The Timesheets page (in the Practice section of the sidebar) is the firm-wide view of logged time. It has three tabs — My timesheet for entering time (covered in Logging time), All entries for the full ledger, and Team for a per-person summary.
All entries lists every timesheet entry, newest first, with a count badge on the tab. Above the table, four summary cards reflect whatever filters you've applied:
Budget — the total budget of the jobs the entries belong to.
Gross Fees — the actual cost of the logged time; shown red when it exceeds the budget and green when under.
Estimated Time — total estimated hours and minutes.
Actual Time — total logged time, red when over the estimate, green when under.
Filters cover Client Groups, Clients, Engagements, Jobs, XPM status (XPM-connected firms, defaulting to Submitted only), Staff and a date range. The client, engagement and job filters narrow as you pick a client group, and the job filter narrows again by engagement. Extra filters sit behind a More button on smaller screens, and a reset button appears when anything is active.
Table columns are Date, Client Group (hidden by default), Client (hidden by default), Engagement, Job, Task, Staff, Time, Notes and Actions — use the column menu to change what's visible. Client group, client, engagement and job values link straight to their pages.
Click the edit (pencil) button on the entry's row.
The Edit Timesheet Entry sheet opens. The Job and Task are shown read-only; you can change:
Staff — limited to staff assigned to that job (No staff assigned to this job appears if there are none — assign staff on the job first).
Date — via the calendar picker.
Time (HH:MM) — Format: hours:minutes (e.g., 02:30).
Notes.
Click Update Entry. You'll see Timesheet entry updated successfully.
To move an entry to a different job or task, delete it and log it again.
Click the bin button on the row and confirm (Are you sure you want to delete this timesheet entry?). You'll see Timesheet entry deleted successfully. Entries can also be removed from the My timesheet workspace by deleting the row and saving.
Team summarises time per staff member for a period:
Two cards up top: Team hours (with N staff with time logged) and Staff.
A date range with presets — This week (default), Last week, This month, Last month, This quarter or Custom dates.
A staff search box and a client group selector.
The table lists each Staff member with their Hours and Billable $ (from their billable rates on the Team page). Click a row to expand Hours by client, job, and task — every combination the person worked, with Hours, Rate, Value and their Last note. Time logged without a client shows as Internal / Non-billable. If nothing was logged in the period: No timesheet entries for this period.
For one job, open the job itself: the Tasks section's By task and By team members views break the same data down per task and per person, including each individual entry's date and WIP value. The engagement's jobs table offers the same toggle across all of an engagement's jobs.
Anyone on staff can edit or delete entries from All entries — there's no per-role lock in the timesheet list itself.
Billable values rely on hourly rates set against team members; entries by staff without a rate show hours but no dollar value.
