CSV exports for clients, projects, and time entries

Fri, 15 May 2026 00:00:00 GMT

The Import page just became Import & Export. Company admins can now download clients, projects, or time entries as CSV — same column shape the importer accepts, so a file exported from one tenant drops cleanly into another.

What you can export

Clients — every client (including archived) with code, contact, address, and notes.
Projects — every project with its client mapping, rate, and budgets.
Time entries — every entry across all users in a date range you pick. Defaults to the last 90 days; extend it as far back as you need.

A few details worth knowing

Exports stream directly to your browser, so a year of time entries downloads the same way a handful of clients does. Every export lands in the audit log — who pulled what, when, how many rows — so there's a clean forensic trail. The tab is gated to Company Admin and above; Managers and Employees don't see it.

You'll find it at Settings → Import & Export → Export.

Billed and approval-locked entries are now visually distinct

Mon, 11 May 2026 00:00:00 GMT

Time entries can be locked for two very different reasons, and we used to draw both the same way. Now you can tell them apart at a glance.

What changed

Approval-locked entries (on a Submitted or Approved timesheet) show a blue clock-on-lock icon. These are reversible by the everyday workflow — withdraw the timesheet, or ask your manager to unapprove it.
Billed entries (already on a sent invoice) show an amber receipt icon. These are immutable until the invoice is voided — a deliberately heavier action, because voiding may mean a credit-memo conversation with the client.

The same vocabulary now runs through tooltips, snackbars, and server-side error messages. "Billed" leads any message about an invoice-locked entry; "Submitted" or "Approved" leads any message about an approval lock.

Where you'll see it

Everywhere we render a lock state:

The calendar on My Time (Day, Week, and Month views)
Approvals when reviewing or editing on someone else's behalf
The Edit Entry dialog title bar (now shows the receipt icon when billed)
Your dashboard's weekday chips (the lock indicator is now the soft blue clock-lock instead of a generic padlock)

Why we did it

The two states have very different recovery paths, and conflating them was costing people time. A locked timesheet is a one-click conversation with your manager; a sent invoice is an AR action. Now the icon tells you which one you're up against before you even hover.