Edit, approve and write off time entries

Each time entry has a status shown in the Status column: Draft, Approved, Billed, Written off. Owners, partners and the accountant see and manage everyone's entries; other members see only their own.

Who can do what

• The entry's owner (any role): edits it while it is a Draft.
• Owner, partner, accountant: edit entries that are Draft or Approved.
• Delete: drafts only.
• Billed and Written off are locked. You will see "This entry can no longer be edited (approved or billed)."

Approve or write off entries

1. Open Time & expenses and narrow the list by Member, Matter, Status or dates, then Apply.
2. Select entries (or Select all).
3. Press Approve selected to move drafts to Approved, or Write off selected for entries that will not be billed (it asks you to confirm). A message tells you how many entries changed.

What about invoicing?

Approval is not required: when you build an invoice, billable Draft and Approved entries are both picked up. Approval simply lets a partner review hours before they reach the client. Once the invoice is issued the entries become Billed. If you delete the draft or remove a line, its entries go back to unbilled.

Open Time & expenses