Feature Requests

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Time search - unbilled vs billed filter for WIP calculation

When searching for time, at present it seems we can’t get a total WIP for unbilled time without having the previously billed entries also appear unless you filter by date, perhaps would be great to have an option of displaying all unbilled time (without billed time) to have total figure

  • Guest
  • May 19 2021
Feature Request
How often would you use this request?

daily

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  • Gigi Vita commented
    May 20, 2021 19:26

    When at Time, Search, please click 'More Options' to see the filters that are available. If your firm doesn't use approvals (most firms don't), you can change the 'Status' field to 'Approved' to see all open time. This holds true at Expense, Search and at reports as well.

    If your firm does use approvals, you would need to use the filters of New, Rejected, and Submitted as well as Approved.

    By the way, the 'Status' of 'Pending' means the entry is on a draft invoice.

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