Tracking Time
Cut-off dates explained (two locks, two purposes)
Understand the difference between the time-tracking and invoicing cut-off dates and when to set each.
Cut-off Dates Explained (Two Locks, Two Purposes)
Cut-off dates prevent new or edited time entries once billing begins.
They ensure that what you invoice always matches the data in your reports.
The two types of cut-off dates
| Cut-off Type | Purpose | Who Can Edit After It’s Set | Typical Timing |
|---|---|---|---|
| Time Tracking Cut-off | Stops team members from adding or editing time. | Managers & Execs only (can still add oversight). | End of month review period |
| Invoicing Cut-off | Locks all users – including managers – from any changes. | Nobody | Just before invoices are sent |
Setting the dates
- Go to Client Invoicing → Cut-off Dates.
- Enter the end date for the month (e.g. 30 September).
- Save.
- The time tracking lock prevents further staff edits.
- When ready to issue invoices, set the invoicing cut-off to the same date.
- This fully freezes all records.
Notes
- Always set the time-tracking cut-off first; invoicing cut-off comes later.
- After the final lock, PDFs and reports remain consistent across the system.
- Update both locks each billing cycle.