How do I edit time entries?
Go to the Time Tracking section in Matter365, find the time tracking you wish to change.
Click on the arrow to the left of the row to expand the time tracking activity and show it's subitems. Matter365 will create a subitem every time the timer is started and stopped. The Time in each of these subitems can be edited.
Click on the pencil next to the subitem you wish to change.
When you click on the pencil you will get the Edit subitem pop-up window where you can edit the time:
Click "Save" to finish.
In order to bill for their activities, lawyers must track their time and be able to connect it to Matters they worked on. The time that isn’t being tracked will result in missed billings, and that’s never a good thing. For that reason, the time ...
Not all of the billable activities can be tracked by docketing time. Sometimes lawyers encounter expenses they need to cover in favor of the client, and they need to efficiently keep track of them. Creating a new expense There are several ways of ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
How do I edit Activity Codes?
To edit the Activity Codes for your Matters go to Settings > Activity Codes: You can add new Activity Codes, and edit or delete the old ones.
November 2020 Update
02.11.2020. Custom fields You can now add Custom fields for your Matters. Go to Home > Settings > Matter Custom Fields to add a new Custom field. You will see the Custom fields in the Create New Matter window. You can edit the information in Custom ...