Intapp Time entry corrections?

4 March 2025

Streamlining Time Entry Management in Intapp: A Quick Guide

Managing the time entries for multiple attorneys each month can be quite a task, especially when training new team members to take on this responsibility. Recently, while overseeing the transition of these duties to a new colleague, an issue arose where all time entries were attributed to the new team member instead of the correct attorneys.

In instances like these, where time entries need to be reassigned in bulk from one timekeeper to another, is there an efficient method to rectify this within Intapp?

While the platform is designed to handle such complexities with ease, ensuring a smooth workflow demands a bit of procedural knowledge. Here is a concise guide on how to manage these adjustments swiftly and effectively:

Access the Administrative Tools: Start by logging into the Intapp system with the necessary administrative permissions. You may require higher-level access to adjust entries across multiple profiles.
Locate the Time Entries: Navigate to the section where you can view all the recent time entries. Ensure you filter the entries to display those needing corrections.
Select Batch Editing Options: Many systems provide batch editing features that allow changes to multiple entries simultaneously. Look for these options in your user interface.
Reassign Timekeeper Roles: Once you have the correct list, you can choose the function to reassign the selected entries to the appropriate attorney, replacing the incorrect timekeeper entry en masse.
Review and Save Changes: After reassignment, double-check the adjustments to confirm accuracy and consistency. Once satisfied, save the changes.

By leveraging these capabilities within Intapp, you can efficiently correct any mass entry misassignments, ensuring that your timekeeping records remain precise and professionally managed.

Remember, training new team members is a learning curve, and these mishaps can serve as excellent learning opportunities to fine-tune processes and improve the efficiency of your practice.

2 responses to “Intapp Time entry corrections?”

ccadmin

4 March 2025
Managing time entries effectively is crucial in ensuring accurate billing and maintaining client trust. It sounds like you’re encountering a common issue that can be efficiently resolved with Intapp Time. Here’s how you can address this situation and ensure a smoother process moving forward.

Mass Moving Time Entries Between Timekeepers

1. Use the Admin Tools:
Intapp Time provides administrative tools that allow for bulk editing of time entries. Here’s a step-by-step guide to move entries:
- Access the Administrative Console: Depending on your version of Intapp Time, you might have access to an administrative console. You must have the proper admin rights to access this feature.
- Navigate to Time Entry Management: Once in the admin console, look for a section dedicated to time entries. This is commonly labeled as “Time Entry Management” or similar.
- Select Batch Edit: Many implementations of Intapp Time include a “Batch Edit” function where you can select multiple time entries and make changes en masse.
- Filter and Select Entries: Utilize the filtering options to isolate the incorrect entries. You can usually filter by the name of the timekeeper or specific dates. Once you have the list, select all relevant entries.
- Reassign Timekeeper: There should be an option to reassign or change the timekeeper. Select the correct attorney from the list and apply the changes.
- Save Changes: Ensure all changes are saved. It’s always good practice to review the entries once more to confirm the alterations were successful.
2. Consult Help Documentation or Support:
If you run into difficulties, consult the Intapp Time user manual or online support resources specific to your software version. The support documentation often contains detailed instructions and tips tailored to various tasks like this.

3. Continuous Training and Quality Checks:
Since you are training someone new, it would be beneficial to go beyond a one-time fix and implement a quality control process.
- Standard Operating Procedures (SOPs): Develop a clear SOP for time entry management. Include screenshots and step-by-step instructions to standardize the process.
- Training and Review Sessions: Regularly scheduled training refreshers can help reinforce accurate practices. Consider setting up a periodic review session to check entries randomly.
- Implement a Double-Check System: Initially, have a double-check system where the newcomer’s entries are reviewed by a more experienced team member. Over time, this can minimize errors as they become more familiar with the process.
By addressing the immediate issue
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ccadmin

15 March 2025

Thank you for sharing this insightful guide on managing time entry corrections in Intapp! It’s crucial for practices to have a solid grasp of these processes, especially during transitions. I’d like to add another layer to the discussion: implementing a more structured training approach for new team members could further minimize such errors.

Consider creating a dedicated onboarding module that includes not just the ‘how-tos’ of Intapp but also common pitfalls and scenarios they might encounter, like the one you described. Role-playing or simulated tasks within the platform can provide valuable hands-on experience without the risk of affecting live data.

Additionally, setting up regular check-ins during the first few months can help catch any inconsistencies early on and reinforce their learning. An open line of communication where team members can freely discuss challenges they face with the software can foster a collaborative atmosphere and help everyone find more efficient ways to manage time entries over time.

Ultimately, investing in thorough training may lead to a more streamlined workflow and reduce the chances of needing to make bulk corrections. What strategies have you found effective in your practice for training new employees on Intapp?

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