Linking Time and Expenses to Updates and Activities

Links help reviewers understand the work behind a financial entry.

Add entries from an update

When creating an update, select Add time & expenses after saving if offered.
Save the update and complete the time and expense form that follows.
Alternatively, open an existing update and use Time & Expenses > Add Time & Expenses.
Confirm the case, date, staff, and related activity before saving the entries.

Add an update after recording entries

The entry form offers Create case update after save. After the entries save, complete and save the update form. Selecting the checkbox alone does not finish the update.

Choose an activity

The optional Activity field connects the entry with a task or event on the case. Choose the activity that actually relates to the work, or None if there is no applicable activity. An update provides the narrative, while an activity identifies the planned task or event.

What linking does not do

Writing an update or marking an activity complete does not replace recording the hours or costs. Check the linked Time & Expenses section before adding entries so the same work is not entered twice. Entries still follow review, invoicing, and payment rules.

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.