connectwise-manage-time-entries

name: "ConnectWise Manage Time Entries" description: > Use this skill when working with ConnectWise PSA time entries - creating, updating, searching, or managing time tracking. Covers billable vs non-billable time, work types, work roles, time approval, and time sheet operations. Essential for MSPs tracking technician time and billing in ConnectWise PSA. when_to_use: "When creating, updating, searching, or managing time tracking" triggers: - connectwise time entry - time tracking connectwise - log time connectwise - billable time - non-billable time - work type - work role - time sheet - time approval - hours logged

ConnectWise PSA Time Entry Management

Overview

Time entries in ConnectWise PSA track time spent on tickets, projects, and other activities. Accurate time tracking is essential for billing, resource management, and profitability analysis. This skill covers time entry CRUD operations, work types, work roles, billing settings, and approval workflows.

API Endpoint

Base: /time/entries

Time Entry Types

Time can be logged against different record types:

Complete Time Entry Field Reference

Core Fields

Alternative Time Entry

Billing Fields

Description Fields

Status Fields

Work Types

Work types categorize the nature of work performed.

Common Work Types

Get Work Types

GET /time/workTypes

Work Roles

Work roles determine billing rates based on skill level.

Common Work Roles

Get Work Roles

GET /time/workRoles

Billing Options

Billable Option Values

How Billing is Determined

1. Time entry billableOption (if set)
2. Ticket billTime setting
3. Agreement billing rules
4. Company default

API Operations

Create Time Entry (Start/End)

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "timeEnd": "2024-02-15T10:30:00Z",
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Diagnosed email delivery issue. Identified blocked sender.",
  "addToDetailDescriptionFlag": true
}

Create Time Entry (Actual Hours)

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "actualHours": 1.5,
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Configured DNS records and tested mail flow."
}

Create Time Entry Against Charge Code

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 10,
  "chargeToType": "ChargeCode",
  "company": {"id": 12345},
  "member": {"id": 123},
  "timeStart": "2024-02-15T08:00:00Z",
  "actualHours": 0.5,
  "workType": {"id": 3},
  "billableOption": "DoNotBill",
  "notes": "Weekly team meeting"
}

Get Time Entry

GET /time/entries/{id}

Update Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "notes": "Updated notes with additional details.",
  "actualHours": 2.0
}

Delete Time Entry

DELETE /time/entries/{id}

Note: Cannot delete billed time entries.

Search Time Entries

GET /time/entries?conditions=member/id=123 and timeStart>=[2024-02-01]

Common Query Patterns

Time entries for a ticket:

conditions=chargeToId=54321 and chargeToType="ServiceTicket"

Time entries by member:

conditions=member/id=123

Time entries by date range:

conditions=timeStart>=[2024-02-01] and timeStart<[2024-03-01]

Unbilled time entries:

conditions=status="Open" and billableOption="Billable"

Time entries for company:

conditions=company/id=12345

Approved time waiting for billing:

conditions=status="Approved" and billableOption="Billable"

My time this week:

conditions=member/id=123 and timeStart>=[2024-02-12] and timeStart<[2024-02-19]

Time Sheet Operations

Time Sheet Endpoint

/time/sheets

Get Time Sheets

GET /time/sheets?conditions=member/id=123 and year=2024 and period=7

Time Sheet Status Values

Submit Time Sheet

PATCH /time/sheets/{id}
Content-Type: application/json

{
  "status": "Submitted"
}

Approval Workflow

Approval Status Values

Approve Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Approved"
}

Reject Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Rejected",
  "internalNotes": "Please add more detail about work performed."
}

Bulk Approval

POST /time/entries/bulk
Content-Type: application/json

{
  "ids": [1001, 1002, 1003],
  "operation": {
    "status": "Approved"
  }
}

Charge Codes

Charge codes are used for non-ticket time (meetings, training, etc.).

Get Charge Codes

GET /time/chargeCodes

Common Charge Codes

Best Practices

1. Log time promptly - Enter time daily, not at end of week
2. Be specific in notes - Document what was done for invoice clarity
3. Use correct work type - Important for accurate billing rates
4. Set appropriate work role - Affects billing rate
5. Mark non-billable correctly - Don't inflate billable hours
6. Use charge codes - For internal time tracking
7. Submit time sheets - Follow approval workflow
8. Review before approval - Verify accuracy before submitting

Error Handling

Related Skills

• ConnectWise Tickets - Service tickets
• ConnectWise Projects - Project management
• ConnectWise API Patterns - Query syntax and auth