What's New?
Our latest Time & Billing updates—from smarter write-up/down allocation and automated time entry locking to enhanced WIP exports—give firms greater accuracy, visibility, and control across their billing workflows.
Why it Matters
- Invoice Reminder with Attached PDF: Now, clients can easily see an invoice in PDF. That’s slick!
- Write-up / Write-down by Percentage: More accurate write-ups and write-downs, coming right up. Now when you adjust multiple time entries, the amount will be allocated based on time worked, not just split evenly. After all, your team’s time isn’t always equal.
- Automated Time Entry Locking: Set it and forget it. Time entries will now automatically lock after a set period—no edits, no surprises. It’s one less thing for admins to worry about and a big win for clean time data.
- Enhanced WIP Report for CSV Exports: The Enhanced WIP Report brings consistency between the PDF and CSV exports, giving firms clearer, more actionable data at every stage of their billing workflow. Totals are now included in the CSV file, simplifying data analysis for firms that rely on spreadsheets. The new CSV format aligns export formats, preventing issues for firms using custom processes or integrated systems.
Where to Find it
All of these new capabilities are now available to Time & Billing customers.
Interested in adding Time & Billing to your plan? Contact us.
Learn More
Explore our Knowledge Base to learn more about these product releases:
With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results. On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.
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