Time Entries Advanced Topics

Edit

To edit an entry after it has been saved but before it has been posted:

  1. On the 'Batch Form,' select the entry to be edited.

  2. Select Form > Open from the menu to open the entry.

    Alternatively, you can double-click on the selected entry.

  3. Edit the entry as necessary.

Edit a Posted and Unbilled Time Entry

To edit a posted entry that is unbilled and not on an open prebill:

  1. Double-click Transactions.
  2. Double-click Time Entry.
  3. Click Form and then click New.
    A new batch is created.
  4. Select the Adjustment button under Batch Type.
    Note: A normal batch creates new time entries that do not post. A direct batch creates new time entries that post automatically when you save it. An adjustment batch edits posted time entries.
  5. Type a comment in the Batch Comment box.
  6. Click OK.
    The Batch window opens.
  7. Click Form, and then click New.
    The Time Adjustment Search window opens.
  8. Select one or more of the following search criteria:  Date, Timekeeper, Client, or Matter.
  9. Click Find Now.
  10. Double-click the Entry you want to open.
  11. Edit the fields that you want to change in the Time Adjustment Search window.
  12. Under Post in period of, click Today's Date or Original Date .
  13. Click Form and then click Save.

 

Delete

To delete an entry after it has been saved but before it has been posted:

  1. On the Batch Form, select the entry to be deleted.
  2. Open the entry by selecting Open from the Form menu or double clicking on the selected entry.
  3. On the Entry Form menu, select Delete.

Print Edit List

See Print Edit List

Mark Ready to Post

Follow these steps to alert the person in charge of posting time entries that the batch is ready to be posted. These steps are not required if the user entering the time entries has permissions to post time entries.

To Mark a Batch Ready to Post:

  1. Double click on the Folder containing the Batch(es) to be Posted.
  2. Click on the Unposted Batch to be included.
  3. From the Tools Menu, select Ready To Post.
  4. An Unposted Batch  may also be marked Ready to Post by double clicking on the Batch  to open it and then selecting Ready to Post from the Tools menu.

Post

See Post Transactions

Print Audit List

See Print Audit List

Print Batch Log

See Print Log

Purge

See Purge Transactions

Unlock

See Unlock Transactions

Matter Status/Lock

A matter’s status in Juris must be ‘O – Open Matter’ or the entry of time slips will not be permitted for the matter.  The matter’s lock flag must be ‘0 – Allow Time and expenses’ or ‘3 – Allow time, disallow expenses’ or the entry of time slips will not be permitted for the matter.

Import Time Entries

Time may be imported into Juris as long as the time batch information is formatted according to Juris time import specifications. The file must be in current ASCII delimited or CSV (Comma Separated Values) format.

To import time entries:

  1. Select Transactions > Time Entries.
  2. Select Tools > Import from the menu.
  3. Select an import option. This determines what action, if any, is to be taken on the imported file(s) after import is complete.
    • Keep original file name after importing. Select this option to leave the import file in its original location. The file will not be renamed.
    • Rename files after importing. Select this option to rename the imported files, leaving them in their original location. Files are renamed by changing the last letter of the file extension to 0. For example, Importfilename.csv would be changed to Importfilename.cs0.
    • Delete files after importing. Select this option to delete the file. There will not be a way to recover the import file if it is needed later.
    • Move files after importing. (Recommended) Select this option to move the import file to a different location. After selecting this option, click the Browse button and browse to folder where you want to move the file.

    NOTE: The File Type may need to be changed to view All Files (*.*) in order to view and select the appropriate file.

  4. Click OK.
    The import process starts. When completed, the time is inserted in a new, normal time batch.

 

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