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.
Additionally, time entries in 'Duration' mode are stored in UTC, which can lead to discrepancies when viewed across different time zones.
Updating Default Time Entry Settings
To configure or change the 'Default Time Entry' setting to 'Duration Calculator,' follow these steps:
Click on your profile in the global navigation bar.
Select Settings from the pop-out menu.
Locate the Default Time Entry setting.
Choose Duration Calculator from the dropdown menu.
Click Save Changes to apply the new setting. Changes to Default Time Entry settings are not retroactive. Existing time entries remain unchanged, but new entries will reflect updated settings immediately. For example, a previous default start time of 12:00 AM will not update automatically to the Duration Calculator setting for existing entries. Manual adjustments are required for any prior time entries.
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.
If you have recently changed the Default Time Entry setting, manual edits may be required to align existing time entries with the updated settings.
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.
Troubleshooting Common Issues
Why is the 'Today' filter not showing the correct entries? The 'Today' filter in Canopy Time Entries may encounter issues such as incorrect dates, filters not updating automatically, or missing entries. Common causes include:
Incorrect Device Date/Time Settings: If your system clock or time zone is inaccurate, the 'Today' filter may display the wrong date or fail to update correctly.
Stale Browser Data: Cached settings in your browser can prevent the 'Today' tab from refreshing automatically.
Misconfigured or Saved Filters: Saved filters may hold onto outdated settings, causing entries to appear incorrectly or not at all.### How to Recreate the 'Today' Filter If the 'Today' filter is not functioning as expected, rebuild it to clear stale data:
Go to Time > Time Entries in Canopy.
Delete the existing 'Today' filter:
Open the Saved Time table menu (three stacked lines, top-left).
Select "Customize filters," locate the problematic filter, and delete it.
Create a new 'Today' filter:
Apply the desired filters (e.g., Date = Today).
Save the filter as a new view (e.g., name it "Today").
Refresh the page and test the new filter.### Remove Extra Filters Ensure no unintended filters are narrowing your results:
Open the filter columns in Time > Time Entries.
Remove any unnecessary filters (e.g., Status) to prevent entries from being hidden.### Limitations of the 'Today' Filter Saved filters for specific dates, such as 'Today,' do not update automatically to the next day. They remain set to the date chosen when the filter was saved.
Why didn’t my existing entries update?
Changes to the duration settings are forward-looking. Any time entries logged before the changes must be manually edited to align with the new format.
Why do new entries still show incorrect times?
Ensure the settings were updated correctly and saved. Additionally, check with all team members to confirm they have applied the same settings individually, especially if this is configured at a user-specific level. Additionally, ensure that the time zone on your device matches the time zone set in your Canopy profile to avoid discrepancies.
Why do time entries appear on the wrong day?
A day-offset issue occurs when there is a mismatch between the time zone on the user's device and the time zone set in their Canopy profile. To resolve this:
Verify the discrepancy by comparing the date shown in the list view with the date in the entry’s detail view.
Ensure the time zone on your computer or device matches the time zone set in your Canopy profile.
After aligning time zones, create or edit a time entry to confirm that dates display correctly in reports and lists. If the issue persists, check whether it affects only one user or multiple users to determine if it is a configuration or broader issue.
Ensure your device's date, time, and time zone settings are accurate:
Windows:
Open Start > Settings.
Navigate to Time & Language > Date & Time.
Turn on "Set time automatically" and "Set time zone automatically."
Click "Sync now" under "Synchronize your clock."
Mac:
Open the Apple menu > System Settings > General > Date & Time.
Enable automatic date and time settings.
Confirm the correct time zone is selected.
