Time Tracking

Time entries recorded by team members, optionally linked to a client and/or task. Supports CRUD operations with filtering by user, client, task, date range, billable flag, and billed state. Billable entries carry an hourly rate snapshot and can later be converted into client billing line items.

OpenAPI Spec

Guides Operations Schemas

GET List TimeEntries
Lists all TimeEntries for the given tenant. Requires: ViewAll on TimeTracking.
/tenants/{tenant}/time-entries
POST Create TimeEntry
Creates a new TimeEntry for the specified tenant. Requires: Create on TimeTracking.
/tenants/{tenant}/time-entries
GET Get TimeEntry
Gets a TimeEntry for the specified tenant. Requires: ViewAll on TimeTracking.
/tenants/{tenant}/time-entries/{code}
PUT Update TimeEntry
Updates a TimeEntry for the specified tenant. Requires: Update on TimeTracking.
/tenants/{tenant}/time-entries/{code}
DELETE Delete TimeEntry
Deletes a TimeEntry for the specified tenant. Requires: Delete on TimeTracking.
/tenants/{tenant}/time-entries/{code}
GET Export Time Entries
Every individual time entry matching the filters as a CSV download, one row per entry: date, start and end time (UK time), team member and email, clie...
/tenants/{tenant}/time-entries/csv
GET List Unbilled Time Clients
Lists the clients that have unbilled billable time, with the unbilled minutes, entry count, value, oldest entry date and unrated entry count for each....
/tenants/{tenant}/time-entries/unbilled-clients
GET Get Expected Time
The minutes a team member's working pattern expects of them on each day of the window (own pattern, falling back to the practice default; bank holiday...
/tenants/{tenant}/time-entries/expected-minutes
GET List Unpaid Time Users
Lists the team members the practice pays for tracked time, with each member's unpaid minutes, entry count, value at the stamped cost rates, approved-f...
/tenants/{tenant}/time-entries/unpaid-users
POST Approve Time Payment
Approves (or un-approves) time entries for payment to the team members who logged them. Approval is a stamp, not a lock — editing an approved entry cl...
/tenants/{tenant}/time-entries/approve-payment
POST Pay Time Entries
Pays a batch of one team member's unpaid time entries on a new pay run, at the cost rates stamped on the entries. The member must be paid for tracked ...
/tenants/{tenant}/time-entries/pay
GET List Time Pay Runs
Lists the pay runs recorded for tracked time, newest first unless sorted otherwise. Pass userCode to narrow to one team member's payment history. Req...
/tenants/{tenant}/time-entries/pay-runs
DELETE Delete Time Pay Run
Deletes a pay run and un-pays its time entries — they keep their payment approval and become available to pay again. Use this to undo a payment record...
/tenants/{tenant}/time-entries/pay-runs/{code}
POST Bill Time Entries
Converts billable time entries with open WIP for a single client into billing line items, one per distinct hourly rate or one per entry. With no fee t...
/tenants/{tenant}/time-entries/bill
POST Write Off Time Entries
Disposes of open WIP on time entries with no bill raised, recording one write-off allocation per entry with the given reason. Omit the amount to write...
/tenants/{tenant}/time-entries/write-off
GET Get Time Entry Allocations
The disposal history of one time entry, oldest first: each billing line it was billed on and each write-off against it, with the WIP settled, the amou...
/tenants/{tenant}/time-entries/{code}/allocations
DELETE Undo Time Entry Write-off
Deletes a pure write-off allocation (one with no billing line behind it) and hands the WIP back to the entry. A billed allocation is reversed by delet...
/tenants/{tenant}/time-entries/{code}/allocations/{allocationCode}
POST Bill Clients Time
Bills several clients' unbilled billable time in one run, resolving each client's entries from the given date window and team member. Clients are bill...
/tenants/{tenant}/time-entries/bill-clients
GET Resolve Time Entry Rates
The charge-out rate a time entry would get if logged now for the team member (the caller when omitted), date, task and service — the team member's rat...
/tenants/{tenant}/time-entries/resolve-rates
POST Preview Rate Recalculation
Lists the unpaid time entries from the date whose stamped rates differ from the rates that apply now, with the current and new rates. Charge-out rates...
/tenants/{tenant}/time-entries/rate-recalculation/preview
POST Apply Rate Recalculation
Re-applies the rates that apply now to the chosen entries from a preview, in one transaction. The rates are worked out again on the server, under the ...
/tenants/{tenant}/time-entries/rate-recalculation/apply