Time & expenses

The Time & Expenses page is a calendar where you log your work. It has two tabs — Time and Expenses — sharing the same day view. This page covers time entries; see Expenses for the other tab.

Viewing the calendar

• Switch between month and week views (week is the default on smaller screens).
• Each day shows its time entries (and expenses on the Expenses tab).
• Use the date controls to move between periods.

Adding a time entry

1. On the Time tab, tap + / Add on a day (or tap the day).
2. Fill in the dialog:

Field	Notes
Date	Defaults to the day you tapped.
Client	Who the work was for.
Hours	Time worked. If the client has a schedule, this pre-fills with the scheduled hours for that day.
Bill rate	Defaults to the client's default rate; change it for this entry if needed.
Description	What you did.
Apply to goals	(New entries only) Funds your goals from this entry. On by default; appears when you have goals with a contribution percentage. An entry dated before a goal's current reset period won't fund that goal — the contributions tab tells you when that's the case.

3. Tap Save.

Batch time entry

Behind on logging? The Batch Time Entry button (the calendar-plus icon on the Time tab) fills in a whole date range of scheduled work at once, using the client's schedule to figure out which days are missing.

1. Pick the client and range. The bill rate defaults from the client (one rate for the whole batch) and future dates can't be selected.
2. Review the missing days. The wizard lists every scheduled day in the range that has no time entry yet, pre-filled with the scheduled hours. Tap the pencil on a row to adjust its hours, or the trash can to drop a day from the batch; the batch total updates as you go.
3. Goal contributions (only when you have goals with a contribution percentage). Each goal is seeded with its percentage of the batch total — tap the pencil to adjust a goal's amount (the × clears it, and a restore button puts the calculated amount back), or switch Apply to goals off to skip funding entirely. For a goal with a reset schedule, only the batch days inside its current reset period count toward its seeded amount — the row explains what was excluded and why.
4. Tap Save Batch to create all the entries (they start as Unused, just like entries added one at a time).

Days with existing time are skipped

If a day already has any time entry for that client — even for fewer than the scheduled hours — the wizard leaves it alone rather than adding another entry.

Automatic catch-up

Instead of batch-entering by hand, the app can keep you caught up automatically: past scheduled days with no time entry get logged for you, using each client's schedule and default rate.

• Turn it on by picking a start date — either during client setup or in Settings → Time Entry & Goals (see Settings). That date is where accounting begins; clear it to turn the feature off.
• The catch-up runs when you open the app, and you can trigger it anytime with Catch Up Now in Settings. When it logs anything you'll see a toast like "Caught up 3 missed days."
• Today is never auto-logged — you log the current day yourself.
• Days that already have an entry are skipped (same rule as batch entry), and goals are funded from the caught-up days just as if you'd logged them.
• Auto-logged entries are ordinary time entries — edit, archive, or invoice them like any other.

Editing a time entry

Tap an entry to reopen it, make changes, and Save.

Entries on an invoice are locked

Once an entry has been added to an invoice it's locked and shows which invoice it's on. To change it, first remove it from the invoice (on the invoice detail page), which returns the entry to editable/unbilled.

Editing doesn't change goals

The Apply to goals option only appears for new entries. Editing an existing entry never adjusts your goal totals — reconcile a goal directly if needed (see Goals & Obligations).

Entry status

Each entry is either:

• Unused — not yet billed; free to edit or add to an invoice.
• Applied — included on an invoice (shows the invoice label).

Archiving

Archive an entry you don't need with Archive; it's kept and can be restored or permanently deleted later. See Archiving & deleting.