Billable & Unbillable Hours

Managing which projects are billable to a client is easy. By following the steps below, you’ll be able to assign projects to two categories – Billable and Non-billable.

The image below shows two types of time tracked by a user: The first time span shows time tracked to a billable project and the second time span showing non-billable time.

Timesheets showing time tracked to both a Billable and Non-Billable project. The “$” sign next to the duration shows when time is Billable.

How to mark project hours as billable or unbillable

Add a new project

Step 1

Select Projects from the main navigation menu. Then, click on Add project.

Step 2

Complete all necessary fields regarding your new project, including the project’s name, client, and team details.

Check the billable tick-box if you wish for all hours recorded towards the project to be marked as billable. If you do not, deselect the tick-box.

Press Save to finalize your new project.

 

Edit a pre-existing project

Step 1

Select Projects from the main navigation menu. Then, click on Actions against the relevant project. Select Edit project from the drop-down menu.

 

Step 2

Check the billable tick-box if you wish for all hours recorded towards the project to be marked as billable. If you do not, deselect the tick-box.

Press Save to confirm the changes made.

How to mark manual time entries as billable or unbillable

Adding a new manual time entry

Step 1

Click on Timesheets then View & edit and select Daily. Then, click the Add time button.

Step 2

Complete all necessary fields regarding your manual time entry, including the project/to-do, time span and duration details.

Check the billable tick-box if you wish for all hours recorded towards the time entry to be marked as billable. If you do not, deselect the tick-box.

Press Save to finalize your new manual time entry.

Editing a pre-existing manual time entry

Step 1

Click on Timesheets then View & edit and select Daily.. Then, click on Actions against the relevant time period. Select Edit time entry from the drop-down menu.

Step 2

Alter any aspects of the time entry you wish to change. Then, check the billable tick-box if you wish for all hours recorded towards the time entry to be marked as billable. If you do not, deselect the tick-box.

Press Save to finalize your changes.

 

How to mark only select hours in a time entry as billable

In order to mark certain hours as billable or unbillable within a time period, you will need to split the time entry to separate it.

For example, if you have a time period of 10 am – 5 pm tracked for that day, and you wish to mark 12 pm – 1 pm as billable/unbillable you will need to first split the time entry. This designates 12 pm – 1 pm as a separate time entry.

To do this, please follow the steps below.

Step 1

Click on Timesheets then View & edit and select Daily. Then, click on Actions against the relevant time period. Select Split time entry from the drop-down menu.

Step 2

  1. Under the Reassign time section, enter the time period you wish to mark as billable/unbillable. In the example above, you would enter 12pm – 1pm.
  2. Check the billable tick-box if you wish for all hours recorded towards the time entry to be marked as billable. If you do not, deselect the tick-box.
  3. Select the project and the to-do name.
  4. Press Save to confirm the changes made.

Step 3

You will see the hours marked with a dollar sign if they are labeled billable. If you have selected for hours to be marked as un-billable, the dollar sign will be removed.

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