Review Timesheets
Check weekly time totals before reporting or billing.
Timesheets collect tracked and manual time for a period. Review them regularly so reporting, payroll, and billing use accurate time.
Use the same review period your finance or payroll process uses. Switching between custom ranges and weekly review can make totals hard to reconcile.
Review a Week
- Open Productivity > Time Tracking or Productivity > Timesheets.
- Choose the week you want to review.
- Check the total time.
- Review each entry for project, task, description, and billable status.
- Edit entries that are incomplete or assigned to the wrong work.
Use the same timezone and workweek definition your team uses for payroll, billing, or utilization review. If a teammate works across timezones, check the entry dates before assuming time is missing.
Review Exceptions First
Start with entries that are most likely to affect billing or payroll:
- missing descriptions
- unusually long entries
- billable entries without a client project
- manual entries without enough context
- rejected or unsubmitted timesheets
- entries on days with leave or holidays
Fixing exceptions first keeps the review focused.
What to Check
Confirm that:
- Every real work session is recorded.
- Entries are connected to the right project or task.
- Billable work is marked billable.
- Internal or admin work is not marked billable by mistake.
- Descriptions are clear enough for review.
- Time ranges look realistic.
Team Review
Managers and admins can review team time when their role allows it. Use team review to spot missing entries, unusually vague descriptions, or work logged to the wrong project.
Review timesheets before billing, payroll, utilization reporting, or client status meetings. Do not wait until invoices are being created to fix unclear descriptions or non-billable work marked as billable.
Customer Billing Review
Before billing from timesheets, filter to billable entries and read the descriptions as a customer would. Rewrite vague internal notes, confirm each entry belongs to the right client project, and make sure non-billable admin work is not included.
Compare the total against the estimate, retainer, or billing agreement before creating the invoice. If the time is higher than expected, resolve the question internally before sending customer-facing charges.
Fix Missing Time
If a timer was forgotten, add a manual entry when your workspace allows manual entries. If manual entries are disabled, ask a workspace admin how your team handles corrections.
Ask for corrections while the work is still fresh. A teammate can usually explain yesterday's missing timer better than last month's invoice-period gap.
When correcting billable time, confirm the description is customer-safe before approving it for invoice review.
Approval Discipline
Approve only after the entries match the project, task, client, billing status, and period being reviewed. Reject or send back entries with a clear reason so the teammate knows what to correct. If the same correction repeats, update the team's time-tracking guidance or task templates.
When rejecting, name the specific entry and correction needed. For example, request a project change, a clearer description, a corrected billable flag, or a missing task link.
Manager Checklist
Before approval:
- compare billable entries against client work
- check internal time is not marked billable
- review entries without tasks or descriptions
- confirm leave or attendance explains missing days
- reject with one clear correction request when needed
After approval, rerun the timesheet or team time view before invoicing or payroll so totals reflect the final corrections.