Displaying and Updating Time and Disbursements

Time and Disbursements (available for practices on the Elite plan only) can be viewed in a variety of locations within FYI depending on your current plan.

• Home - My Time tab (Pro and Elite plans)
• On an Email or Document Drawer (Pro and Elite plans)
• Client and Job Workspaces (Elite plans only)
• Practice - Time tab (Elite plans only)

Viewing Time

Displaying Time in the Home Workspace

Plan availability: Pro PlanElite Plan

The Home - My Time Workspace allows users to see all of their drafts and submitted timesheets. Practices on the Elite plan will be able to see the Time Type, and any timers running or currently paused.

Entries can be edited to change the time, add notes, and more. Refer to Using Home - My Time.

Displaying Time for an Email or Document

Plan availability: Pro PlanElite Plan

You can also see any Time that has been recorded for an email or document by expanding the Time section in an email or document drawer. This is useful to check if you have already entered the time details for that email/document.

Refer to Using the Email Drawer and Using the Document Drawer.

Displaying Time on the Client or Job Workspace

Plan availability: Elite Plan

When displaying, opening and working with Time and Disbursements in the Client - Time tab, the list is the same as if you were to view the Job workspace and click on the Job - Time tab.

By default, the tab displays the view with "All" Time and Disbursements. You can select from a dropdown to select other views, such as "All - Draft", "All - Draft Time", and "All - Draft Disbursement". These views can be created and saved from the Practice - Time tab. Refer to Practice - Time.

The Client - Time tab displays as follows.

When viewing the Job - Time tab for a Billing Job, all time entries for the associated Workflow Jobs will be displayed.

The Time Tab functions the same way as a Documents List, in that users can add/remove columns, filter, and sort. Refer to Using the Documents Lists.

Important: For practices that have imported Unbilled WIP and new WIP Imported Inactive Users are created, these will display in the Time Lists as "Unknown User" until the current user has logged out and back into FYI.

Click on the row to display the Update Time drawer. You can make adjustments to the time if it has not yet been invoiced.

For each Time or Disbursement entry that has been invoiced, the Invoice icon will be displayed on the right of the row.

Click the icon to display the Drawer icon. 

Displaying Time for the Practice

Plan availability: Elite Plan

The Practice - Time List is an overview of Time and Disbursement entries added to FYI for all users. The list displays important information, like the status of time, the source of the time entry, if the time has been invoiced, and the Write on/off value. Note that time entries made prior to the evening of 30th January 2025 (Australian time) will not have a source value.

 Note: Practice Activity is available only to FYI Admins, or a user in a User Group that has Permissions enabled for Practice Activity.

Using the Sorting and Filtering features, the list can be narrowed to specific entries. You can also use the List tools to save and export the List. Refer to Practice - Time.

Important: For practices that have imported Unbilled WIP and new WIP Imported Inactive Users are created, these will display in the Time Lists as "Unknown User" until the current user has logged out and back into FYI.

Updating Time and Disbursements

Time and Disbursements can be updated manually from the FYI drawer, or by creating a custom Automation Process.

Using the FYI Drawer

When viewing a Time List, for example the "Time" tab within the Job Workspace, click on a Time or Disbursement entry to open the Update Time or Update Disbursement drawer. 

Please note the following Time and Disbursement entries cannot be edited:

• Invoiced Time and Disbursements.
• Locked or Invoiced Interim time entries.

Note: If a time entry is reassigned from an inactive to an active user, the inactive user is removed from the drop-down selection.

The following is an example of the Update Disbursement drawer for a submitted disbursement.

The following is an example of an Invoiced time entry.

Using an Automation Process

Using a Custom Automation Process, you can add the Update Time/Disbursement step to automatically update time entries, for example, to automatically submit draft time entries from the previous month.

Updates can be applied to all entries in a selected View, or to Time or Disbursement entries created earlier in the process. Refer to Process Step Details - Update Time/Disbursement.

Deleting Time and Disbursements

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

Displaying Deleted Time Entries

Users can click the "Unhide Deleted Timesheets" button to display invoices with the status "Deleted". Refer to Deleting Time and Disbursement Entries.

These deleted Time Entries can be displayed from the following workspaces:

• Practice - Time
• Client - Time
• Jobs - Time

Once unhidden, users can restore these time entries, if required. Refer to Restoring Deleted Time and Disbursement Entries.