Can I Upload Time Entries and Expenses from a Spreadsheet?
You can now easily import a spreadsheet with time entries and expenses through your Zola Suite account without the assistance of Zola’s migration team. Contact us for copies of these import templates.
Once you have filled out your Time or Expenses within the template, use the Import option available in the Time and Expenses section. This can be done directly within the Matter, or from the general Time page.
Templates require the data filled in to match the data you have in your Zola Suite Account. This includes Matter No.'s, timekeeper names, and Work Types.
If time is NC or NCDS, put a T to indicate True, or F to indicate False
If you are looking to move multiple time entries from one matter to another, you'll want to make sure you copy the 'Actual' time column from Zola Suite and paste it as the duration in the import template. Zola Suite will automatically use the increments set on the matter level to fill in the 'billable' time column in Zola Suite upon import.
If the expense is Billable, enter True. If it is not billable, enter False.
If any of the data is not accepted, Zola Suite will provide you with the records that failed to upload. There is an option to download only the failed records and update them.
How Do I Print All Time Entries for a Matter?
You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
How Do You Filter Time Entries by User?
If you are looking to see all Time Entries entered by a specific user you can do so by using the Advanced Search in the Time section. You can also utilize the other filters to make your search even more granular. To use the Advanced Search: Go to the ...
Can I Turn Off Automatic Time Entries For Emails?
By default, Zola Suite starts a timer automatically when you draft an email associated with a matter and then generates a Time Entry for each message. However, you also have the ability to review and edit the Time Entry prior to saving it or turn the ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
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