Agreement Time Tab

The Time tab on an agreement lists every time entry recorded against it. As each entry is saved, ConnectWise applies the agreement’s parameters and determines how many hours are covered. Covered hours appear in the App Hrs column.

Note: Time is allocated when it is entered, not based on the date on the time entry. If a technician back-dates entries after the agreement’s available hours run out, those entries won’t be covered — even if they predate entries that consumed the balance.

Column reference

Column	What it shows
Member	The member who entered the time. Select the name to open the time entry.
Date	The date field from the time entry.
Work Role	The work role from the time entry.
Work Type	The work type from the time entry.
Bill Hrs	Billable hours.
Rate	Hourly rate from the Billing Options pod on the time entry.
Bill	Billable type: B (Billable), NB (Do Not Bill), or NC (No Charge — appears on invoice at $0).
App Hrs	Applied hours covered by the agreement. Do Not Bill and No Charge entries don’t affect this column.
Month / Year	Month and year the time entry was created.
Invoice Nbr	Standard invoice number, if the entry has been invoiced.
Service ID	The service or project ticket number the agreement was selected on.
Overage Rate	Overage rate from the Billing Options pod on the time entry.

Applied Hours Information

Select the information icon in the App Hours Info column to open the Applied Hours Information pop-up. It lists every requirement for the time entry to be covered by the agreement. Any requirement marked with an X means that condition isn’t met — and all conditions must pass for the time to apply.

The same pop-up appears on the time entry itself, in the Billing Options pod.

Coverage requirements

• Agreement covers Time — The agreement’s Application Parameters must have Time selected under Agreement Covers.
• Work Role is covered — The time entry’s work role must appear on the covered side of the Covered Work Roles and Work Types pod.
• Work Type is covered — The time entry’s work type must appear on the covered side of the Covered Work Roles and Work Types pod.
• Site is covered — The Sites tab must either list the site the time entry is against, or be left blank.
• Location is covered — The agreement must either have no location restriction, or match the time entry’s location.
• Department is covered — The agreement must either have no department restriction, or match the time entry’s department.
• Time Entry date is within Agreement Start Date and End Date — The date on the time entry must fall on or between the agreement’s Start Date and End Date.
• Time Entry Rate is greater than 0.00 — The billing rate must be above zero.
• Time Entry is billable — The Billable field must be set to Billable.
• Work Role Limit To has not been exceeded — If a Limit To amount is set for the work role, the agreement covers time up to that limit. Coverage resets at the next allocation period (set by Available Per in Application Parameters).
• Work Type Limit To has not been exceeded — Same as above, but for the work type.
• Project, Project Phase, or Ticket is not Fixed Fee — Fixed fee items can’t be charged against an hours-based agreement. Only tickets without a fixed fee or not-to-exceed setting qualify.
• Available [Application Units] has not been exceeded — The agreement must have remaining units (hours, amount, or incidents) in the current period. Check the Available field in the Agreement Recap pod, or run the Agreement Reconciliation report for a prior period.

Reallocate records

When you modify or delete time entries, or adjust agreement terms, some hours may become eligible for coverage that weren’t before. Use Update Rates/Allocations to reprocess those entries.

Note: Only time entries not associated with an invoice are updated. For entries tied to an open (non-batched) invoice, go to the invoice’s Time tab and use Update Billing Rates there — or delete the invoice before running Update Rates/Allocations on the agreement.

To reallocate time entries:

1. Go to Finance > Agreements.
2. Select the agreement containing the time entries to reallocate.
3. Select the Time tab.
4. Select the checkbox next to each time entry you want to update.
5. Select Update Rates/Allocations.
6. Select YES in the Updated Billing Rates dialog.
7. Select CLOSE WINDOW in the Update Allocations dialog when the update completes.