How to Access Quick View and Review Timelogs

13 STEPS

1. This tutorial will walk you through navigating the Payment Quick View.

To begin, navigate to the Reporting section in the left navigation menu and select Reports.

2. Click Quick View

3. The Upcoming Due tab populates a list of your upcoming charges.

4. Once the list is generated, use the filter options at the top to refine and organize the data according to your needs.

5. You can filter by a specific workspace or select multiple workspaces if you manage more than one.

6. Filter by an individual job or select multiple jobs.

7. Filter by a specific assistant to view an isolated report.

8. You can also filter by a specific country

9. To review a specific upcoming charge in detail, click directly on the amount on the right side.

10. Here, you will see the daily timelog breakdown, total hours logged, the hourly rate, and any applied fees.

11. You can also export your Upcoming Due report—simply set your preferred filters before exporting.

12. Click Custom Report to download.

13. That's it. You're done.