Time tracking

Hourly work still happens — research, advisory, audit prep, IRS correspondence. Time tracking lets you log those hours against a client and engagement, then roll them into an invoice when you’re ready to bill.

Where to log time

There are three ways in:

1. Open Billing from the sidebar and switch to the Time tab — the main list and form.
2. From an engagement page, the Time card has an inline Log time button.
3. From the Invoices toolbar, the Log time button jumps straight to the Time tab.

Time tracking ships in V1, but the polished standalone surface is still maturing. The Time tab works today; expect more analytics (utilization, per-user dashboards) after V1.

Logging an entry

Click Log time to open the form. Fill in:

Click Log Time to save. The entry appears in the list below.

[Screenshot: Log time form with client picker and duration field]

Reading the list

Each row shows:

May 20 — 90 min @ $200/hr → $300   Bookkeeping cleanup — Chen   [Billable]

• Date — when the work happened
• Duration — in minutes, shown as 90 min or 1h 30m
• Hourly rate
• Computed total — duration times rate, in dollars
• Description
• Client and engagement — when linked
• Billable badge — present for billable entries only

Filtering the list

Above the list:

• Date range — last 7 days, last 30 days, this month, last month, or custom
• Client — filter to entries for one client
• User — admin-only; filter to one team member’s entries
• Billable / Non-billable / All — three-state toggle

The summary bar at the top shows totals for the current filter — hours billable, hours non-billable, and dollar amount.

Editing or deleting an entry

Click an entry to open the edit form. Same fields as create. Click Delete to remove an entry.

Once an entry is rolled into an invoice, it becomes locked — the badge changes to “Invoiced #INV-…” and clicking it jumps to the invoice. To undo, cancel the invoice first.

Turning time entries into an invoice

When you’re ready to bill:

1. In the Time tab, filter to a single client and Billable.
2. Select the entries you want to bill — checkboxes appear on hover.
3. Click Bill selected in the bar at the bottom.
4. The Create Invoice drawer opens, pre-filled with one line item per time entry.
5. Edit the descriptions if you want a cleaner client-facing summary.
6. Save the invoice (it lands as Draft).
7. The time entries flip to Invoiced and link to the new invoice.

The default is one line item per entry — preserves detail in the audit log. If you’d rather consolidate (for example, “10 hours of bookkeeping cleanup” on one line), edit the line items in the drawer before saving.

[Screenshot: Time entries selected with the Bill selected button visible]

Billable vs non-billable

• Billable — eligible to be rolled into a client invoice
• Non-billable — internal work you want to track but won’t charge for (training, internal meetings, business development)

The toggle exists so firms can measure realization rate later (billable divided by total hours). Reports for this are on the post-V1 roadmap — for now, the filter and summary bar give you the raw numbers.

How the hourly rate gets set

When you leave the rate blank, Assure Pro picks one in this order:

1. The linked engagement’s billing terms (if any)
2. The user’s default rate (set on their profile)
3. The firm’s default rate (Settings → Billing — coming soon)
4. Zero — the entry logs but won’t compute a total

To force a rate (for example, you’re billing this client at a special rate), type it in the form. The override is for this entry only — your default stays unchanged.

Duration entry tips

• For 15 minutes → type 15
• For half an hour → type 30
• For 1 hour → type 60
• For 1 hour 30 min → type 90
• Maximum per entry → 1440 (24 hours). Break longer sessions into multiple entries.

Permissions

Non-admin users only see their own entries by default. Admins can toggle the User filter to see anyone’s.

What’s not in V1

Next

• Create & edit invoice — once you’ve rolled time into a draft.
• Service catalog — for the line items you charge on a flat-fee basis.
• Reports — when reports ship, time analytics will live there.