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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Editing time entries
To make changes to 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 right and selecting the pencil icon to the right of the account name.
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
Linking time entries to jobs
Linking time entries to jobs helps make them available in pipelines. They can be linked to jobs by a firm owner, admin or team member with access rights to manage time entries.
- From a pipeline: Click on the job box 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 the x to its right.
- From the Invoices page: Go to the 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.
Deleting 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 right, then click the trash icon to the right of the account name.
Creating invoices from time entries
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