Record time on a matter

Add a time entry from the matter's Time & Fees Report tab, read the report, and create an invoice from it.

On this page

Open the matter's Time & Fees Report tab

Open the matter.

Click the Time & Fees Report tab.

Nguyen Holdings - Commercial Lease Review

Edit layout

projects · 06/01/2026

Sub-projects Add sub-project
Add tab

Add an entry

Fill in the row at the top of the tab: Date, Staff, Type, Description, Rate, Duration (Hours) and Billable. A field marked * is required.

Click Add. The entry appears in the report below.

Create invoice
04/09/2026
DateStaffDescriptionHoursRateAmount
03/08/2026James O'ConnorAttended directions hearing1.7$420.00$714.00
01/08/2026Priya SharmaConsidered counsel's advice and prepared file note1.4$480.00$672.00

Read the report

Click By timekeeper, By time or By entries to change how the entries are grouped.

Click All, Billed, Unbilled or Written Off to show only those entries.

Click an entry, or its pencil, to change it.

Time & Fees Report

Every entry recorded

All time
Attended directions hearing$714.00
JO03/08/20261.7h$420/hrBillableUnbilled
Considered counsel's advice and prepared file note$672.00
PS01/08/20261.4h$480/hrBillableUnbilled
Total (2)3.1hGST $0.00$1,386.00

Create an invoice

Click Create invoice at the top right of the tab.

Pick the Debtor. Check the Issue date and Due date.

Tick the entries to include.

Click Create Draft to keep editing it, or Create and Finalise to send it.

Create invoice

Manage invoice template
Rebecca Foster

More than one shows as separate paragraphs on the invoice, one per line.

Client: Rebecca Foster (same as Debtor)

Select responsible partner (optional)...
260504
 
e.g. a project summary or a special payment arrangement to show on this invoice

Shown in its own "Additional details" section on the invoice, below the totals.

04/09/2026
04/10/2026
Trust balance for this matter$3,460.00

Unbilled fees (2/2 selected)

Apportion selected fees

Subtotal (ex. GST)$1,386.00
GST$138.60
Total (inc. GST)$1,524.60
Additional discount on total
0$
Amount due$1,524.60
CancelCreate DraftCreate and Finalise