↩️ Release Notes: Edit Entries Post Release (Aderant and 3E only)

Overview

The Edit Entries Post Release feature enables timekeepers to make corrections to time entries after they have been released to the Practice Management System.

Key Capabilities

• Unrelease entry capability via Timesheet and Time Control
• Entry modification workflow with intelligent re-release to ensure (1) Updates are applied to existing time cards in the Billing System and (2) Only entries that can be edited will be allowed to be updated.

Supported Workflows:

Timekeeper-Initiated Edit (Timesheet)

1. Select released entries
2. Amend with one click
3. Edit as needed
4. Re-release with automatic PMS update

Timekeeper-Initiated Edit (Time Control)

1. Navigate to Time Control
2. Select entries
3. Unrelease
4. Edit and re-release

Admin-Initiated Edit (Time Control)

1. Select entries on behalf of timekeeper
2. Unrelease for editing
3. Entry becomes available for timekeeper or admin editing
4. Re-release with intelligent PMS updating vs. having to delete the entry

If you want this turned on for your firm, please get in touch with Laurel and we can make this happen.

❓ FAQs

Will this feature create duplicate entries in our PMS?
No, the feature includes built-in logic to identify and update existing entries rather than creating duplicates.

Will this feature delete entries in our customers billing system?
No, we will not delete entries in the billing system. Only provide the ability to amend them

What happens if an entry is no longer editable in the PMS?
Users will receive an error message, and the Laurel entry will be updated with the PMS entry details to maintain data alignment.

Which PMSs are supported?
Initially 3E and Aderant.

Will this feature be available in Timesheet and Time Control?
Yes, users can do it in either view