Documentation

How to Use the Monthly Timesheet

How to Use the Monthly Timesheet

Full calendar month of time for month-end billing and payroll.

  1. Open Monthly

    Go to TimesheetsMonthly under Analyze in the left sidebar. Available on Standard and Elite plans with full timesheet support.

    • When to use

      Client invoices billed by calendar month, month-end payroll, or compliance exports that require a full month.

    • Export & reports

      Pair with Reports → Monthly Timesheet for PDF or spreadsheet exports with the same period.

    Monthly Timesheet page with calendar grid showing daily hours per member and total hours for the month

Tips

  • Close and approve the month before generating client invoices for that period.

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