9
o Activities ...................................................................................................... 10
o User Tray ..................................................................................................... 10
o Dashboard Overview................................................................................... 11
• Simple Time Entry
o Overview ..................................................................................................... 12
o Access Simple Time Entry ........................................................................... 12
o Add a New Time Entry ................................................................................ 12
o Additional Time Entries ............................................................................... 16
o Clone an Exist Time Entry ........................................................................... 17
o Edit an Entry ................................................................................................ 17
o Delete an Entry ........................................................................................... 17
o Cancel Session ............................................................................................. 18
o Save to Post Later ....................................................................................... 19
o Submit to Post Later ................................................................................... 19
o Post ............................................................................................................. 19
o Issues/Errors ............................................................................................... 20
• Time Capture Quick Tips .......................................................................................... 22
• Time Capture
o Overview ..................................................................................................... 23
o Access Time Capture ................................................................................... 23
o Navigate the Screen .................................................................................... 23
o Add a New Time Entry ................................................................................ 28
o Additional Time Entries ............................................................................... 29
o Create a Model ........................................................................................... 29
• Expenses Quick Tips ................................................................................................. 31
• Expense Entry
o Overview ..................................................................................................... 32
o Access Expenses* ........................................................................................ 32
o Enter Expenses ............................................................................................ 32
o Enter for Another Timekeeper .................................................................... 33
o Add an Expense ........................................................................................... 34
o Name the Report ........................................................................................ 34
o Enter Mileage .............................................................................................. 37
o Additional Expenses .................................................................................... 38
o Attach Receipts ........................................................................................... 41
o Save to Add Additional Expenses Later ...................................................... 44
o Submit an Expense Report .......................................................................... 45
• Tiny Scanner
o Overview ..................................................................................................... 47
o Capture Receipts ......................................................................................... 48

Matter Group Inquiry 3/27/2018