Adding Time Entries

Open the case, then select Finances > Time & Expenses > New Time/Expense Entry.

Before you begin

You need Add Time Entries permission and access to a case that allows new work. An hourly item must be available in the finance item catalog.

Create the entry

Confirm the Staff member and Case.
Set Expense Date to the date the work occurred. This shared field also dates time entries.
Select an Activity if the work belongs to a task or event; leave None when appropriate.
Under Time Items, choose the item, describe the work in notes, and enter positive Hours and a nonnegative Rate.
Check the line total: hours multiplied by rate. For example, 1.5 hours represents one hour and thirty minutes.
Use Add More Time for another line. Add overall notes if needed.
Review the totals and choose Save Entries or Save Time Entry, as shown.

After saving

New entries start Awaiting Review. Find them in the case's Time & Expenses list or My Expenses. Recording time does not approve it, invoice the client, or pay the staff member. If the save result is unclear, check the list before submitting again to avoid duplicates.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.