Business management feature
Book project hours day by day on a calendar, watch them roll up to per-employee and per-timesheet totals priced at each person's billing rate, take the timesheet through a submit → approve flow, and turn the approved result into a draft sales invoice.
The Timesheets feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Timesheets feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A timesheet is a document: one project, one period, and a line per employee who worked on it. Header — you pick the Project (required) and the period. The period is a whole month, and its picker offers exactly that: a year header with a twelve-month grid — no day to choose, no accidental "June 3rd" period.
See the fields and stepsOne line per employee on the timesheet. Each line's total hours and billable amount are read-only — they are the sums of that employee's day allocations (below).
See the fields and stepsThe actual hours live on a calendar embedded right in the employee line (month view): open an employee timesheet and its days panel is the calendar — on the timesheet's page and on the line's edit form alike. Each booked day shows as an entry titled with its hours and coloured by its billable flag.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind timesheets, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Book project hours day by day on a calendar, watch them roll up to per-employee and per-timesheet totals priced at each person's billing rate, take the timesheet through a submit → approve flow, and turn the approved result into a draft sales invoice.
It connects with Construction, Professional Services, how printing works.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
