Time Tab in ConnectWise Invoice Search

The Time tab in Invoice Search lists all time records attached to an invoice. It’s available on standard invoices and progress invoices only.

Toolbar actions

• Detach — removes the selected time entry or entries from the invoice.
• Expanded View — expands all rows to show full time entry details.
• Actions > Update Agreement — reassigns the selected entries to a different agreement.
• Update Billing Rates — recalculates rates on the selected entries based on current work role and work type settings.

Columns

Column	What it shows
Resource	Member name. Select the link to open the full time entry.
Date	Date the time entry was created.
Bill	Billable type: B (Billable), NB (Do Not Bill), NC (No Charge).
WIP Hrs	Hours logged on the time entry.
Inv Hrs	Hours that will be invoiced. Pulls from the Invoice Hours field on the time entry.
Rate	Hourly rate based on work role and work type.
Inv Amt	Amount to be invoiced. Calculated as Inv Hrs × Rate.
Status	Status of the time entry.
Ticket #	Associated service ticket number.
SR Status	Status of the service ticket.
Location	Location selected on the time entry.
Department	Department selected on the time entry.
Work Role	Member’s work role.
Work Type	Member’s work type.
Agreement	Agreement linked to the time entry.
Overage Rate	Overage rate set on the work type.
App Hours Info	Details explaining why the time was applied to the agreement.
Time RecId	Legacy field, hidden by default.

Write off a time record

Note: If the invoice has already been pushed to your accounting package, you cannot write off time. Create a credit memo instead.

1. Go to Finance > Invoice Search.
2. Select the invoice that contains the time entry.
3. Select the Time tab.
4. Select the Resource link for the entry you want to write off.
5. Select Write Off.
6. In the Write Off Record dialog, select YES.

Reverse a write-off

Note: If the invoice has been pushed to your accounting package, you cannot reverse a write-off. Create a credit memo instead.

1. Go to Finance > Invoice Search.
2. Select the invoice that contains the written-off entry.
3. Select the Time tab.
4. Select the Resource link for the entry.
5. Select Unwrite Off.
6. In the Unwrite Off Record dialog, select YES.
7. If the entry was originally set to Do Not Bill, update the Billable status as needed.

If the entry was originally billable, it will reappear in the Invoice Wizard.