The Saved filter status displays all saved time entries. Saved time entries can be edited, archived, or exported to a CSV file.
Important Note: If a team member has their 'Default time entry' setting (found on the team member profile) set to 'Duration', those time entries count up from midnight of that day.
If a team member has that setting set to 'Duration Calculator' then on the time entry they are able to set exact start and end times for that time entry.
View Saved Time
1. To edit a saved time entry, click on the blue Duration value for a relevant time entry.
Assign a Service Item, edit the Date, Time Spent, or Note, or apply the time entry to a Task in the edit window.
Toggle the Billable switch to indicate whether you want to be able to bill the time entry.
The Billable switch can only be activated when a contact is assigned to the time entry
Click Update to save any changes.
2. To archive saved time entries, click on the checkbox in line with each applicable saved time entry.
Click on the Archive icon to archive the selected time entries.
The Archive icon is only visible after selecting time entries.
3. To export saved time entries to a CSV document, click on the Options menu.
Select Export CSV.
Note: When trying to export a lot of data you will be greeted by a pop-up message that your export is processing and will be emailed the file once it has finished generating.
4. Click on any Client listed in a time entry to view all time entries saved to the client.
You need to click on the Client to add time entries to an invoice.
