Home Screen: Time & Expense Area

 

Time and Expense Area

Smokeball allows you to keep track of time and expense entries. If you are used to a manual time/fee or expense entry, it's easy to start making those entries in Smokeball. It is possible to create time and expense entries from the home screen, but best practice is to create them from an individual matter. If you do enter time and expense entries from the home screen, make sure you associate a proper matter.

In case you were not aware, Smokeball's Activity Intelligence helps keep track of everything you are doing in Smokeball. Don't miss an important activity by utilizing Activity Intelligence or Finder. See Creating Time Entries from Activity Intelligence for more information on saving time creating time entries.

How to Enter Time and Expenses on Home Screen:

1. Select the "Time & Expenses" area from the Smokeball Home Screen

time_and_expense_tab.png

2. Create a Time/Fee Entry

  • (1) Enter the date for the entry
  • (2) Enter an appropriate matter
  • (3) Enter a subject of what was completed. Note: You can set up activity codes to help quickly enter time/fee entries as well as add a description (optional)
  • (4) Enter the amount of time (Hrs) or fixed fee amount and click save

time_entry_global.png

3. Create an Expense Entry

  • (1) Select a date
  • (2) Associate a matter
  • (3) Enter a subject for the expense. Note: You can create activity codes for expenses for quick entry and add a description (optional)
  • (4) Enter a quantity and price

expense_entry_global.png

4. You can also create a quick Time/Fee or Expense entry

  • (1) Enter Matter
  • (2) Enter Subject or use created activity code
  • (3) Enter Duration
  • (4) Add either time or expense

quick_entry_global.png

Did you know

  • To change the date of a time or expense entry on the global area, click on the date

global_change_date.png

  • On the bottom of the Time & Fees tab, you can see an activity chart for the month

global_chart.png

  • You can print or export Time/Fee or Expense entries 

print_or_export_time_entries.png

  • You can choose to make time and expense entries as billable of non-billable by checking the box billable.png
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