00:00: Hey there!
00:00: We're so excited to share this tutorial with you!
00:03: It’s all about how to easily set up and use our fantastic time entry posting
00:08: feature.
00:08: This new tool is designed just for you, to help
00:11: make your billing process smoother and more accurate.
00:13: You’re going to love how it improves your efficiency!
00:17: This tutorial will guide you on configuring and utilizing our time posting option.
00:25: Start by heading to the top right corner and diving into firm settings.
00:29: You will need administrator privileges to get there.
00:33: Next, click on the billing and accounting header.
00:36: Dive into billing options.
00:38: Locate the checkbox for creating new time
00:40: entries in draft unposted mode, marked as new. Just tick that on.
00:48: Scroll down to the bottom right corner and just make sure you hit update to change
00:52: the setting.
00:53: Now that we’ve got the settings all set up, let’s jump into creating some time
00:57: entries.
01:01: I’m heading back to the dashboard since it’s a good spot, but feel free to do this
01:05: from the time section too.
01:06: Use the quick add option or hit the plus sign in the green banner to make a new time
01:11: entry.
01:12: Now, just like with our old time entry, you’ll still need to give a matter, a date,
01:16: a duration, a type of work, and a narrative.
01:27: Confirm the timekeeper and the rate.
01:30: Now, at the bottom of the screen, you can hit save and close or save and new.
01:36: Once you save, you can post your entry. Just so you know, after you post, you can't
01:41: edit the time entry anymore, but it can still be included in the invoice generation
01:45: process.
01:54: Click the Save & Close button to finalize your time entry and exit the creation
01:58: screen.
01:59: Check out our time entry table, and you’ll spot an extra column showing whether
02:03: entries are posted or unposted. Plus,
02:06: there are filters on the top left for that too.
02:11: Select the time entry and, using our multi-select option, proceed to post your time to
02:16: inform everyone that it’s ready for billing.
02:21: Mark the selected time entry as ready for billing;
02:23: no further edits will be permitted.
02:28: When prompted with "Are you sure you want to post this entry?" simply confirm to
02:32: proceed with the posting.
02:34: Using the edit function
02:35: lets me check the entry before posting it or, if I need to, un-post the time entry.
02:43: Use the same edit function to go back and repost the entry.
02:48: This has been a demonstration of how to use our time entry posting feature in Carrot
02:52: Legal.
02:54: Now you can immediately start using the new time posting feature to streamline your
02:58: billing process. For additional support and detailed guidance,
03:01: visit our help center or contact customer support. Adopting
03:05: this feature is straightforward and designed to enhance your workflow with minimal
03:09: effort.