How to edit or delete a timeslip

This article explains how to edit or delete an existing timeslip in FreeAgent.

Navigate to the timeslip

Navigate to the ‘Work’ tab at the top of the screen and select ‘Time Tracking’ from the drop-down menu. 

This will display the 'Time Tracking' area.

You can choose to view your timeslips by week or day by selecting the relevant option on the right-hand side.

You can filter your timeslips by ‘Invoiced’, ‘Unbilled’, 'Billable', ‘Unbillable’ or ‘Running’ timeslips by selecting the relevant option from the drop-down menu on the left-hand side.

If you have a user access level of 7 or above, you can also filter timeslips by user.

Navigate to the timeslip that you want to edit or delete from the list.

How to edit a timeslip

You can either edit a timeslip by updating the time manually, using the stopwatch or from a project.

If you need to edit a timeslip that has been added to an invoice (an invoice number and a padlock symbol will be displayed against these timeslips), please see the section below.

Updating the time manually

Select 'Edit' to the right-hand side of the relevant timeslip.

Enter the updated time in the field and select 'Save Timeslip'. Please note that the new figure should reflect the total time spent on the task.

Updating the time using the stopwatch

If you are going to do more work on an existing timeslip, select the record button on the timeslip to start the stopwatch timer.

Select the ‘pause’ button to stop the timer when you finish the work. Then the time will automatically be added to the timeslip.

Editing a timeslip from a project

Navigate to the relevant project and select the 'Time' tab. Then, select 'Edit' next to the relevant timeslip.

How to delete a timeslip

To delete a timeslip, navigate to the 'TIme Tracking' area and select the cross to the right-hand side of the relevant timeslip.

Select 'Yes, delete this Timeslip' from the pop-up window to complete the process.

You can also delete a timeslip via a project. To do this, navigate to the relevant project and select the 'Time' tab. Then, select the cross next to the relevant timeslip.

How to edit a locked timeslip

FreeAgent locks timeslips once they are added to an invoice, even if the invoice is in a 'Draft' status. An invoice number and a padlock symbol will be displayed alongside these timeslips.

To edit a locked timeslip, you'll need to edit the invoice and delete the time from the invoice before creating a new timeslip.

To do this, navigate to the relevant invoice and select 'Make Draft' above the invoice template.

Next, delete the time from the invoice by selecting the cross to the right-hand side of the relevant line item. Please note that the ‘Edit’ option to the right-hand side of the line item will allow you to change the time that appears on the invoice, but does not edit your timeslip.

This will unlock the timeslip and allow you to edit it. You can also create a new timeslip and add it to the invoice.