---
title: General | TimeSentry Knowledge Base
description: Learn the fundamentals of how TimeSentry works and how to use it effectively
---
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1. [TimeSentry Knowledge Base](https://help.timesentry.ai/)
2. [General](https://help.timesentry.ai/general)
# General
Learn the fundamentals of how TimeSentry works and how to use it effectively
## Best Practices
- [Best practices for organizing projects](https://help.timesentry.ai/best-practices-for-organizing-projects)
## Core Concepts
- [How TimeSentry handles multi-client and multi-company work](https://help.timesentry.ai/how-timesentry-handles-multi-client-and-multi-company-work)
- [How approvals work in TimeSentry](https://help.timesentry.ai/how-approvals-work-in-timesentry)
- [Key concepts: projects, teams, contracts, and time entries](https://help.timesentry.ai/key-concepts-projects-teams-contracts-and-time-entries)
- [User roles and permissions explained](https://help.timesentry.ai/user-roles-and-permissions-explained)
- [Understanding billable vs non-billable time](https://help.timesentry.ai/understanding-billable-vs-non-billable-time)
## Time Tracking & Approvals
- [Configure billable defaults, activity categories, and automatic actions](https://help.timesentry.ai/configure-billable-defaults-activity-categories-and-automatic-actions)
- [Understand time-entry statuses and actions](https://help.timesentry.ai/understand-time-entry-statuses-and-actions)
- [Reconcile captured activity into time entries](https://help.timesentry.ai/reconcile-captured-activity-into-time-entries)
- [Filter, search, and export time entries](https://help.timesentry.ai/filter-search-and-export-time-entries)
- [Generate and review AI-suggested time entries](https://help.timesentry.ai/generate-and-review-ai-suggested-time-entries)
## Projects, Clients & Contracts
- [Organize, close, and delete projects](https://help.timesentry.ai/organize-close-and-delete-projects)
- [Rename Projects to Matters or Cases](https://help.timesentry.ai/rename-projects-to-matters-or-cases)
- [Configure contract rates, payment terms, and schedules](https://help.timesentry.ai/configure-contract-rates-payment-terms-and-schedules)
- [Manage clients, employees, contractors, collaborators, and vendors](https://help.timesentry.ai/manage-clients-employees-contractors-collaborators-and-vendors)
- [Add team members to a project](https://help.timesentry.ai/add-team-members-to-a-project)
## Tasks, Notes & Calendar
- [Connect Google Calendar or Microsoft 365 Calendar](https://help.timesentry.ai/connect-google-calendar-or-microsoft-365-calendar)
- [View events, tasks, and time in Calendar](https://help.timesentry.ai/view-events-tasks-and-time-in-calendar)
- [Create and organize notes](https://help.timesentry.ai/create-and-organize-notes)
- [Link tasks to clients and projects](https://help.timesentry.ai/link-tasks-to-clients-and-projects)
- [Use List, Board, and Gantt task views](https://help.timesentry.ai/use-list-board-and-gantt-task-views)
- [Create, assign, update, and complete tasks](https://help.timesentry.ai/create-assign-update-and-complete-tasks)
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## Expenses & Documents
- [Search, filter, download, and delete documents](https://help.timesentry.ai/search-filter-download-and-delete-documents)
- [Upload and manage documents](https://help.timesentry.ai/upload-and-manage-documents)
- [Understand document approvals and AI-agent access](https://help.timesentry.ai/understand-document-approvals-and-ai-agent-access)
- [Organize documents with categories and tags](https://help.timesentry.ai/organize-documents-with-categories-and-tags)
- [Filter and review company expenses](https://help.timesentry.ai/filter-and-review-company-expenses)
- [Create and manage expense entries](https://help.timesentry.ai/create-and-manage-expense-entries)
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## Organization & Staffing
- [Plan project roles, budgets, and financial sources](https://help.timesentry.ai/plan-project-roles-budgets-and-financial-sources)
- [Set weekly capacity and interpret utilization](https://help.timesentry.ai/set-weekly-capacity-and-interpret-utilization)
- [Navigate the Staffing workspace](https://help.timesentry.ai/navigate-the-staffing-workspace)
- [Create and manage contacts](https://help.timesentry.ai/create-and-manage-contacts)
- [Understand companies, contacts, and relationships](https://help.timesentry.ai/understand-companies-contacts-and-relationships)
