New! Bulk Update Time Entries

Easily update multiple time entries at once using the bulk update feature in the Time and Expense grid.

Steps to Bulk Update Time Entries:

1. Navigate to the Time and Expense Tab
2. Ensure "New Experience" is toggled on at the top of the page.
3. Select the Time Sub-tab
   • Bulk editing is editing is only available in the Time entry sub-tab.
4. Select Time Entries to Update
   • Use the checkboxes to the left of each entry to select the time entries you wish to update.
     • Time entries with a Billing Complete status cannot be updated. If any Billing Complete entries are selected, the edit icon will be disabled.
   • To select all visible time entries, click the top checkbox in the header row.
5. Initiate Bulk Edit
   • Click the Edit icon in the upper-right corner of the table.
6. Update Time Entry Fields
   
   • When using Bulk Edit for time entries, certain field combinations have rules to ensure data accuracy:
     
     • User
     • Date
     • Location
     • Rate
       • If you update the Rate, you cannot update Billable or Exclude from Invoice option in the same bulk action.
     • Billable
       • If you update the Billable field, you cannot update the Rate at the same time.
     • Exclude from Invoice
       • If you set Exclude from Invoice to Yes, the Billable flag will be set to No automatically.
7. Apply Updates
   • Choose the fields to update, make the necessary changes, and click Save.
8. Confirm Changes
   • Review and confirm the updates to complete the process.
     
     
     

User Permissions

By default, system administrators will be provided the ability to perform bulk updates.  This permission can be restricted or extended to other users through User Permissions under settings. 

1. Settings
2. User Management
3. Select the user you would like to extend or remove access for Bulk Update
4. Scroll to the bottom of the page and select or unselect Time Entries