Billing periods will give you the ability to define how often you want to work on your billing data and lock adding, editing, or removing worklogs within a locked billing period to secure your invoices are correct and data remain up to date.
Clockwork allows you to decide what your Billing Periods should be: weekly, bi-weekly, monthly, or any other if they should close automatically at a certain date and time or if you prefer to do it manually after reviewing the timesheets.
This feature is currently in Clockwork Pro beta version and is available upon request.
Set up Billing Periods
To create Billing Periods navigate to the Billing Periods tab and click on Add.
Select the Period start and end dates, optionally you can select the time. Those dates and times use the Timezone set up in the Working Hours Global Settings.
If you want the Billing Periods to automatically close at a certain date and time, tick the Auto close? checkbox and set up when the worklogs should be blocked from adding, editing, and deleting for your users. Then Save.
Locking and Unlocking Billing Periods
Besides automatically locking the Billing Period, you also can lock and unlock them manually, for example when it’s already locked but a user still needs to correct something on his timesheet. To do that use the padlock icon next to the Period. When it’s dark grey - it means the Period is locked. When you click on it, it will change to unlocked. In the same way you can lock an unlocked active Period.
When a user tries to add, edit or delete a worklog within the locked Billing Period, the action will be blocked and he will be notified it’s because the Period is already locked.
