After timecards are submitted, they are scanned for OCG violations. If there are no OCG violations to resolve, they can then be released. When timecards are released, they will start the process of being prepared for billing.
For more information, see Timecard Statuses.
To release individual timecards:
- Ensure the desired timecard has been submitted.
- Select the timecard by clicking its corresponding icon. The available actions appear at the top of the screen.
- Click Release. The Release Time overlay displays.
- Click OK.
To release timecards in bulk:
- Open the hamburger menu.
- Select Release Time.
- Choose the desired date range of time to be released:
- Release everything including today’s time
- Release everything except today’s time
- Release everything except today’s and yesterday’s time
- Release everything from last week or older
- Release everything from last month or older
- Click Release Time.
Editing Released Timecards
Timecards may be edited up to the point that they are on a prebill.
To edit a Released timecard from the My Time screen:
- Click the time entry to edit. The Edit Time screen displays.
- Edit the desired fields. The fields available for editing are dependent on the configuration of your firm’s Time and Billing system.
Note: Fields that cannot be edited will be greyed out.
- Press Save.