Delete a Timecard

Delete an Unbilled Timecard

From Matters

To delete an Unbilled timecard from matters:

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.
6. From the drop-down, Select Delete.
7. The Delete Time/Expense message box displays: Are you sure you want to delete the Timecard?
8. Click Yes.
   The listing updates with the timecard’s deletion.

From Billing

To delete an unbilled timecard from Billing:

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Time & Expense.
3. On the Time & Expense screen, select the timecard you wish to delete and click on the 3 dots to the right.
4. From the drop-down, Select Delete.
5. The Delete Time/Expense message box displays: Are you sure you want to delete the Timecard?
6. Click Yes.
   The listing updates with the timecard’s deletion.

Delete a Billed Timecard

From Matters

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. Underneath, you’ll be prompted with two options: Time/Expense and Invoice. Select Invoice.
6. Single-click the impacted invoice to highlight it, then click on the 3 dots to the right of the invoice and select Delete.
   Note: All associated billable activities will be saved.
7. You’ll be prompted with the following: “Are you sure you want to delete selected Invoice?” Select “Delete“.
8. Click on the Time/Expense tab to view all billable entries.
9. Click on the pencil icon to the right of the timecard you’d like to delete and select ‘Delete‘.
10. You’ll be prompted with the following: “Are you sure you want to delete the Timecard?” Select “Yes“.

From Billing

To delete a billed timecard from Billing:

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoices.
3. On the Invoices screen, select the invoice you wish to delete and click on the 3 dots to the right.
4. From the drop-down, Select Delete.
   Note: All associated billable activities will be saved.
5. You’ll be prompted with the following: “Are you sure you want to delete selected Invoice?” Select Delete.
6. If the invoice is already paid, you will get a warning message.
   
7. Click Yes.
8. Go back to the Time & Expense screen, select the timecard you wish to delete and click on the 3 dots to the right.
9. From the drop-down, Select Delete.
10. The Delete Time/Expense message box displays: Are you sure you want to delete the Timecard?
11. Click Yes.
    The listing updates with the timecard’s deletion.