Logging time with work journals

Logging time with work journals

A work journal is how you record time and effort in NexerIQ — which project, what you did, and how long it took. Logging time keeps projects honest: it shows real progress and feeds billing. Each journal covers one employee over a date range, and you add an entry for each piece of work. This article covers creating a journal, adding entries, and getting it approved.

Create a work journal

  1. Go to WorkWork journals and click New work journal.
  2. Pick the Employee (this defaults to you) and set the Period start and Period end dates.
  3. Click Save — NexerIQ opens the new journal so you can add entries.

Add and edit entries

While a journal is Open, click Add entry. Each entry records the work date, hours, billable hours, work type, and the work project (and a phase or task if your company uses them). Use the entry's menu to Edit entry or Delete entry, and use the box icon to manage any Products tied to that line.

Submit for approval

When the journal has at least one entry, open the Actions menu and choose Submit journal. Its status moves from Open to Submitted, and entries can no longer be edited.

Approve entries

How approval works depends on your company's setup:

  • Head approval — choose Approve journal to approve everything at once.
  • Line approval — use Approve line on each entry, or Approve all lines together.
  • No approval — entries can be booked directly.

Approved entries show an Approved badge. Once an entry is booked it shows Booked, and when the period is finalized the journal becomes Locked and read-only.

What's next

To turn billable time into invoices, see the article on billing time from a work journal.

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