Section 1
Managed Invoice Keys
- Click Manager in the navigation bar to see your managed invoice keys.
- Each card shows: the invoice key code, client name, total hours for the current VA month, and number of active users.
- Only invoice keys where you are the assigned manager appear here.
- Click any card to view the detailed time entries.
Section 2
Invoice Key Detail
- The detail view shows all time entries for the selected invoice key in the current VA month.
- The summary bar shows: total hours, approved hours, pending hours, and user count.
- Use the User dropdown to filter entries by a specific team member.
- Use the Month navigation (previous/next links) to view different VA months.
- The table shows: user, date, billing code, hours, description, billable status, and approval status.
- Green checkmark = approved, red dot = pending.
Section 3
Downloading Reports
Export Options
- Download CSV: Click "Download CSV" to export the current view as a spreadsheet-compatible file. Respects your user and month filters.
- Download Excel: Click "Download Excel" for a formatted .xlsx file suitable for sharing with stakeholders.
- Downloads include only the entries visible on the current page (filtered by user and month).
Section 4
Key Concepts for Managers
Things to Know
- Your Invoice Keys: You only see invoice keys where you are the assigned manager. Contact an admin if an assignment is missing.
- Read-Only View: The manager view is read-only. You cannot edit time entries directly — this preserves the audit trail.
- VA Month: Runs 25th to 24th. "April 2026" means 25 March – 24 April.
- Approval: Entries are marked as approved/pending. The approval workflow is managed at the admin level.