Deleting Time and Disbursement Entries

Time and Disbursement entries can be deleted to correct errors, remove duplicate records or ensure accurate billing for clients.

To edit or delete time entries, users must be an FYI Admin or be assigned to a User Group with the Edit Timesheets permission enabled.

Managing Time and Disbursement Deletions

The Status and Type of Time entry will determine whether the entry can be soft deleted and restored, or permanently deleted.

Note: To delete a System Write On/Off time entry, you will need to either edit the invoice to remove the System Write On/Off, or delete the invoice.

Soft Deleted Entries

Once deleted, the following Time and Disbursement entries are removed from view: 

• Time entries with a Status of Submitted (excluding Interims).
• Disbursements with a Status of Submitted.

The status will update to "Deleted" and the values will be excluded from WIP calculations. These entries can be restored if required.

To display soft deleted time entries, refer to Displaying and Updating Time and Disbursements.

Permanently Deleted Entries

The following Time and Disbursement entries, once deleted, are permanently deleted from the platform and cannot be viewed or restored:

• Interim Time Entries with a Status of "Submitted".
  Note: Where an Interim Time entry is mistakenly deleted, this can be recreated. Refer to Creating Interim Time Entries.
• Time and Disbursement entries with a Status of "In Progress" or "Draft".

Note: Time and Disbursements with a status of Invoiced, or Locked cannot be deleted.

Delete Time and Disbursement Entries

Deleting Time from a List

To delete Time and Disbursements from a list view:

1. In FYI navigate to the Time tab in one of the following workspaces. Refer to Displaying Time and Disbursement Entries.:
   • Clients
   • Jobs
   • Practice Activity
      
2. Click the Checkbox in the first column to select one or more Time and Disbursement entries.
    
3. Click the Delete trashcan icon in the toolbar. If one or more entries have been Invoiced, the Trash Can will be disabled.
   
4. A confirmation message will be displayed to check if you want to delete the entries. Click Yes.
   
   Important Note: Submitted Time and Disbursement entries (excluding Interims) will be soft deleted. "In Progress" or "Draft" entries, and Submitted Interim entries will be permanently deleted.
    
5. The Time and Disbursement entries will be deleted, and the list will be refreshed.
   To restore deleted Submitted time entries, refer to Restoring Deleted Time and Disbursement Entries.

Deleting Time using Time Bulk Update

1. In FYI navigate to the Time tab in one of the following workspaces. Refer to Displaying Time and Disbursement Entries.:
   • Clients
   • Jobs
   • Practice Activity
      
2. Click the Checkbox in the first column to select one or more Time and Disbursement entries.
    
3. Click Bulk Update.
   
4. Click the Delete toggle to set it to Yes.
   
5. Click Run.
   
   Submitted Time and Disbursement entries (excluding Interims) will be soft deleted. "In Progress" or "Draft" entries, and Submitted Interim entries will be permanently deleted.
   
   The Time and Disbursement entries will be deleted, and the list will be refreshed.
   To restore deleted Submitted time entries, refer to Restoring Deleted Time and Disbursement Entries.

Deleting Time from Home - My Time

Users can also delete time entries from Home - My Time:

• Group View
• Calendar

Group View

To delete a time entry, click the drop-down next to Submit or Update and select Delete.

Calendar

Time entries can be deleted if they have the status of either Draft or Submitted. Invoiced time cannot be deleted.

To delete a time entry from Calendar view:

1. Navigate to My Time - Calendar.
    
2. Right-click on a time entry to display the menu, and click Delete.
   
3. A message will be displayed to confirm you want to delete the time entry. Click Yes to proceed. If the time entry is Locked, a message will be displayed to advise that you are unable to delete the time.
    
4. The time entry will be removed from the calendar.