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Configure quick actions and nightly automatic actions

Set the primary quick action

Under Time Entry Quick Actions, choose the primary action shown for AI-suggested entries and used as the mobile swipe-right action:

  • Save: keep the entry in TimeSentry as ready to bill.
  • Save & Sync: save and push it to the configured external system.
  • Save & Submit: save and send it up the approval chain.

Use Save while establishing the workflow. Sync and Submit have downstream effects that can be harder to undo.

Configure nightly automation

Under Automatic Nightly Actions, choose Off, Save, Save & Sync, or Save & Submit. Set a confidence threshold from 0 to 100. Each night, TimeSentry applies the action to the previous day's qualifying suggestions.

Only entries assigned to a client project and otherwise eligible can be submitted. A high confidence score does not replace billing review.

Roll out safely

Start with a high threshold and Save. Review both processed and unprocessed suggestions for several cycles. Document who monitors failures and duplicates before enabling synchronization or submission.

Pause automation

Select Off when mappings, client assignments, integrations, or approval workflows are changing. Turning automation off leaves suggestions available for manual review.

Related articles: Review confidence scores and suggested entries, Create integration rules for automatic routing, How approvals work in TimeSentry.