Unlocking Invoiced Time and Expenses

Invoiced Time

If hours have been invoiced, you need to mark those hours as uninvoiced to unlock the timesheet. This won’t change your invoice, but it will allow you to modify locked hours on your timesheet.

  1. Go to Reports > Detailed Time.
  2. Set your filters to include the hours that you want to unlock and click Run Detailed Time Report.
  3. To select individual entries to update, use the checkboxes on the left. If you want to update all the entries on the page, check the box at the top of the report or leave all of the boxes unchecked.
  4. Click the Actions menu, select Mark all hours as uninvoiced (or Mark selected hours as uninvoiced if individual entries are selected), and confirm.

To mark those hours as invoiced again, run the same report. If you selected individual entries previously, you’ll need to select them again. This time, choose Mark all hours as invoiced (or Mark selected hours as invoiced if individual entries are selected) from the Actions menu. This will lock your hours.

Invoiced Expenses

If expenses have been invoiced, you need to mark the entries as uninvoiced to unlock them. This won’t change your invoice, but it will allow you to edit the expense entries.

  1. Go to Reports > Expense.
  2. Set your filters to include the expenses that you want to unlock and click Run Expense Report.
  3. To select individual entries to update, use the checkboxes on the left. If you want to update all the entries on the page, check the box at the top of the report or leave all of the boxes unchecked.
  4. Click the Actions menu and select Mark all expenses as uninvoiced (or Mark selected expenses as uninvoiced if individual entries are selected), and confirm.

To mark those expenses as invoiced again, run the same report. If you selected individual entries previously, you’ll need to select them again. This time, choose Mark all expenses as invoiced (or Mark selected expenses as invoiced if individual entries are selected) from the Actions menu. This will lock your expenses.

 

Note: Time and expenses can be locked for more than one reason. If you've taken these steps and still can't make your edits, use the steps in this article to determine why the entries are still locked.

 

 

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