The Time Records Page

Overview

The Time Records page is your central view of all logged time across the practice. It combines KPI summary cards, an active timers panel, and a full data table with filtering, bulk actions, and saved views. Open it from the sidebar under Time Records.

KPI Summary Cards

Four cards appear below the page header:

Total Hours — sum of all time record durations in the current period.
Total Charges — the total charge amount in pounds.
Unbilled — the total charge for records that have not yet been invoiced.
Records — the number of time records.

Use the comparison period dropdown above the cards to see percentage changes against the previous month, previous quarter, or previous year. Select No Comparison to hide the change indicators.

Active Timers Panel

When any staff member has a live timer running, the Active Timers panel appears between the header and the KPI cards. Each timer card shows the staff member's name, the client and task, a live-updating elapsed time, and a coloured indicator (green for running, amber for paused).

The Time Records Table

The table displays one row per time record. The columns are:

Date — the date the time was recorded.
Time — the start and end times.
Staff Member — who logged the time.
Client — the linked client.
Task — the linked task, if any.
Duration — the total time, shown in hours and minutes.
Rate — the hourly rate applied. Click a rate cell to edit it inline (disabled for voided or billed records).
Charge — the calculated charge amount. Click to edit inline. An amber dot appears if the charge was manually overridden.
Status — Billed, Unbilled, or Void.
Source — Manual or Timer.

Filtering and Searching

Use the toolbar above the table to narrow results:

Search staff — type a name to filter by staff member.
Source — filter by Manual, Timer, or both.
Client — filter by one or more client names.
Status — filter by Billed, Unbilled, or Void.
Date range — pick a start and end date to show only records within that period.

You can save your current filter and column configuration as a named view using the view selector in the table toolbar. Views can be shared with the team or set as your default.

Bulk Actions

Select rows using the checkboxes, then use the action buttons that appear:

Create Invoice — opens a dialog to generate a draft invoice from the selected unbilled time records. If the selection spans multiple clients, you pick which client to invoice first.
Export CSV — downloads the selected records as a CSV file.
Void — marks the selected records as void (requires a reason). Voided records remain visible but no longer count towards billable time.
Delete — permanently removes the selected records after confirmation. Hold Shift while clicking to skip the confirmation dialog.

Row Actions

Each row has an actions menu (three-dot icon) with Edit, Void, and Delete. Use Edit to open the time record in a form where you can change the date, duration, client, task, and charge details.

Voiding a Single Record

1Click the actions menu on the row you want to void.
2Select Void.
3Enter a Reason for voiding (required).
4Click Void Time Record to confirm.

Voided records stay in the table with a "Void" badge. They cannot be invoiced or edited.

Creating an Invoice from Time Records

1Select one or more unbilled time records using the row checkboxes.
2Click Create Invoice in the bulk actions bar.
3If the selection covers multiple clients, choose which client to invoice and click Next.
4Review the summary showing the client, number of records, total hours, and total amount. Optionally toggle Compact into single line item to merge all entries into one invoice line, and edit the description.
5Click Create Draft Invoice to open the invoice editor with line items pre-filled.

Records that are already billed or have no charge amount are automatically excluded from the invoice. A notice tells you how many records were excluded and why.

Keyboard Shortcut

Press N on the Time Records page to open the new time record form.

What's Next?

Recording Time — create a manual time entry
Live Timers — track time with start/stop timers
Billing Roles and Rates — manage hourly rates for your team

KPI Summary Cards

Four cards appear below the page header:

Total Hours — sum of all time record durations in the current period.

Total Charges — the total charge amount in pounds.

Unbilled — the total charge for records that have not yet been invoiced.

Records — the number of time records.

Use the comparison period dropdown above the cards to see percentage changes against the previous month, previous quarter, or previous year. Select No Comparison to hide the change indicators.

The Time Records Table

The table displays one row per time record. The columns are:

Date — the date the time was recorded.

Time — the start and end times.

Staff Member — who logged the time.

Client — the linked client.

Task — the linked task, if any.

Duration — the total time, shown in hours and minutes.

Rate — the hourly rate applied. Click a rate cell to edit it inline (disabled for voided or billed records).

Charge — the calculated charge amount. Click to edit inline. An amber dot appears if the charge was manually overridden.

Status — Billed, Unbilled, or Void.

Source — Manual or Timer.

Filtering and Searching

Use the toolbar above the table to narrow results:

Search staff — type a name to filter by staff member.

Source — filter by Manual, Timer, or both.

Client — filter by one or more client names.

Status — filter by Billed, Unbilled, or Void.

Date range — pick a start and end date to show only records within that period.

You can save your current filter and column configuration as a named view using the view selector in the table toolbar. Views can be shared with the team or set as your default.

Bulk Actions

Select rows using the checkboxes, then use the action buttons that appear:

Create Invoice — opens a dialog to generate a draft invoice from the selected unbilled time records. If the selection spans multiple clients, you pick which client to invoice first.

Export CSV — downloads the selected records as a CSV file.

Void — marks the selected records as void (requires a reason). Voided records remain visible but no longer count towards billable time.

Delete — permanently removes the selected records after confirmation. Hold Shift while clicking to skip the confirmation dialog.

Creating an Invoice from Time Records

1Select one or more unbilled time records using the row checkboxes.

2Click Create Invoice in the bulk actions bar.

3If the selection covers multiple clients, choose which client to invoice and click Next.

4Review the summary showing the client, number of records, total hours, and total amount. Optionally toggle Compact into single line item to merge all entries into one invoice line, and edit the description.

5Click Create Draft Invoice to open the invoice editor with line items pre-filled.

Records that are already billed or have no charge amount are automatically excluded from the invoice. A notice tells you how many records were excluded and why.