How to post Daily Log data
After you've filled out a day's worth of entries in the Daily Log,
you need to post them to their respective Job Sheets by choosing
, or by clicking
the Post Data icon in the toolbar.
When you choose this command, TimeCache warns you if you have
entries with no billing categories assigned. TimeCache does not
post entries unless they have a client, project/matter and billing
category assigned. If you have Daily Log entries that do not have
billing categories, you can cancel the procedure and add billing
categories at that point if desired.
After your entries are posted, TimeCache asks if you want to change
the date. If you do, TimeCache clears the Daily Log entries. If you
were warned that there were entries with no billing categories
assigned, TimeCache does not ask if you want to clear the Daily Log
to avoid deleting incomplete entries that you may want to
post.
You can also set TimeCache to clear the Daily Log every time you post data.
Posting only some Daily Log entries
Another option is to post only entries that have been checked at
the far left of the Daily Log list. You post only marked entries by
choosing . When you choose this option, TimeCache posts any
entries that have been checked, and then deletes them from the
Daily Log. It does NOT prompt you to change the date after
successfully posting them.
Watch out for duplicates!
Posting data more than once for any date adds that data to previous
entries on Job Sheets. It does NOT replace data previously entered
for that date. When you post data, TimeCache first checks to make
sure you haven't already posted entries for the date appearing in
the Daily Log date field. If you have already posted entries for
the displayed date, TimeCache warns you about duplicate entries
before proceeding and asks you to confirm that you want to add the
current batch.
You can set TimeCache Preferences to protect
against duplicate dates. When you do, any time the Daily Log
date is set to a date for which you have previously posted data,
TimeCache disables the command
in the Daily Log until you either change the date in the Daily Log
to one which has not had dates posted, or you choose from the Daily Log menu. In
addition, the Post data icon in the
Daily Log toolbar is disabled and shows a warning to remind you
that the Daily Log is set to a date for which you have already
posted entries.
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