1. Practice CS Time Entry Amy McCarty Education Services

2. Objectives Understand why time entry is important for analyzing client, staff, and firm realization Learn the options in Practice CS that allow for efficient time and expense entry Coordinate project routing with time entry Review tips and tricks for time and expense entry

3. Importance of Time Entry Even if your firm does not bill per hour, time entry is important – Track Client Realization – Track Staff Realization – Bonus/Incentive Calculation – Evaluate Profitability of the Firm – Budgets

4. Time Entry Options Setup > User Preferences – Default Sheet Date to Today’s Date Date to Today’s Date – Skipping, Hiding columns Project Solution Task Solution Time Rate – Client Description – Auto display Task selection

5. Time Entry Options Move the Project column in front of the Engagement column Utilize the Comment field Use field chooser with Desktop Timer

6. Tips & Tricks Update Project/Task status when entering time Enter time as work is being done Enter Admin time for time not worked on clients Daily Time portlet on Staff Dashboard Time Recap portlet on Staff Dashboard Staff Active Timers portlet on Firm Dashboard

7. Reports Billing Analysis Production Analysis

8. Questions?

9. Objectives Understand why time entry is important for analyzing client, staff, and firm realization Learn the options in Practice CS that allow for efficient time and expense entry Coordinate project routing with time entry Review tips and tricks for time and expense entry

10. Resources on ngaf.comngaf.com Webinar Archive > Practice CS Time Entry Time Entry PPT

11. Thank you for attending! (email coaching@rootworks.com for any needed assistance with Practice CS)coaching@rootworks.com