💡 Beta: Timesheets is available as an Experimental Feature. Ask your firm admin to enable it in Settings > Experimental Features.
Timesheets settings control which fields appear on your team's timesheet grid, which are required at save. When time entries are restricted by locked periods — they do not affect time entries already saved.
Why it matters: Firms that don't use every billing field can strip the grid down to only what's relevant, reducing visual clutter and speeding up bulk entry during tax season. Locked time entry rules prevent edits to closed billing periods directly from the timesheet.
Required:
Configuring column settings and locked time entry rules requires Admin access. Working week preferences are per-user and available to all staff.
Table of Contents
Configure Timesheet Columns
This is an admin-only setting that applies firm-wide. Once Timesheets is enabled, all fields are visible by default — remove fields your firm doesn't use to keep the grid focused.
Go to Billing Settings > Time.
Under timesheet column settings, toggle each optional field on or off.
Client is always visible and cannot be hidden.
Optional fields: Service Item, Task, Subtask, Note.
For each visible field, set whether it is Required or optional at save.
Required fields must be completed before an entry can be saved.
Click Save to apply changes firm-wide.
Configure Your Working Week
Skip this section if you work a standard Sunday–Saturday week.
Each user can independently set which days appear on their timesheet. This does not affect other team members' views.
Go to Time > Timesheets.
Click the Settings icon at the top of your timesheet.
Select which days to show or hide.
Save your preference.
Hiding a day does not delete saved entries for that day — time is preserved in your totals.
Summary
Admins configure which fields are visible and required on the timesheet grid via Billing Settings > Time, and locked time entry rules apply automatically to restrict edits in closed billing periods. Individual users can adjust which days appear on their own timesheet from the Settings icon without affecting anyone else's view.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.