There are four ways to view approved timekeepers in Unity:
- Use the All Timekeepers List
- Use the All Rates List
- View the Timekeepers tab in the associated vendor record
- Use the global search field located in the top navigation bar
All Timekeepers List
Go to Timekeepers from the left-side navigation bar and switch to the All Timekeepers tab. The list is sorted by Last Updated in descending order (i.e., most recently updated first) and shows one row per timekeeper, including the number of rates in approved, rejected, and pending statuses to date.
Click on the Approved Rates column to re-sort the list by timekeepers with at least one approved rate, or use the search box to narrow the list based on keywords (e.g., name, vendor, etc.).
You can further narrow and customize your view by using the filters above the list (e.g., classification, last updated, etc.) or the + (Add Columns) option to the right of the Actions column header.
Click Download in the top-right corner to export the default or customized view of the timekeeper list as a CSV file for further review offline.
To see a specific timekeeper's profile, click on their hyperlinked name from the list. For more information on what is stored in each timekeeper's profile, click here.
All Rates List
For an alternative view, go to Timekeepers from the left-side navigation bar and switch to the All Rates sub-tab from the default Rate Review section. This shows one row per rate submitted to date sorted by Effective Date in descending order.
To further customize and narrow the list based on status and other criteria, use the filters above the list and/or click on the + (Add Columns) option to the right of the Actions column header. For example, you can filter by approved status.
Click Download in the top-right corner of this section to export the information as a CSV file for further filtering offline.
Approved Timekeeper Rates in Vendor Records
Open the associated vendor record and go to the Timekeepers tab. A timekeeper appears more than once if they have more than one approved rate.
From here, you can view basic information about each approved timekeeper, including name and ID, classification, email address, effective date, and rate. You can click on a column name to re-sort the list or use the search field to narrow the list based on search terms.
Click Download in the top-right corner of this section to export the information as an Excel for further filtering offline.
If you are looking for timekeepers with pending rates for review, click here for instructions.
Using Global Search
If using the global search field, switch the record type to Timekeepers and search by invoice number, matter, vendor, or timekeeper ID. Press enter on your keyboard to load the results.
Click on the name from the search results to open the timekeeper record. This displays the following for billing activity tied to the timekeeper: date range and total amount. The list table shows all invoice line items associated with the timekeeper. You can use the tabs above the list to filter line items based on the type (i.e., Flat Fee, Fee, or Expenses).
NOTE: If the global search returns zero results, this likely means the timekeeper has not yet been approved. Instead, try going to Timekeepers > All Timekeepers and entering the timekeeper's name or firm into the search field.