Timekeeper tab
Note
Remember to click the 'Save' icon to commit the changes.
Maximum number of originating Timekeepers
The number of originating Timekeepers may be controlled here. Maximum number allowed may be 1-5. If greater than 1, then each originating Timekeeper assigned to a Client or Matter must also be assigned a percentage of credit for the origination, and the sum of those percentages must equal 100.
Allow originating Timekeepers to be changed?
If checked, then originating Timekeepers may be changed after they have been entered. If unchecked, then originating Timekeepers are locked down once entered. This can be used as a control measure to prevent originating Timekeepers and percentages from being changed, which can be especially helpful if compensation is calculated based on this information.
Enter originating Timekeepers on which form?
May be set to Client form, Matter form or Both. If set to Client form, then the originating Timekeepers set for the Client will cascade to all Matters for that Client, and cannot be changed for the individual Matters. If set to Matter, then the originating Timekeepers must be set on the individual Matter. If set to Both, the originating Timekeeper set on the Client level will cascade to a Matter when a matter is created, but the originating Timekeeper may be changed on the Matter, if desired.
Enter billing Timekeeper on which form?
May be set to Client form, Matter form or Both. If set to Client form, then the billing Timekeeper set for the Client will cascade to all Matters for that Client, and cannot be changed for the individual Matters. If set to Matter, then the billing Timekeeper must be set on the individual Matter. If set to Both, the billing Timekeeper set on the Client level will cascade to a Matter when a matter is created, but the billing Timekeeper may be changed on the Matter, if desired. Each Client and/or Matter may have only one billing Timekeeper.