Editing time entries
Hours get recorded on the wrong day, task, or labor category. Fix them in the Time tab before they are approved and invoiced, so the client sees the right lines. You can edit your own entries; editing other people's depends on your role and permissions. See Permissions and access control.
Jump to:
- Edit one entry
- Change the rate of an entry
- Edit many entries at once
- Entries you can't delete
- Example: hours on the wrong task
Edit one entry
- Open the Time tab and find the entry. Use Person, Time period, and Invoicing status to narrow the list.
- Click the pencil icon at the end of its row.
- Change what you need, then click Save changes.
The pencil at the end of a row opens the entry.
The Details tab holds:
| Field | What it is |
|---|---|
| User | Who worked. |
| Worked time | The hours and minutes. Specify paused time records breaks. |
| Start time, End time | When the work happened. |
| Description | What was done. |
| Task | The task the time belongs to. |
| Is billable | Whether the hours are billed to the client. |
| Workday | The day the hours count for. |
| Related to | The project, client, rate schedule, labor category, job phase, and approval status. |
Related to holds the project and other members the hours belong to.
Change the rate of an entry
The Billing tab holds the entry's price and cost. For each, Type is Registered rate, the rate from the billing categories, Modified rate, a rate you enter, or Fixed amount, a total you enter. The total updates as you type.
Only administrators see the Billing tab. Other users see Details only. See System settings for the settings that lock the rates.
Registered rate comes from your firm's billing categories.
Edit many entries at once
Select the entries in the list, then use the toolbar. What it offers depends on your role and permissions:
- Bulk actions › Submit or Unsubmit sends your entries for approval or takes them back. Approve, Reject, and Invoice are for people with approval permission; nobody approves their own hours. See Submitting time.
- Assign task links the entries to a task.
- Mark as › Mark as billable or Mark as non billable is an administrator tool. Other users change Is billable one entry at a time.
- Recalculate billing, also for administrators, prices the entries again, for example after a rate changes.
Entries you can't delete
- An invoiced entry can't be deleted. EVX Software shows "You cannot delete an invoiced time entry". Archive it instead. See Archiving and restoring.
Example: hours on the wrong task
A technician recorded Monday's eight hours on the draft report task instead of field sampling. She opens the entry, changes Task to the sampling task and the labor category to Field Technician, and saves before submitting her week, so the hours bill at the field rate.
What you can do next
- Submitting time to send your week for approval.
- Billable and non-billable time for what is billed.
- Tracking time from the time module to record new hours.