Time Entries

Time entries are the individual records of time spent on work. They form the basis for invoicing clients and tracking internal project effort.

Creating a Time Entry

You can create time entries from several locations in SBOS.AI:

From a Matter

1. Open the Matter
2. Navigate to the Time Entries tab or the relevant Component
3. Click Add Time Entry
4. Fill in the details:
   • Date -- When the work was performed
   • Duration -- Time spent (in minutes or units)
   • Description -- What was done
   • Component -- Which component the work relates to (for matter time)
5. Click Save

From a Project

1. Open the Project
2. Navigate to the relevant Task
3. Click Add Time Entry
4. Fill in the details
5. Click Save

From the Time Entry Form

The general time entry form allows you to create entries for any matter, project, or sales activity.

Viewing Time Entries

Matter Time Entries

View all time entries for a specific matter:

Project Time Entries

View all time entries for a specific project:

Sales Time Entries

View time entries for sales activities:

Inline Time Entry Management

Time entries can also be added and managed inline within matter and project views:

Adding Matter Time Entries Inline

Adding Project Time Entries Inline

Adding Sales Time Entries Inline

Time Entry Details

Each time entry includes:

• Date -- When the work was performed
• Duration -- Time in minutes (automatically converted to units)
• Description -- A description of the work done
• Staff Member -- Who performed the work
• Billing Rate -- The rate used for invoicing (based on the staff member's remuneration settings)
• Status -- Whether the entry has been invoiced