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Sorting and Filtering Time and Expense Entries

You can sort and filter your Time Entries by using:

  1. The Time and Expense icons
  2. The date range selector
  3. The keyword search
  4. The filter options
  5. The table headers

To choose whether you want to display all Activities, or only Time or Expense entries, use the icons on the left side of the menu.

To select a date range, enter in the start and end dates manually, or use the quick filter options.

To filter Activities based on keywords found in the Activity Category or Description, use the keyword search bar.

To access the filtering options (firm user, billed or unbilled status, Matter, and Activity Category), click the Filters button.

You can also order the time entries by using the header bar. Click on the field you would like to re-order the time entries by:

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