CaseWare Time | How do I pull a report for extended memos for time and expenses?

  Answer:

• Open CaseWare Time 
• Click on Time Entries as highlighted below 
• Time entries tab will allow you to capture your time and expenses 

• Select the Staff member you are processing time for
• In this example, we are using Staff No: 1234
• In the Time entries screen, select work codes, client, capture time, and add reference

• Click on close when you are done capturing time.

• On the Documents manager, press Ctrl + F.
• On find what type in tj.1 and press tab.
• A time entries report will be highlighted in blue as shown below.

• Right click on tj.1 report
• Select Properties

• Automatic Document Properties tab will pop up
• Document Type select: Time Journal
• Format Select: Detail- Firm
• Make sure with memo’s check box is ticked for memos to appear in the report
• You can filter per specific staff member. In this case we selected staff number 1234
• Click Apply and Open

• The report will be opened per staff member showing all the work they have done

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