How to use the Flextime report?
TL;DR: The Flextime report shows each member's logged work time versus their agreed hours, helping accounting firms manage overtime, vacations, and sick days. Admins can approve or reject time entries directly from the report.
Who can do this
All members can view their own Flextime report data.
Admin users can view all members' data and approve or reject time entries.
The Flextime app must be activated in Settings & Apps before the report is available.
Flextime helps accounting firms manage vacations, overtime, and sick days
Members can see the difference between expected and actual work time in the Flextime report. The Flextime report always opens with the dates of the active period and the company account filter.
Understanding the Flextime report columns
The Flextime report displays the following columns for each member:
Period - The currently active period. The length of the period is specified in the agreement (week or month).
Task count - Number of tasks where the member has logged time.
Total - Total time logged by the member.
Agreed - Expected work hours defined by the agreement.
Balance - The difference between the expected hours in the agreement and the hours logged in the period.
Decision - Decision made by an Administrator (Admins can approve or reject logged hours).
Flextime credit - The cumulative difference between actual and expected working hours across all periods.
Approving and rejecting time entries
Admin users can approve or reject the time entered by members.
Open the Flextime report.
Locate the member whose time entry you want to review.
Click the Approve button (green tick) to confirm the entry, or click the Reject button (red cross) to reject it.
Optionally, add a comment to explain the decision.
Tip: The Flextime credit column gives you a running total across all periods, making it easy to spot members who have accumulated significant overtime or undertime.
Troubleshooting
Flextime report is not visible: Make sure the Flextime app is activated in Settings & Apps. If it is not enabled, the report will not appear in the navigation.
Balance shows unexpected values: Verify that the member's agreement has the correct expected hours and period length (week or month) configured. Incorrect agreement settings will produce misleading balance values.
Cannot approve or reject time entries: Only users with the Admin role can approve or reject entries. Regular members can view their own data but cannot make decisions on time entries.
Flextime credit does not match manual calculations: The credit is cumulative across all periods. Check whether any past periods had decisions (approvals or rejections) that adjusted the totals.