Editing Activities

Question 1

Any Activity entry that has been created can be edited easily as long as the entry is unbilled (i.e. not on an approved Bill)

Answer 1

Editing can be initiated from the main Activities page, the Activities tab within a Matter, or Timekeeper listing in the blue ribbon. Entries in the list that can be edited will display an Edit option in the Actions column on the left side. This will bring up the same window you see when you create your Time or Expense and you can adjust as needed

Question 2

Deleting Activities

Answer 2

Deleting can be performed similarly by clicking the down arrow next to the Edit option. Again, the entry must be in an unbilled state for the option to be available. This prevents any discrepancies between what is logged in the Matter and what is billed to the client