Ledger & workflow
Timesheet Management in LedgerTitan: List, Calendar, and Payroll-Ready Export
Time is the connective tissue between delivery and billing. When hours live in a separate timer app—or worse, a spreadsheet—partners lose visibility, invoices lag, and payroll prep becomes a scavenger hunt. LedgerTitan keeps timesheets next to clients, projects, and invoices so the same hours power billing and month-end payroll prep.
Why timesheets belong in practice management
Standalone time tools are fine for freelancers. Firms need more:
- Client and project context — every entry ties to who the work is for
- Status and review — pending vs completed before hours hit an invoice
- One export path — CSV for payroll or audit without re-keying
- Workflow hooks — automated reminders and period CSV emails from project steps
LedgerTitan’s timesheet module is built for that shared record, not a parallel silo.
List view: filter, review, and act
The timesheets list is the day-to-day control surface:
- Search and filter by status, billable flag, client, project, and person
- Date ranges that match the period you are closing or invoicing
- Bulk status updates and deletes for managers cleaning a period
- Export to CSV with the same filters applied—ready for payroll admins or external review
Non-managers typically see only their own rows; organization admins can manage the full org set.
Calendar view: see the period at a glance
A calendar layout makes multi-day entries and coverage gaps obvious. Switch between week and month orientations, scan who logged where, and open an entry without leaving the visual context.
Calendar and list share the same underlying timesheet data and preferences, so switching views does not restart your filters or lose period context.
From hours to invoices
Billable timesheets feed invoicing without a separate export ritual. When QuickBooks is connected for the organization, firms can generate or sync invoices from approved hours. Native invoicing remains available on plans that include it.
The point is continuity: the hours your team already logged are the hours that appear on the invoice.
Payroll prep without leaving the workspace
Month-end payroll needs the same hours file. LedgerTitan’s Monthly Payroll Run project template can:
- Remind teams to submit time before period end
- Email a timesheet CSV for the project period
- Optionally sync hours to QuickBooks as TimeActivities when QBO is linked
That closes the loop from daily time entry to payroll handoff—without copying rows into a spreadsheet. See the companion guide on monthly payroll workflow.
Bottom line
LedgerTitan timesheets keep list, calendar, export, invoicing, and payroll prep on one client-aware record—so time tracking stays part of delivery instead of a side tool.
Frequently asked questions
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