Unlocking invoiced time and expenses

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How invoicing locks time and expenses 

  • Invoicing for a custom period locks the project through the most recent date covered by that invoice. For example, if you invoice through Monday on Monday morning, you and your team won’t be able to log time to that same project for the rest of the day.
  • Invoicing for a pre-set time period (last month, this year, etc.) locks a project through the furthest time or expense entry entered in the time period. For example, if you invoice for last month but your team only has time or expenses entered through the 18th, the project will lock through the 18th.

Unlocking 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 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.

Unlocking 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 > Detailed expense.
  2. Set your filters to include the expenses that you want to unlock and click Run 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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