Time Tracking & Billable Hours

Automated time capture and invoice generation keeps billable hours from slipping through the cracks.

83 hrs
Time saved/month
12
Companies have mapped
Map This Automation

About This Automation

Time tracking and billable hours processing involves collecting timesheets, validating entries, applying rates and discounts, and building invoices for client billing. Manual review of each entry against project rates and terms is error-prone and consumes significant project manager time.

Automation validates timesheet entries, looks up billable rates, applies negotiated terms, and generates invoice line items automatically. The project manager reviews only exceptions and approves the final invoice, reducing processing time and billing errors.

Key features
Validate timesheet entries for completeness and flag missing or unclear data automatically
Classify entries as billable or non-billable based on task type and project rules
Look up and apply correct billable rates from a centralized rate sheet
Calculate billable amounts with negotiated discounts, retainers, and caps applied
Generate invoice line items with hours, descriptions, and amounts ready for approval
Reconcile timesheet totals to invoice totals and flag discrepancies

How The Automation Works

The full workflow, from trigger to completion.

1. Timesheet Submittedtrigger

A timesheet is submitted via email or time tracking tool, or a scheduled weekly review is triggered.

2. Extract Time Entries

The automation reads timesheet data from email attachment, spreadsheet, or time tracking API and parses each entry into structured data.

3. Validate & Classify Entries

The automation reviews each entry for completeness, matches it to a project, and classifies it as billable or non-billable based on task type and project rules.

4. Look Up Rates & Apply Rules

The automation queries a rate table, applies project-specific rates, discounts, and caps, and calculates the billable amount for each entry.

5. Create Invoice Line Items

The automation builds invoice line items with hours, descriptions, rates, and amounts, ready for review and sending.

6. Notify Project Manager

The automation sends a summary or email showing billable hours, non-billable time flagged, and a link to the draft invoice for final review.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
83hrs/month
Process pain:8.2/10
Mapped by:12 Companies

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