Team & Account Time Views

The Time Tracking Team and Time Tracking Accounts pages let managers see and control time across the whole team.
They replace manual spreadsheets and feed directly into the billing process.

Overview

• Team view: shows total hours per person for a chosen date range.
• Account view: shows time spent per client account, grouped by hourly billing or project.
• Managers can add or adjust time, mark entries written off, and approve accounts for billing.

View by team member

1. Go to Time Tracking → Team.
2. Select the desired date range (e.g., the current month).
3. Review each person’s total hours.
4. To edit:
   • Click an entry to write off hours you don’t want to bill.
   • Or click Track Time to add new hours for that person.

View by account

1. Go to Time Tracking → Accounts.
2. Pick the same date range.
3. Click View Details beside any account to open individual time records.
4. You can:
   • Mark hours as Written Off.
   • Add or adjust entries.
   • See running totals that will feed into invoicing.

Approve accounts for billing

When you are satisfied:

1. Tick Approve next to the account.
2. The account’s status changes to Approved.
3. Approved time becomes eligible for invoicing and is locked from staff edits.

Notes

• Written-off hours remain visible for audit but excluded from client billing.
• You can approve multiple accounts at once using Select All → Approve.
• The approval status automatically syncs to the invoicing page.