Tips and Troubleshooting

Tips and Troubleshooting

Unlock a time or expense report

Unlock an approved time report to edit it. The app tags the entry you unlocked as Pending Approval....

Track Time Off or Leave

Organizations typically have an approval process to check a person's leave balance before scheduling their time off....

Track Non-Billable Time

Tracking non-billable hours lets you record hours without those hours impacting the fee budget.

Remove Suggested Time Entries

Suggested hours on timesheets show your team their budget of time for the week; they should try to work according to the plan....

Generate a Log for Troubleshooting

When troubleshooting complex issues, Resource Management support sometimes needs a deeper level of information than a screenshot or description of the...

Create a Report for Incomplete Timesheets

Time has different states in Resource Management....

Confirm or Adjust Time for Other People

Administrators and Project Managers can track time for other people in Resource Management, so long as those people have been invited and have a licen...

Bulk Approve Billed Hours

After your team bills their hours, use Bulk Approve in Account Settings to lock all time entries up to and including a particular date....