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All posts in Timesheet

How to edit/ update any time entry?

Watch the steps. (0:49 Secs) Or, follow the steps below: Logon to Legalxgen Go to Timesheet Go to the timesheet that you wish to edit Go to extreme right column (Action Column) You’ll see ‘Edit’ Click on it That’s it! You may do the changes that you wish to do . . . Read more

How to move timesheet from one matter to another?

Watch the steps. (00:50 Secs)Watch the steps. (00:50 Secs) Or, follow the steps below:   Logon to LegalXGen   Go to Timesheet >> View Timesheet   Apply necessary filters (Client, Matter, User etc.)   Hit on the Export button on the top right.   You’ll see an ‘Bulk Edit’ button . . . Read more

How to Tag others on any timesheet?

Watch the steps. (00:37 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet Go to the time entry, that you wish to tag to other users. In the action column you’ll see an option ‘Tag This Timesheet’. Click on it In the Window Opened, search the users . . . Read more

How to share timesheet with any resource?

Watch the steps. (00:50 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet You’ll see a share icon on the top options. Click on it. In the Share Window you’ll see an option to share by Resource or Matter. Select appropriate option Enter relevant . . . Read more

How to share un-billed timesheet with the partners?

Watch the steps. (00:46 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet In the header you’ll see an Envelope icon to share ‘Unbilled Timesheet’ Click on it In the Window select your desired period. Click on Share. That’s it!! You’re done..

How to import Timesheet?

Watch the steps. (01:35 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet Click on Up Arrow button to launch Import Window. You may download the template and arrange your data accrodingly. Once prepared with your data import the same. You should receive an . . . Read more

How to enable/ disable back dated time entries?

Watch the steps. (12 Secs) Or, follow the steps below: Logon to LegalXGen Go to Application Settings.(You’ll see this button when you click on your name on the top right) Click on the Timesheet tab You’ll se a label Back Date Timesheet Allowed chose the desired option into the adjacent . . . Read more