Documentation Time Entries Unsubmitted
Detailed guide

Unsubmitted

Approved time entries from previous weeks that have not yet been linked to an invoice, with tools to link or bill them.

Unsubmitted closes the loop between approval and billing. Despite the name, these are approved entries awaiting invoice linkage — leaving them here means delivered work is not yet turning into revenue.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Link a batch of approved entries to an existing invoice for a project.
  • Create a new time-and-materials invoice directly from approved entries.
  • Filter to one resource or project before billing so entries land on the right invoice.
  • Check for old approved time that has slipped through unbilled.

Put it into practice

  1. Filter to the project or resource you are billing so you only link the right entries. Entries are linked per project, so mixing projects will not work.

    InteractionsUnsubmitted page: use the Resource and Billable filters and the search box.

  2. Select the entries to bill by ticking their checkboxes, or plan to invoice the whole filtered set.

    InteractionsEntries table: tick the row checkboxes for the entries you want to invoice.

  3. Open the invoice picker. Use the per-row Invoice button, or the toolbar Invoice selected / Invoice all button.

    InteractionsRow Invoice button, or toolbar Invoice all (N) / Invoice selected (N).

  4. In the 'Invoice entries' modal, either link to an existing invoice, or create a new T&M invoice by entering an optional Reference and clicking 'Create & link entries'.

    InteractionsInvoice entries modal: choose an existing invoice, or fill Reference and click Create & link entries.
    Open workflow: Invoice Workflow

  5. Confirm the entries left the Unsubmitted list and now appear on the target invoice. The empty state 'All caught up — no unsubmitted entries from previous weeks.' means nothing is left to bill.

    InteractionsUnsubmitted list and the linked invoice: verify the entries moved onto the invoice.
    Open workflow: Invoice Workflow

What to review

Tabs

Timesheet, Pending approval, Unsubmitted (this page), and All Entries (managers only), each with badge counts where relevant.

See guide: Pending Approval

Info message

Explains the page: 'These are approved entries that haven't been linked to an invoice yet. Go to the project, and link approved logged time.'

Invoice all / Invoice selected button

The toolbar bulk action, reading 'Invoice all (N)' by default and 'Invoice selected (N)' once rows are ticked.

Summary cards

Approved (hours + count), Billable (hours + %), Non-Bill. (non-billable hours), and Quoted hours (remaining vs used, single-resource only).

Team breakdown

A collapsible 'Team breakdown (N resources)' panel with Resource, Logged, Billable, and Allocated columns.

Filters and search

Resource dropdown (managers only), Billable dropdown (All / Billable only / Non-billable only), Clear button, and a search box ('Search by resource, project, task, or notes…').

Entries table

Columns: checkbox (managers), Date, Resource, Project, Task, Hours, Billable, Cost, Chargeout, Notes, Status, and an Actions column.

Invoice row action and modal

The per-row Invoice button opens the 'Invoice entries' modal showing 'Project: [name] · N entries selected', with a 'Link to existing invoice' section and a 'Create new T&M invoice' section (Reference field, 'Create & link entries' button, Cancel).

See guide: Invoice Workflow

Guardrails

  • Entries are linked to an invoice per project, so you cannot combine entries from different projects onto one invoice from here.
  • Linking is a billing action; confirm the entries and project are correct before creating an invoice.
  • Only approved entries appear here — if billable time is missing, it may still be pending approval.
  • Only managers see the Resource filter, checkboxes, Actions column, and the invoice linkage controls.
  • Creating and linking invoices is a billing permission separate from logging or approving time.

If it starts drifting

  • If expected time is not listed, confirm it was approved (check the Pending approval tab) and that filters are cleared.
  • If the Invoice button does nothing, make sure at least one entry is selected for that project.
  • If entries from two projects will not combine, that is by design — bill each project separately.
  • If the list is empty, the 'All caught up' message means every approved entry is already billed.