Applies to: Billing
Need to check what you logged last Tuesday, fix a description, or see which entries haven't been invoiced yet? Time & Expenses > Manage Time & Expense Entries lists everything you and your team have recorded, grouped by day with daily totals.
The entries list, grouped by date, with billing status filters in the top right.
Filtering the List
- Date range — defaults to the last 30 days; click it to change.
- Show time entries / Show expense entries — tick either or both.
- All | Billed | Pre-Billed | UnBilled — filter by billing status. Filtering to UnBilled before invoicing shows you everything waiting to be charged.
Editing an Entry
- Click the arrow at the right end of the entry's row to expand it.
- Change the details and save.
Whether an entry can be edited depends on its billing status:
- UnBilled — editable.
- Pre-Billed — editable after you remove it from the draft invoice.
- Billed — locked; it's on a finalized invoice.
Note: If an entry won't let you edit it, it has almost certainly been billed. To correct it, either unfinalize the invoice it's on, or leave the invoice alone and post an adjustment instead. See "Understanding Billing Statuses."
Creating Entries from This Page
The Create Time Entry and Create Expense Entry buttons open the same forms as the + Create menu. Both open in a separate browser window — if nothing happens, allow pop-ups for secure.ebillity.com.