Time, Fees and Expenses > Setting a default profile for Fees and Expenses

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Setting a default profile for Fees and Expenses

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Before you can use the Import Fees and Expenses feature you must enable a default profile.

 Go to Firm Settings in the left pane, click on Time > Import to display the Firm Settings Time/Fees and Expense Import dialog.

Select default profiles from the pull-down lists in the Time/Fee entries and Expense entries fields.

Click OK to complete the process.

Related Topics

Time, Fees and Expenses

Creating Time Entries

Working with Time Entries

Creating and working with Expense Entries

Managing edits to time entries

Importing Fees and Expenses from CSV

Reviewing Time Entries & Expenses

Searching Time Entries

Mass change to Time Entries