Dashboard
Your time, outstanding work, client balances and billing.
Needs attention
Outstanding work
Client overview
| Client | Model | Work balance | This month | Unbilled | Money balance | Net received | Status |
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Track time
Manual entry
Time entries
| Date | Client | Task | Description | Duration | Billing | Type |
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Add client
Clients
Add task
Tasks
Drag tasks by the handle, or use ↑ / ↓. Order is saved for each client.
| Order | Client | Task | Type | Billing | Status | Worked |
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Merge tasks
Combine duplicate or old tasks without losing work history. Historical time entries move to the target task and source tasks are archived.
Reclassify historical work
Change how existing time is billed without changing the task, hours, dates or descriptions.
Add invoice
Invoice history
| # | Date | Client | Status | Amount | Paid | Outstanding |
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Prepaid hour packages
| Paid | Effective | Client | Hours | Amount | Payment linked | Remaining |
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Add payment
Payments
| Date | Client | Applied to | Gross | Applied | Unallocated | Fees | Net | Method |
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Enter transaction
Use this as the main billing entry screen. It can create an invoice, record a payment, add prepaid hours, or record a paid postpaid block.
Transaction history
| Date | Client | Type | Reference | Hours | Charge | Payment | Net | Status |
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Work summary
By client
| Client | Worked |
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By task
| Client | Task | Worked |
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Client & billing report
Leave both dates empty for all history, or choose any custom date range.
Tasks / hours
| Client | Task | Hours | % of work |
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Client totals
| Client | Hours | Invoiced | Gross | Net | Balance |
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Billing treatment
| Treatment | Hours | Work value |
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Work log for selected report
| Date | Client | Task | Billing | Description | Hours |
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Transactions for selected report
| Date | Client | Type | Reference | Hours | Charge | Payment | Net | Status |
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Prepaid hour forecast
Tasks & work history
Use the Tasks & Work template. Existing clients must already exist, or import Client Setup rows from Billing first.
Billing & payments
Use the Billing & Payments template. V6 accepts formatted money such as $1,500.00 and optional prepaid effective dates. Supported rows include Client Setup, Invoice, Payment, Hour Package, Prepaid Purchase and Paid Postpaid Block.
Branding
Data backup
Download one local JSON backup of the portal data before major updates. This does not include your Supabase Auth password or uploaded logo file.
Account
Signed in as —. Database access is restricted to authenticated users.