TMetric Documentation

Locking Timesheets

This topic describes how to lock timesheets and why to do it.

The workspace assigned owner or administrator can lock the timesheet data from being edited. Locking this data prevents regular members from being able to add, modify or delete their time entries and tasks once a certain period of time has passed since their creation.

For example, the administrator can specify a 3-day span during which members can make edits. Therefore, any entries older than 3 days will be locked from editing.

How to enable locking timesheets

To enable this option

  1. In the Workspace drop-down menu, click Settings.

  2. In the General Settings tab, find the Permissions section and check Lock timesheets and specify the exact number of days.

  3. Click Save.

 

How to allow employees to edit only today's time entries

If you want to allow team members to edit timesheets for the current day, do the following:

  1. Navigate to Workspace and click Settings.
  2. In the General Settings tab, find the Permissions section, check Lock timesheets.
  3. Set 0 days for editing.
  4. Click Save

How to alternatively lock timesheets 

There are other ways to lock timesheets for a particular period of time. This can be achieved by doing either of the following:

  • Creating an Invoice for a chosen timespan.

  • Creating a Report for the desired timespan and marking the time as Invoiced in the process.

In both of these cases, the invoiced time will be locked from editing – even the workspace owner or administrator would not be able to edit it.

A time entry included in the invoice is displayed on the Time page with a "lock". 

Loked TimeEntry

To revert a particular timespan to an editable state, you will need to mark it as Uninvoiced. For this, in the Detailed Report, click the Billable time filter, select Invoiced, and click Apply Filter. Then, click the Mark Time button and select Uninvoiced. Now, the uninvoiced report can be edited.