Manage Timekeeper Titles

The Timekeeper Title map associates your internal timekeeper titles with the standardized titles allowed by ebilling vendors.

To set up or change your firm's default set of Timekeeper Titles:

1. From the Main Menu, go to Configuration.
2. Click Configure eBillingHub.
3. Click the Configure System tab.
4. Click the Manage Timekeeper Titles link.

5. Click the Edit link.

• The table on the left displays your local timekeeper titles and their current associations.
• The table on the right displays the timekeeper titles currently supported by eBillingHub.
• Add a mapping.

7. Do one of the following:

• Click on a local timekeeper title from the table on the left and click on the appropriate title from the table on the right to add a new association or to change an existing one.
• Click to remove a particular association.

8. Click Save when you are finished to save your changes.

To add a Timekeeper Title Overrides Mapping:

1. Click Add. The following window displays.

2. In the Search locally by Timekeeper ID or Search locally by Timekeeper Initials fields, type the timekeeper’s ID or initials and click Search. The Timekeeper table displays.
3. Select the timekeeper that you want to map and select the new timekeeper title from the Valid Timekeeper Titles table.
4. In the Start Date and End Date fields, type the date range for this mapping to apply.
5. Optional:

• Map a Client:

When you select a timekeeper in step 2, click Show Clients. The Hide Clients section displays:

1. In the Search locally by Client ID or Search locally by Client Name fields, type the client ID or client Name as it is stored within your time and billing system and click Search.

2. Select the client from the list.

• Map a Matter:

When you select a timekeeper in step 2, click Show Clients. The following window displays:

1. In the Search locally by Client ID or Search locally by Client Name fields, type the client ID or client Name as it is stored within your time and billing system and click Search.

2. Select the client from the list.

3. Click Show Matters.

4. In the Search locally by Matter ID field, type the matter ID and click Search.

5. Select the matter from the list.

6. Once all of the appropriate mappings have been made, click Finish and then click Save.

To set up or change your Timekeeper Title map for custom set:

1. From the Main Menu, go to Configuration.

2. Click Configure eBillingHub.

3. Click the Configure System tab.

4. Click the Manage Timekeeper Titles link.

5. To add a new mapping, type a Mapping Name, a Mapping Description, select a Code Set if applicable and click Add New Mapping.

6. Click the Edit link next to the new mapping name you created.

Note: The Mapping Description and Timekeeper Title Set will be titled by the new mapping name the you created, not the default, that is shown below.

• The table on the left displays your local timekeeper titles and their current associations.
• The table on the right displays the timekeeper titles currently supported by eBillingHub.
• Add a mapping.

7. Do one of the following:

• Click on a local timekeeper title from the table on the left and click on the appropriate title from the table on the right to add a new association or to change an existing one.
• Click to remove a particular association.
• Copy an existing mapping from the drop down, then just re-map the titles that will differ from the copied mapping.

8. Click Save when you are finished to save your changes.
9. Apply the mapping to a client.
10. After the Custom Timekeeper Title mapping (Timekeeper title Override), you would then go into the Timekeeper Title Exceptions, which is currently listed as the Override.