Set up time in lieu

See Add a timesheet entry for more information.

Use the Paid Non-billable Time report to monitor your time in lieu balance.

To set up time in lieu follow these steps:

1. Activate negative timesheets - contact our support team to request this activation. They will inform you when the activation is complete.
   

2. Ensure you have set up your standard hours.
   

3. Ensure your timesheet entry method is set to units.
   
4. Enter your opening time in lieu balances, if applicable:
   1. ClickPractice Manager > My Timesheet OR My Timesheet in the top menu.
   2. Click the Calendar button and select a date prior to your activation date - this will ensure the timesheets do not show up in reports moving forward.
   3. Select Non-billable/Paid Non-billable as the Entry Type.
   4. Select the Quantity of your opening time in lieu balance units - it may be positive or negative.
   5. Select LIE- Time in lieu as the Activity Code.Type a Comment, such as "Opening time in lieu balance".
   6. Click Save.
      

Example 1: if you owe hours, so your opening time in lieu balance is a debit. Therefore, select a positive unit. If the opening balance exceeds 24 hours, you will have to enter timesheets for a number of days.

Example 2: you have accrued hours in lieu, so your opening balance is a credit. Therefore, select a negative unit. If the opening balance exceeds 24 hours, you will have to enter timesheets for a number of days.