Enter time in Bulk from the Time Tracking tab within the black ribbon. Adding time in bulk can help with efficiency and consistency when entering time.
Video Tutorial: How to Use the Bulk Time Entries Feature in Firm360
Enable the Bulk Time Entries Feature
Under Settings in the Time Tracking Section you will need to enable this feature. After toggling on Enable Adding Time Entries in Bulk, Scroll all the way down to the bottom of the screen and Click Save. (Please note, you will need the role of ADMIN in order to update the Settings tab in the black ribbon to toggle and "Enable Adding Time Entries in Bulk" on.)
How to get started entering Bulk Time Entries
- Navigate to Time Tracking in the Black Ribbon
- Click on the Bulk Add Time Entries Button
Entering Time in Bulk
- Switch to Single Entry: This option will change your Time Tracking screen back to Single Entry mode from Bulk Entry
- Client: Enter 2 or more characters to bring up a specific client
- Project: Active Projects for this client will appear in the dropdown
- Task: Task field is optional unless the Project Requires Task Selection for Time Entries
- Category: Enter the Billable Category
- Type" Enter the Billable Type
- Description: Enter any description explanation for this time entry
- Weekly Dates: This shows the selected date range. Dates will be shown based on selected weeks in Weekly Summary. Changing the date in the Weekly Summary will change the dates for Bulk entry and will retain any hours entered in previous weeks to Save all time entries at once.
- Hours: Enter a number in this field, it will store that as the number of hours worked on that task. (Example Values:.25, 0.5, 1, 1.75)
- Total: All the hours Entered for this client will be Totaled
- Add Row: A new Time Entry Row will appear so that you can enter time for multiple clients at once or just a different type of time for the same client.
- Trash icon: This gives you the ability to delete all the time entries in this line item
- Save: Save all time entries with one click
Note: You may need to Scroll the bar to see all field boxes.
Important Notes:
- Adding Time: The bulk addition will increase the total time logged; it will not overwrite or replace existing entries. This process is additive, not an edit.
- Editing Time Entries: If you need to modify any time entries after adding them, you can edit the entries by clicking the day of the entry and editing it at the bottom of the time tracking page or within the client interface.
By following these steps, you can efficiently manage your time tracking in bulk.
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