Time entry

A time entry is a date, a duration, and a ticket, logged by a workspace user for themselves; SAQ has no timer.

Written for
user, admin, integration-developer
Roles
owner, admin, member, agent
Requires
Feature
time

A time entry records that one person spent a number of minutes on one ticket on one date. SAQ has no timer: you write down what you did after the fact, as a date and a duration such as 1h30, 90, or 1.5h. Entries are always logged by the person who did the work, for themselves; nobody logs time on someone else's behalf.

How it relates to other concepts

  • The ticket must be in a project. Inbox tickets refuse time.
  • Each entry falls into a period by its work date. Once the period is closed, the entry's work facts are frozen and can only be changed by a correction.
  • At log time the entry snapshots the ticket's project and billing client and the person's consultant category (the project override, else their default). Moving the ticket later does not re-point old entries; an Owner or Admin can re-attribute unbilled time explicitly.
  • A billing run prices billable entries and freezes them.

Rules

  • Fields: ticket, work date (required), start time (optional wall-clock HH:MM, not a timer), duration in whole minutes (at least 1), note (up to 10 000 characters, staff only, never shown to clients), billable (on by default). The entry also stores the person's time zone.
  • No maximum per day. Backdating is allowed, but not before the workspace's first period start once that is set, and never into a closed period.
  • You edit and delete your own entries. Owners and Admins edit anyone's; they may also change the billing client and category of an existing entry.
  • An entry that a billing run has priced cannot be edited or deleted. An entry in a closed period cannot be deleted; only its billable flag, billing client, and category can still be changed, by an Owner or Admin.
  • Client users never log time. They see billable minutes on their tickets and whether those are billed yet, never notes, rates, or amounts.
  • Rounding happens at the billing run, per client, never on the entry itself.

Example

On Tuesday evening a consultant opens Time, finds ACME-184 in the week's grid, and types 45m in Tuesday's cell. The entry is billable, billed to Nordic Retail, and in the September period.

  • Register time Log a time entry on a ticket as a work date plus a duration, from the ticket page, the Time page, the weekly grid, the command palette, or the API.
  • Check your week in the grid Use the Time page to see one week of your time entries per ticket and day, enter or change durations directly in the cells, and compare the total with your weekly target.
  • Edit or delete a time entry Change or remove a time entry while its period is open, what Owners and Admins can still change after a close, when an entry is frozen, and how to re-attribute unbilled time to a ticket's current billing client.
  • Correct time in a closed period Add a signed correction to a time entry whose period is closed, so the net time changes in today's open period while the original entry and the closed period stay untouched.
  • Period A period is a calendar month or week of time entries; closing it, in order and permanently, is the only lock in SAQ and the precondition for billing.