What is Time and Material Report?
The Time and Material Report is used to generate invoices based on the time spent on a case and any related expenses.
For example, if a lawyer has logged 30 hours on a case, this section allows you to create an invoice for the client.
It helps in billing clients accurately by including time worked and any expenses incurred.
Create a New TM Report
1. Click “Management”, then “Time & Material Reports” on the main menu. Once you enter the module, click “+Create New” button.
-
2. Once the tab is opened, fill the fields especially the required ones with a red sign next to them and click “Create New Time & Material Report” button.
3. Edit the lines if necessary, then click “Create” button.
IMPORTANT!
When creating a Time & Material Report, if a user who had Time Entry on that Matter is not on the report as a Member, please check if there is a seniority level and rate for this user on the related Hourly Rate List. You can check seniority level by clicking “Management” after that click “Billing Preferences” to check for seniority level.
Please also make sure that the employee has a card of their own in HR Management > Employees section so that the correct hourly rate list for the employee to appear on reports.