Objectives

• Log and Track Time entries to contracts and agreements /documents
• Add expenses to contracts/documents

Steps

• Time Entries:

In LEXZUR, time can be logged recorded manually by clicking the quick New button Create button and selecting "Time entriesentry" or automatically by using the timer embedded within App4Legal.

You can also log time using the time entries tab of the contract or document. 

Image Removed

Image Added

To There are some mandatory fields to add a new Time entrytime entry, you must fill out the following mandatory fields: Type, Contract /Documentname, dateDate, Effort, and clientClient name.

Image RemovedImage Added

• Type: The type should be the contract/document to which the time is logged logged.
• Contract/Document: Enter the contract/document name or ID.
• Effort: Time logged in hours. The system will automatically calculate the Time in hours when using "Manage Timer". 
• Client: Whenever the time entry is billable, the Client client associated with the contract is required.

Additionally, using the Timer feature, the system will calculate the time automatically in hours and add the effort accordingly.

Image AddedImage Added

Click on the Timer in the main menu to start. You will be asked to choose the type, like Contract/Document, specify the contract name, and you can add the category and comments.

Once you end the timer, the recorded time will be added to the corresponding time log page.

• Expenses:

From the Expenses tab within each contract/document, click on Actions to add a new expense.

Image Added

You must fill out the following mandatory fields: Expense Category, Payment Method, the Paid Through Account, Amount, and Paid on Date.

Image Added

Additionally, from the Expense Allocations tab, you can relate the expense to the contract you are dealing with and expenses may be internal or client-related, which are either billable or non-billable. 

Once you record all the expenses related to the contract/document you can preview them in the grid, and you can export them into a spreadsheet for other reporting purposes.

For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!