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Searching
Time Entries
One advantage
of using Amicus Attorney to do your Time Entries is that you
can quickly find information such as the following:
- what
you were doing on a given day
- how
much time you have spent on a given File since a given date
- a
list of all Time Entries relating to a given activity on
a specific File or on all Files
To search
your Time Entries, choose QuickFind > Time Entries on the
Tools menu in any of the Time module views. Or, click QuickFind
in the Unposted view. The Find Time Entries dialog appears.
Specifying
your Search Criteria
Specify
one or more of the following search criteria for the Time
Entries you wish to find:
-
To search
by a particular Date or Date range, select the Dated checkbox,
and then select "Exactly", "Since", "Before", or "Between"
in the list box. Next, type a date. If you select "Between"
in the list box, you must specify both start and end dates.
- To
search by Time Entry Billable Category, select the Of Type
checkbox and then select the desired Billable Category in
the list box.
- To
search for Time Entries on particular Files, select the
On checkbox and select "Files" in the list box. Then click
the Select Files button, and select the desired Files in
the dialog that appears.
- To
search for Time Entries involving particular Clients, select
the On checkbox and select "Clients" in the list box. Then
click the Select People button, and select the desired Clients
in the dialog that appears.
- To
search by File Billing Category, select the On checkbox.
Next, select "File Billing Categories" in the list box.
Then select the desired Billing Category in the second list
box that appears.
- To
search the text of Activity Descriptions, select the Activity
Description Contains checkbox, and then type the desired
text in the text box.
- To
search by Activity Code, select the Activity Code Is checkbox,
click the yellow Select Activity Code button, and then select
the desired Activity Codes in the dialog that appears.
- To
search by Task Code, select the Task-Based Billing Task
Code Is checkbox. Next, click the green Select Task-Based
Billing Task Code button, and then select the desired Task
Code in the dialog that appears.
- To
search by Task-Based Billing Activity Code, select the Task-Based
Billing Activity Code Is checkbox. Next, click the blue
Select Task-Based Billing Activity Code button, and then
select the desired Activity Code in the dialog that appears.
- To
search for unposted Time Entries as well as those already
posted, select the Include Unposted Time Entries checkbox.
When you
have finished specifying the search criteria, click OK.
Search
Results
After
a brief interval you will see a list of the Time Entries that
match the search criteria.
The total
time spent and the approximate total value are shown in the
control panel. The total value is calculated by multiplying
the total time by the billable rates on the Time Entries found
in the search. This value can be useful when a client calls
and wants a ballpark figure for their account.
NOTE:
The search results include only your Time Entries.
Amicus
Attorney 2008 Premium Edition Overview
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