Objectives
- Specify the default time entry status for matters
Steps
Users can specify the default status for time entries in general, whether they should be billable or non-billable by default. This can be configured in the system settings under setup and configuration, where you can set the desired value on the default values page.
However, users can also apply different settings for each matter. Even if a default value is specified, it can be changed at the matter or case level.
To do so, open the time entries page and click on the Currency icon located on the top right. From there, you can change the default time entry status for any time entries to be added to this specific matter.
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