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 ...
Can I Upload Trust Check History?
In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
Time Entry Rules
CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected. In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will ...
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 ...
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