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The Time Entry Triage action automatically reviews time entries to detect missing notes, incorrect work types, billing compliance issues, or policy exceptions. It helps ensure accurate billing and consistent time tracking across your team.
Automating time entry review saves managers from manually checking every entry while ensuring billing accuracy and compliance. Catch issues before they reach customers and maintain consistent time tracking standards.
This action is available for both triggered and scheduled workflows.

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Quick start

1

Add to time entry workflow

Add the action to workflows that process time entries, either when created or during review periods.
2

Define review criteria

Set up criteria for what constitutes complete and accurate time entries based on your billing standards.
3

Configure follow-up actions

Use “Update Time Entry Fields” to apply corrections and “Notify Internal Team” to alert about issues.
4

Test and monitor

Review results in Event History and adjust criteria based on your team’s time tracking patterns.

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How it works

This action analyzes time entries to ensure quality and compliance:
  1. Reviews entry details - Checks notes, work types, billable status, and duration
  2. Validates completeness - Ensures all required information is present
  3. Checks compliance - Verifies entries meet your billing and policy standards
  4. Identifies issues - Flags missing notes, incorrect categories, or policy violations
  5. Suggests corrections - Provides specific recommendations for improving entries

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Setup

Time entries to review: Works with time entries from your workflow trigger or previous actions. Review criteria: Define standards for complete time entries, including required note details, appropriate work types, and billing compliance rules. Custom instructions (optional): Provide specific guidance for your billing standards and time tracking policies.

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What you get

After running, you’ll have detailed analysis of time entry quality, specific recommendations for corrections, and flags for entries that need manual review or adjustment.

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Common use cases

Automatically check time entries for billing accuracy before they’re approved, ensuring all billable time has proper documentation and work type classification.
Identify time entries with incomplete or missing notes that could cause billing disputes or compliance issues.
Verify that time entries use correct work types and service categories for accurate reporting and billing.
Detect time entries that violate company policies, such as excessive hours or inappropriate billing categories.

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Best practices

Establish specific standards for complete time entries, including minimum note requirements, appropriate work types, and billing compliance rules.
Use scheduled workflows to periodically review time entries and catch issues before they impact billing or reporting.
Pair with “Update Time Entry Fields” to automatically apply standard corrections for common issues.
Use triage results to identify training opportunities and improve overall time tracking quality across your organization.

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Example workflows

  1. Trigger: Time entry created
  2. Time Entry Triage - Review for completeness and accuracy
  3. Update Time Entry Fields - Apply any necessary corrections
  4. Result: All time entries meet quality standards immediately
  1. Trigger: Scheduled workflow (weekly)
  2. Find Entities - Get all time entries from past week
  3. Time Entry Triage - Review for billing compliance
  4. Notify Internal Team - Alert managers about flagged entries
  5. Result: Proactive billing quality assurance
  1. Trigger: Time entry created with high hours
  2. Time Entry Triage - Check against policy limits
  3. Add Ticket Note - Document policy violations
  4. Notify Internal Team - Alert managers for review
  5. Result: Immediate flagging of potential policy violations