AdvologixPM

Quick Start Guide: Timekeeper Setup

Updated on

Generally associated with the person performing the work associated with a fee based Billing entry. Advologix Timekeepers can be firm staff, outside counsel or any form of contract labor.

Open the Timekeeper List

Open the Timekeeper List

Open the Timekeepers tab from the Advologix setup screen.

Timekeeper Edit

Timekeeper Edit

Timekeeper Name and Initials

Will identify the underlying person responsible for keeping time and billing under this identity.

Employee or External Resource

These entries are mutually exclusive of one another. The Timekeeper is either a member of the Staff or an External Resource or contractor.

Default Rate

For use when using the Timekeepers default rate.

Overhead

The Timekeeper's cost or overhead. Used for reporting and analytics. Can be in any unit desired for appropriate analytics.

Previous Article Timekeeper Setup
Next Article Non-Licensed/External User Timekeeper Entry