To add a new basic timecard, click the Add Time button in the top-right of the iTimekeep screen. Depending on the selected default settings, you may need to fill out each field on the entry for it to be considered complete. Fields include:

• Matter selection
• Work date
• Number of work hours, including start and end times

  Note: The value of the End Time field is automatically filled to correspond to the start time.

• The task that was performed
• Billing codes, as required by the selected Matter
• A description or narrative

Timecards have two Submit/Save options:

• SAVE / SUBMIT +  will save or submit the timecard and open a new, empty timecard.
• SAVE / SUBMIT will save or submit the timecard and close the Add Time window.

When the Matter Search field is activated, suggested matters appear in a list format, ordered according to the most recently use from the past 30 days. The number of suggested matters that appear is dependent on your firm’s billing system integration.

Suggested Matters will also appear when hovering over the Add Timer button. These Suggested Matters are called Quick Timer Suggestions.

If the desired matter is not displaying in the list of suggested matters, you can enter one of the following criteria and press Search:

• Client Name
• Client Number
• Matter Name
• Matter Number

Other timekeepers registered to your firm’s iTimekeep subscription can be tagged on timecards during creation and later editing.

To tag a timekeeper, click the icon at the bottom of the Add Time pop-up window. The selection window opens:

To locate and select the desired timekeeper:

• Click the icon to open a search bar.
• Click the filled checkmark box to select all timekeepers currently being surfaced.
• Click the hollow box to deselect all currently-selected timekeepers.

Timecards can be saved as draft entries by selecting the Save as Draft checkbox.

Drafts will be kept visible at the bottom of the My Time screen, under the heading Older Entries.

Once a timecard is completed, make sure the Save as Draft checkbox is not selected. The Save button will change to Submit if the card was previously a draft. Press Submit to send the entry to your firm’s billing system.

If further attention is required, iTimekeep will display an error and request changes be made prior to reattempting submission.