How do I change a Time Record from Billable to Non-Billable?

When you see list of the time records you can easily identify whether it is billable by its icon

Billable Time Record will show with following icon

Non-Billable Time Record will show with following icon

One can edit time record in all views as long as the time record is not locked, here we will give an example how to edit inside the “Journal”-view.

To change your Time Record from Billable to Non-Billable at Main Card, please follow below steps

Go to Main Card > Time Records View.

If you are a Case Manager in a Case you will see a switch for “My Time” and “Manage Time”, ensure “My Time”-view is selected, then select “Journal” section.

Otherwise just select “Journal” section.

You will see list of your Time Records, click at Billable icon of specific Time Record you want to make change

Please note that you can change Billable status only for Time Record which is not included in the Invoice

Your Time Record will be switched to be Non-Billable

To change your Time Record from Billable to Non-Billable at Case Card, please follow below steps

Go to Case Card > Time Records View.

If you are a Case Manager in a Case you will see a switch for “My Time” and “Manage Time”, ensure “My Time”-view is selected, then select “Journal” section.

Otherwise just select “Journal” section.

You will see list of your Time Records, click at Billable icon of specific Time Record you want to make change

Please note that you can change Billable status only for Time Record which is not included in the Invoice

Your Time Record will be switched to be Non-Billable