Get started with CasewareCloud Time - Staff

Before you get started with CasewareCloud Time, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

• Measure productivity

• Review engagement costs

• Compare engagement costs

• Submit time entries

• Submit expense entries

• Submit entries for other staff members

• Automate time entries based on time in a file

• Automate time entries using your calendar

• View and finalize pending entries

• Send email reminders to finalize entries

• Track WIP in Caseware Cloud

• Draft an invoice

• Create recurring invoices

• Create invoice templates

• Create an invoice from a template

• Change the appearance of default invoices

• Send an invoice to a client

• Create a final invoice

• Export invoices to QuickBooks Online

• Export invoices to Xero