Entering Time and Expenses for Another Staff Member

The Staff field identifies whose work or cost the entry represents.

Choose the correct person

Open the new time and expense entry form from the relevant case.
Check the Staff selection before entering lines.
If you have the required management permission, select the person whose work or expense you are recording.
Confirm the date, item, hours or quantity, and rate for that person.
Save and inspect the resulting entry to verify its staff assignment.

When the selection is fixed

Without Edit Expenses or Approve Expenses permission, the form limits the staff selection to yourself. Add Time Entries or Add Expenses is still needed for the corresponding type of new line. Permission to enter another person's work does not automatically grant access to every case.

Correcting a staff assignment

Use Edit on an eligible entry and correct Staff, then Save Changes. Approved, paid, invoiced, or payment-slip-linked entries can require additional correction steps before editing is allowed. Changing the staff member can affect who is paid, so verify the applicable rate and do not simply create a duplicate under the correct person.

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.