Record Manager Oversight Time

Managers can record oversight time — hours spent supervising or reviewing client work — so it appears correctly in client reports.

Overview

Oversight time is aggregated into a single line item per account rather than separate entries per manager.
This keeps reports concise and transparent.

Steps

1. Confirm the date range
   • Usually set for the billing month.
2. Open the Oversight Time page
   • Navigate to Client Invoicing → Oversight Time.
3. Add time
   • Each manager enters their oversight hours for relevant clients.
   • The system automatically sums these into one total.
4. Notify the ops team
   • Once all oversight hours are entered, let the operations team know that step is complete.

Example

If three managers each log oversight time for the same client, the total (e.g., 6 hours) appears as a single aggregated line in the client’s time-allocation report.

Notes

• Oversight entries are still subject to time cut-off dates.
• Aggregated totals appear automatically in the next time-allocation report.
• This step happens after normal time tracking cut-off but before invoicing cut-off.