Adding Timeslips

From PikaDocs

To add a time slip, choose "New Time Slip" from the left-side menu on the Pika home page or "Time Slip" from the Quick Links menu at the bottom of any other screen. In the "Summary" field, enter a brief description of the work to be billed. In the "Notes" section, enter all details of the work to be billed as required by your organization.

In the second column, in the "Hours" field, enter the number of hours to be added to the time slip. You can enter fractions of hours using decimal points (i.e. 3.5) and your hours will automatically be rounded up to your organization's default billing interval. For example, if you enter 3.15 and your organization bills by the quarter-hour, your time will be recorded as 3.25 hours.

The "Date" field will auto-fill with today's date as the default. If you are entering hours from a previous day, you can change this date manually.

Like the Date field, the "Start Time" field auto-fills with the time you opened the new time slip. You may also change this manually if you want to back-date your time slip.

If your organization requires it, choose an option from the "Type of Activity" drop-down menu. Choices for the drop-down will vary by organization, but most contain descriptions of common activities such as telephone calls, off-site work, hearings, or meetings. If you have any questions about which activity type to use, contact your Pika administrator.

The "Staff" field will auto-fill with your name. If you are entering a time slip for another member of your staff, choose his or her name from the drop-down menu.

If the hours you are entering pertain to a specific case, select the case number from the "Case" drop-down. All cases on which you are named as a primary or secondary counsel will appear as options on this menu. If you are billing general hours not pertaining to a particular case, you may leave this field blank.

The "Funding Source" drop-down menu should display all available funding sources for your organization, if applicable. For example, if you know that the case is being funded through HUD, choose "HUD - FHIP" as the funding source. Funding sources vary by organization, so check with your organization's Pika administrator if you are unsure of the protocol.

After entering all information for the time slip, you may choose to complete another slip by clicking the "Save, Add Another" button. If you are finished adding time slips, click the "Save and Close" button (Important: You must click 'save' before moving on to a new Pika screen to avoid losing your work). If you do not want to add your time slip to the system, click the "Cancel" button.

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