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Viewing staff activity/billing

  • 23 January 2024
  • 3 replies
  • 42 views
K

I have set up dashboard to view billing and hours for the week/month.

Is there a way to see other staff’s billing and hours?

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Best answer by Sam Stephens 23 January 2024, 02:15

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Sam Stephens
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Hi @Kpitt ,

Currently this is designed to only show your own details.

We’ll take this on as product feedback, though - naturally we’ll need to consider permissions, as some firms may want to restrict the details various users can see.

In your case, are you looking to create a dashboard where you can add multiple widgets - one for each different staff member? Or would you just like to be able to select different staff members on the existing widget?

cheers

Sam

 

Sam Stephens
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Userlevel 5
Badge +1

Hi @Kpitt,

I should also mention, there is a report that might help you, depending on your need.

In Reports, there is a “Time and Disbursements Entries” report that may help.

This will do a breakdown of hours spent per staff member, and you can apply a different combination of filters such as specific staff, matters, and areas of law.

cheers

Sam

 

K

HI Sam,

I’d like to see it as a widget - an at a glance view of how we are tracking as a firm. I wouldn’t mind if it were a separate wiget or on the same one. I just want the ability to be able to see other staff’s hours etc.

Thanks. 

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