Review captured time before it becomes an invoice
A practical checklist for evaluating time capture, manager review, and billing handoffs.
By Simple Intelligence Group ยท Practical buyer guide
Start with a billing question
A calendar entry tells you that time was reserved. It does not establish that the meeting happened, which customer benefited, or whether the work is billable. Treat captured activity as evidence for a proposed entry. The person responsible for the work should review it before an invoice depends on it. This guide describes an evaluation method, not a promise that every connector or billing destination is available.
Follow one realistic example
Use a fictional customer and a short internal demonstration. Ask the presenter to capture a meeting, identify its source, assign the correct project, and explain the proposed duration. Then change the duration and mark part of the activity non-billable. A useful demonstration shows the correction as clearly as the initial suggestion. It should explain what happens when two sources describe the same meeting.
Check the handoff
Ask who can approve the entry, whether a rejected entry can still reach billing, and what a manager sees when an entry changes after review. Inspect the receiving record instead of assuming that an export button proves the invoice is correct. If a destination is unavailable, the presenter should say so and show the supported alternative. Confirm the relevant tenant, project, currency, and billing policy before using live customer data.
Define a small pilot
Choose one team and a fixed evaluation period. Compare recorded time with the team's reviewed work log, then measure the effort spent correcting entries. Count duplicates and missing entries separately. A successful pilot improves the quality of the approved record without making the review burden worse. Do not infer savings from the number of suggestions generated. Review trial terms, including any card requirement and automatic paid conversion, before starting.
Bring these questions to your walkthrough
- Where did this suggested entry come from?
- Who can approve or reject it?
- What prevents duplicate billing?
- What reaches the billing system after a correction?
These are evaluation questions. The product page states current availability, trial conditions, and implementation limits.
Review the product and its availability