Company Finance Time Tab

The Time tab in Company Finance lists every time entry logged against the selected company. Use it to audit billable hours, spot entries on the wrong agreement, or write off time that won’t be invoiced.

Column reference

Column	What it shows
Member Name	The member who created the entry. Select the name to open the time entry.
Date	Date the time entry was created.
Bill	Billable type: B (Billable), NB (Do Not Bill), NC (No Charge).
Rate	Hourly rate based on the work role and work type.
WIP Hrs	Hours on the time entry.
WIP Amt	WIP Hrs × Rate.
Inv Hrs	Hours that will appear on the invoice.
Inv Amt	Inv Hrs × Rate.
Status	Current status of the time entry.
Location	Location selected on the time entry.
Billing Unit	Department or group on the time entry.
Service ID	Ticket number the entry is logged against.
Ticket Status	Status of the associated ticket.
Invoice Nbr	Invoice number linked to the time entry (if invoiced).
Agreement	Agreement selected on the time entry.

Use the filter controls at the top of the list to narrow entries by date range, status, member, or other fields.

Note: Time RecId is a legacy column, hidden by default. You can ignore it.

Reassign time entries to a different agreement

Use Update Agreement when time entries are sitting on the wrong agreement — for example, after a ticket was logged against a project instead of a managed services agreement.

1. Go to Finance > Company Finance.
2. Search for and select the company.
3. Select the Time tab.
4. Select one or more time entries you want to move.
5. Select Actions > Update Agreement.
6. In the Update Agreement dialog, choose the target agreement.
7. Select OK.

Write off time entries

If a time entry is set to Do Not Bill and your billing options exclude Do Not Bill entries, ConnectWise’s overnight task automatically sets those entries to Written Off. You can also write off entries manually from the Invoicing screen.

Writing off removes the entry from the invoice and from the Invoicing screen.

1. Go to Finance > Invoicing.
2. Enter the Company Name and select Search.
3. Select the company to view details.
4. Select the member whose time you want to write off.
5. Select Write Off on the toolbar.
6. Select YES.

Reverse a write-off

If you wrote off time and later need to bill for it, you can unwrite it off from the Time tab.

1. Go to Finance > Company Finance.
2. Search for and select the company.
3. Select the Time tab.
4. In the Status filter, choose Written Off.
5. Select the time entry to reverse.
6. Select Unwrite Off on the toolbar.
7. Select YES.

After unwriting off:

• If the entry was originally Do Not Bill, change the billable status to the appropriate type before it will appear on an invoice.
• If the entry was originally Billable, it will automatically reappear in the Invoice Wizard.