Follow this guide to correctly change the initials when entering time for someone else from the Events tab in Matters.
Step 1: Open the Matter Events tab and click on the Event you want to enter time against
Click the Create Transaction button (time entry button) on the relevant event This will open the Transactions window, specifically the Time Entry pane.
The system will automatically begin the time entry, but because you are the person entering time, the initials will display as your own.
Step 2: Update the Initials Field
Locate the field showing your initials on the transaction entry.
Click on the initials field and replace your initials with the initials of the professional for whom you are recording time.
Step 3: Complete Task Code, Unit, Component, Narrative
Select Task Code from the list of available task codes for the matter.
Enter the amount of time spent on the event in the Units field.
Component may be setup to automatically populate but if not, type T in component.
Narrative will automatically populate with the event note, modify if necessary
And that's it! By following these steps, you'll ensure that the time is accurately billed under the correct professional's initials.
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.