Cloning a time entry can be helpful in a number of different ways.
Index:
Why clone a time entry?
Cloning a time entry offers several benefits to a firm:
Time saving - Instead of creating new entries repeatedly for identical tasks or clients, cloning streamlines the process, saving time across the board.
Multiple Users - Multiple users can clone entries to report the same time spent on an item.
Different Case - Adjust Contact/Matter details easily when cloning entries.
Different Day - Clone time entries to record the same duration on different days, simply adjust the date.
What Cloning a Time Entry Does
Cloning a time entry essentially replicates all aspects of the original entry. It duplicates the minutes or hours spent, the rate of that entry or user rate, and also clones the date and user who created the initial entry (unless altered). Furthermore, cloning duplicates any notes in the description box of the time entry. The cloned time entry will also be linked to the activity the original time entry was linked to (if it was linked to an activity).
How To
This section will guide you through the steps to clone a time entry.
1) Navigate to the Contact or Matter that holds the original time entry. Additionally, you can go to the Time Entries grid that houses all time entries.
2) Click on the "Time" tab for that Contact or Matter.
3) Hover over the time entry you wish to clone and click on the "clone" option.
4) From here you can scroll to the bottom and save right away
Or
You can make any necessary adjustments, such as, assigning to a different Contact or Matter, changing the user it was billed by, or the date.
5) Click the "Save" button.
What Happens Now?
Now that time entry has been duplicated within the system, and will retain all the same information as the original.
Common Questions
1) What if I already billed the time entry I want to clone?
A: When cloning a time entry that has already been billed, the clone will be considered new and be marked "billable" in the system instead. You have the option of changing this entry to 'Non-Billable' within the clone time entry modal before saving.
2) Can I tell if an entry has been cloned?
A: No, a cloned time entry will look exactly like it's original and will not have any indicator that it was cloned.
3) Can I batch clone time entries?
A: No, we are unable to select multiple time entries and clone them. Only one entry at a time may be cloned. However you can clone a time entry as many times as you'd like. If you'd like to create many time entries at once, we recommend learning about Multiple-Time Entries here.
4) Can I edit a cloned time entry?
A: Yes! A cloned time entry will behave just like a regular entry, it can be edited and adjusted however you need.
Any additional questions or concerns please don't hesitate to reach out to our support team and we'll be happy to help.
Enjoy!