Time entries (Basic): Edit, delete, link to jobs

Learn everything you need to know about managing time entries: how to bill time, as well as how to edit time entries, link them to jobs, and delete them.

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Edit time entries

To edit a time entry, click on the three dots to the far right of it, then select  Edit.

You can also edit an active time entry by clicking the timer on the top and selecting the pencil icon to the right of the account name.

Or, if a time entry – either finished or active – is linked to a job or a task, you can edit it right from a job or task card.

What can be changed:

• For active time entries, you can change the account, service, rate, assignee, description and tags, as well as the two toggles, Billable and Copy description to invoice line item
• For finished time entries, you can edit all of the above, plus the date and duration

Bulk-edit time entries

To make changes to several time entries:

1. Select the time entries in the  Time entries list, then click Edit.

2. Make your changes, then click  Save.

When bulk-editing time entries, keep in mind:

• You cannot edit start and end dates
• You cannot switch the Copy description to invoice line item toggle
• The data in all unchanged fields remains the same

Edit a time entry on its own if you need to do any of the above.

Link time entries to jobs

Linking time entries to jobs helps make them available in pipelines. Also, time entries linked to jobs can be accumulated, and their sum can be used to check whether the job time budget has been exceeded. More about using the time budget.

Time entries can be linked to jobs by a firm owner, admin or team member with access rights to manage time entries.

Note! To link a time entry while creating it from a job card, you need to have the account access or the View all accounts access right only. No additional rights need to be enabled.

• From a job card: Click the job card to expand it, click Link at the top of the page, then select Time Entries. Choose any time entry previously added to the client account.

After linking time entries, they will show up in the Time Entries section of the job box. Click on them to view and edit their details. To unlink a time entry, simply click x to its right.

• From the Time entries page: Go to Billing > Time Entries tab or to the Time Entries subtab of the Invoices tab for a client account. Click on the three dots to the far right of the time entry and select Link to jobs. Select the jobs and click Link. You can also do this from the Edit screen.

Once you link a job to a time entry, it will appear in the Jobs column.

• From the WIP page: while creating an invoice for unpaid billable time entries, click Link to jobs, select the jobs you want to link to the time entry, and click Save.

• While creating a time entry: From the Track your time page, click Link to jobs, select the jobs you want to link to the time entry, and click Link.

• Automatically – when creating a time entry from the job card: From the job card, click Track time. Once you saved the time-entry, it will be automatically linked with the job. The Account name, ID or Email and Assignee fields will be pre-filled with the job data.

Bulk-link time entries to jobs

You can link multiple time entries to several jobs simultaneously:

1. Select time entries you want to link from the time entries list and click Edit.

2. Click + Link to jobs.

3. Select jobs to link with and click Save.

Delete time entries

To remove a completed time entry, click on the three dots to the far right of it, then select Delete.

To remove an active time entry, click the timer on the top, then click the trash icon to the right of the account name.

Creating invoices from time entries

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