Page 26 - 3E User Manual- updated 3-2018
P. 26
Time Capture
o If the matter or client number are unknown, search for it by entering the Client Name or Matter Name.
If there are multiple search results for the criteria entered, the search results screen will appear. For
example, type SEA into the matter field, select TAB, and the following results will appear:
o Choose the matter by selecting the corresponding circle under the Select column, and then click the
green Select button in the top right of the search results screen.
o For verification, the matter name selected will appear under the Matter field:
• Timekeeper - The Timekeeper field will default to the timekeeper who is making the time entry. For Admins
entering time for another timekeeper, select the timekeeper by entering the timekeeper's name or 5-digit
number in the field and pressing TAB.
o For verification, the selected timekeeper's name will appear under the Timekeeper field:
o A user can also select the timekeeper from the list of available names in the Timekeepers section (see
below).
• Work Date - The Work Date field will default to the current date. To change the date, click the date on the
Calendar section (see below) or click on the calendar icon to the right of the Work Date field:
Time Capture 3/27/2018