When you've wrapped up your day's work, it's time to take the final step: submitting (or releasing) your entries to the billing system. This crucial process ensures that all your hard work is accurately logged and accounted for, keeping your records up-to-date and precise.
There are two things you need to know about releasing your time:
You can only release entries marked with a green checkmark
Once an entry has been released it cannot be edited or undone
💡 Tip: Releasing your time teaches our Machine Learning to make Initiative predictions on your future Groups. The more you submit time, the smarter we become!
Note: If your Work Activity is open, this button may appear as a green paper airplane. Close the Work Activity to view the full button.
Release Your Entire Day
Click ‘Release Day’ in the top header of your Timesheet. If your Work Activity is open, this button may appear as a green paper airplane.
Make one final review of the entries you are submitting
If you are satisfied, click ‘Release Entries’
Release Single or Multiple Entries
Select the entry or entries you want to submit
Click ‘Release Entry’ in the top header of your Timesheet
Complete a quick review of the entries you are submitting
If you are satisfied, click ‘Release Entries’
Release Across Multiple Days
Click the arrow to the right of the 'Release Day' button and select 'Release Multiple Days'
Use 'Search Entries' to select the entries you'd like to release. You can also filter by date, matter, and entries that are in the 'Ready to Release' state.
Click 'Release'
Is there anything else I should know?
📝A couple of points we want you to be aware of:
Your entries will never be released without your approval.
Released entries will be highlighted green and are no longer editable.
Be aware of the unreleased time filter to your Timesheet. This will hide all of your submitted entries, and bring all unreleased entries to the forefront.
If you see a green circle with a white checkmark, your entries have been successfully released to your billing system. It may take some time for them to appear, but there is no further action needed on your end.
If you see a green clock, your entries are pending release. Make sure to check back later to ensure the release was successful.
📝 Check out this article for more information on release validation.