- [Create and adjust staffing allocations](https://help.timesentry.ai/create-and-adjust-staffing-allocations)
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## AI, Agents & Developer Access
- [Understand AI-assisted time capture](https://help.timesentry.ai/understand-ai-assisted-time-capture)
- [Review confidence scores and suggested entries](https://help.timesentry.ai/review-confidence-scores-and-suggested-entries)
- [Create and manage a TimeSentry AI agent](https://help.timesentry.ai/create-and-manage-a-timesentry-ai-agent)
- [Configure an agent's prompt and scheduled heartbeat](https://help.timesentry.ai/configure-an-agents-prompt-and-scheduled-heartbeat)
- [Configure an agent's handlers and permissions](https://help.timesentry.ai/configure-an-agents-handlers-and-permissions)
- [Configure agent skills, tools, and credentials](https://help.timesentry.ai/configure-agent-skills-tools-and-credentials)
- [Chat with an agent and review sessions](https://help.timesentry.ai/chat-with-an-agent-and-review-sessions)
- [Create and revoke TimeSentry API keys](https://help.timesentry.ai/create-and-revoke-timesentry-api-keys)
- [Connect TimeSentry through the MCP server](https://help.timesentry.ai/connect-timesentry-through-the-mcp-server)
- [Understand API-key security and company scope](https://help.timesentry.ai/understand-api-key-security-and-company-scope)
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- [Getting started](https://help.timesentry.ai/getting-started#main-content)
- [Platform Overview](https://help.timesentry.ai/getting-started#platform-overview)
- [Onboarding & Setup](https://help.timesentry.ai/getting-started#onboarding-setup)
- [Troubleshooting](https://help.timesentry.ai/troubleshooting#main-content)
- [Access & Login Issues](https://help.timesentry.ai/troubleshooting#access-login-issues)
- [Time & Data Issues](https://help.timesentry.ai/troubleshooting#time-data-issues)
- [Billing & Payments Issues](https://help.timesentry.ai/troubleshooting#billing-payments-issues)
- [Integration Errors](https://help.timesentry.ai/troubleshooting#integration-errors)
- [Settings, Security & Capture](https://help.timesentry.ai/troubleshooting#settings-security-capture)
- [General](https://help.timesentry.ai/general#main-content)
- [Best Practices](https://help.timesentry.ai/general#best-practices)
- [Core Concepts](https://help.timesentry.ai/general#core-concepts)
- [Time Tracking & Approvals](https://help.timesentry.ai/general#time-tracking-approvals)
- [Projects, Clients & Contracts](https://help.timesentry.ai/general#projects-clients-contracts)
- [Tasks, Notes & Calendar](https://help.timesentry.ai/general#tasks-notes-calendar)
- [Expenses & Documents](https://help.timesentry.ai/general#expenses-documents)
- [Organization & Staffing](https://help.timesentry.ai/general#organization-staffing)
- [AI, Agents & Developer Access](https://help.timesentry.ai/general#ai-agents-developer-access)
- [Reports](https://help.timesentry.ai/reports#main-content)
- [Report Types](https://help.timesentry.ai/reports#report-types)
- [Running Reports](https://help.timesentry.ai/reports#running-reports)
- [Exporting & Sharing](https://help.timesentry.ai/reports#exporting-sharing)
- [Data Analysis](https://help.timesentry.ai/reports#data-analysis)
- [Billing, Finance & Reporting](https://help.timesentry.ai/reports#billing-finance-reporting)
- [Integrations](https://help.timesentry.ai/integrations#main-content)
- [Integration Overview](https://help.timesentry.ai/integrations#integration-overview)
- [Finance & Payments](https://help.timesentry.ai/integrations#finance-payments)
- [Maintenance & Troubleshooting](https://help.timesentry.ai/integrations#maintenance-troubleshooting)
- [Apps & Automatic Capture](https://help.timesentry.ai/integrations#apps-automatic-capture)
- [Core Integrations](https://help.timesentry.ai/integrations#core-integrations)
- [Collaboration & Productivity](https://help.timesentry.ai/integrations#collaboration-productivity)
- [Practice Management & HR](https://help.timesentry.ai/integrations#practice-management-hr)
- [FAQs](https://help.timesentry.ai/faqs#main-content)
- [Getting Started FAQs](https://help.timesentry.ai/faqs#getting-started-faqs)
- [Time Tracking FAQs](https://help.timesentry.ai/faqs#time-tracking-faqs)
- [Billing & Revenue FAQs](https://help.timesentry.ai/faqs#billing-revenue-faqs)
- [Team & Access FAQs](https://help.timesentry.ai/faqs#team-access-faqs)
- [Account & Subscription FAQs](https://help.timesentry.ai/faqs#account-subscription-faqs)
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