Section 1

Managed Invoice Keys

Screenshot of the managed invoice keys list view
Section 2

Invoice Key Detail

Screenshot of the invoice key detail view
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.