All Time Cards for all Denovo system Users are collectively listed under Admin > Organization Time. This provides an organization-wide view of Time. Time Cards can be edited from Organization Time. Time Cards can be Filtered. Time Cards can be exported as a CSV file for Invoicing, and, once Exported, receive an automatic Date Stamp of Last Export for your records. Additionally, Time Cards can be manually updated with Billing Status.
- To Edit a Time Card, navigate to the desired Time Card, and click the Edit Icon:
- Complete desired Edits, then select the Save Button to apply changes, or, select the Reset Icon to clear Edits and return the Time Card to it's original information.
- Organization Time can be filtered to display only the Time Records you are interesting in reviewing.
- Organization Time Filters include Person, Matter, Attorney, Billing Status, Start Date & End Date to display a date range, Export Status, and number of records per page.
- Clicking the Reset button will clear all Filters.
- First, apply any desired Filters to your Organization Time Cards.
- Once all relevant Filters have been applied, and any Edits needed have been made to the Time Card records, you are now read to Export the CSV.
- Click The 'Download Table as CSV' Button.
- In Firefox, a Window will open asking if you would like to save or cancel. Select Save.
- Locate the File from your Downloads and Open it.
- You will see the information exported from Denovo in the CSV. This information can now be used for import into other systems or as a resource for your Invoicing processes.
- The Last Export column on the Time Cards Exported now automatically reflects the most recent CSV Export Date.
- The User (depending on Permissions) can Edit the Time Card to identify the Time Card's Billing Status. Billing Status Options are: Uninvoiced, Invoiced, Do Not Invoice, and Paid.
- To Set the Billing Status for the Time Card, Click the Edit Icon on the Time Card.
- Select the desired Billing Status from the Drop Down Options.
- Select the Save Button to apply Billing Status changes, or, select the Reset Icon to clear Edits and return the Time Card to it's original Billing Status.