Batch Actions - Time Slips

When working with a found set of time slips, you can select multiple records and apply a batch action to all of them at once — no need to open and edit each time slip individually.

Selecting Time Slips

Select time slips one at a time using the checkboxes, or select all records in the found set. A live count of selected records appears in the top right, along with a Deselect button to clear your selection at any time. Once at least one time slip is selected, the Select an action... dropdown reveals the batch actions available for this module.

~ Available Actions ~

These actions may be updated from time to time. Hopefully, we will remember to keep this document current.

Hide Records

Removes the selected time slips from the current found set, without archiving, deleting, or otherwise changing the underlying records. This is useful for narrowing what you're looking at without permanently altering anything.

Change Billing Status

Changes the billing status of the selected time slips to whichever value you choose. Only unbilled time slips are updated by this action.

Change Activity

Changes the activity on the selected time slips to whichever activity you choose from the list presented.

Update Billing Rates

Updates the billing rate value stamped on each selected time slip to match the current rate on the associated project. This only applies to time slips that have not yet been invoiced — invoiced time slips retain the rate that was stamped at the time they were billed.

Update Pay Rates

Updates the pay rate on each selected time slip to match the employee's current pay rate. This affects the Direct Labor figure calculated on that time slip.

Update Overhead Factor

Applies the current Overhead Factor from Settings to the selected time slips, replacing whatever factor was previously stamped on them. See Overhead Calculation for how this factor is used.

Update Target Profit

Applies the current Target Profit Percentage from Settings to the selected time slips, replacing whatever value was previously stamped on them. See Fee Burn Calculation for how this figure is used.

Best Practice

Because rates, overhead factor, and target profit are normally stamped on a time slip at creation to preserve historical accuracy, use these update actions deliberately — for example, after a rate correction was needed, or when reconciling time slips entered before a settings change took effect. Since Update Billing Rates and Change Billing Status only affect unbilled time slips, invoiced work is automatically protected from these changes.

Summary

Select time slips individually or all at once, then choose an action from the dropdown that appears once records are selected. Use Deselect at any time to clear your current selection.