Reconcile captured activity into time entries

What Reconcile is for

The Reconcile workspace helps turn captured or imported activity into complete time records. It presents two status columns so you can compare and advance entries while keeping the underlying date, client, project, duration, and description visible.

Open Time > Reconcile. The default board loads the last seven days and commonly compares AI Suggested entries with a later status. You can choose the status displayed in the left and right columns.

Filter the board

Use the date, client, project, timekeeper, billable, source, search, and sort controls to narrow the board. Status is selected separately for each column.

Available column statuses include AI Suggested, Ready to Bill, Submitted, Needs Review, Recalled, Approved, Rejected, and Synced.

Import from a connected system

When the active company has a supported system of record configured, Reconcile displays Import from [system].

Select the date range.
Choose the import action.
Track the background task from the notification control.
Review the completion message and refreshed entries.

The current import request must cover one year or less. The connected system can impose a smaller limit or closed-period rule.

Review each entry

Before advancing an entry, verify its client, project, timekeeper, date, hours, billable status, description, category, and billing codes. Edit or remap incomplete suggestions. Remove or archive records that do not represent work.

Advance entries

You can use the action on a card or move it to a compatible destination column. TimeSentry translates the status change into a valid lifecycle action, such as Save, Submit, Approve, Recall, or Sync.

Not every status can move directly to every other status. The server determines the actions available for each entry. If a move is rejected, review the entry's ownership, project assignment, current status, and integration configuration.

Avoid duplicates

Do not manually recreate an entry while its import or AI-generation task is still running. Wait for completion, refresh the board, and inspect the source and date before adding a replacement.