Edit a Time or Expense Card

You can edit a timecard, whether it’s billed or unbilled, provided you have the necessary permissions. However, once an invoice is finalized, you would need to unfinalize the timecard to make any required changes.

• Unbilled timecard: You have not billed the timecard yet.
• Billed timecard: You have billed the timecard.

Unbilled Timecard

From Matters

To edit an Unbilled timecard:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter, or single-click the matter to highlight it.
3. Scroll down to view the matter details.
4. By default, you’ll see the matter summary. Click on the Billing tab.
   
5. On the selected Time/Expense, double-click the timecard which will appear in the right-hand column; scroll up to view all the timecard details. You can also single-click it to highlight the timecard, then click on the 3 dots to the right of the timecard and select Edit.
6. On the Edit Time screen, make your edits.
7. Click Save at the top.
   

Billed Timecard

From Matters

To edit a Billed timecard:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to view the matter details. You can also single-click it to highlight the timecard, then click on the 3 dots to the right of the timecard select Edit, and scroll down to view the matter details.
3. By default, you’ll see the matter Summary. Click on the Billing tab. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
   
4. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right of the timecard and select Unfinalize Invoice.
   Note: Since this Invoice has been finalized, editing is not permitted. You can View/Print the invoice or Unfinalize it first for editing. You can also use the Change/Write-Off option under the Action menu to make subsequent changes/write-offs.
   
5. A screen will appear prompting you to proceed with making the selected invoice unfinal.
6. Click Yes to confirm.
7. You’ll now see the unlocked icon next to this invoice.
8. Click on the three dots to the right of the invoice and select Edit.
9. Click on the pencil icon to the right of the timecard you’d like to edit.
   
10. On the Edit Time or Edit Expense screen that opens, make your edits.
11. Click Save.
12. Repeat steps 9-11 for other time or expense cards as needed.
13. To recalculate your invoice, click the blue Generate in the top right.  The unpaid invoice will be saved.