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Topics

• Getting started

  7 articles

  Sign up, set up your account and learn who can do what.

  • Sign up and start your free trial
  • Set up your account: the first-steps checklist
  • Sign in: email link, password, Google or Microsoft
  • Reset or set your password
  • Roles and permissions: admin, manager and member
  • Your free trial and what happens when it ends
  • Install LockedHours on your computer or phone

• Importing from Harvest

  4 articles

  Bring your whole history across and check every figure.

  • Import your Harvest account, step by step
  • Create a Harvest personal access token
  • Read the import verification report
  • What comes across from Harvest (and what doesn't)

• Tracking time and expenses

  8 articles

  The timer, the day view, the weekly timesheet and expenses with receipts.

  • Track time with the timer
  • Add, edit or delete time entries
  • Fill in your weekly timesheet
  • Require notes on time entries
  • Weekly reminders to log time
  • Submit your week for approval
  • Approve or reject timesheets
  • Add expenses and receipts

• Clients, projects and budgets

  9 articles

  Clients, contacts, tasks, project types, rates and budgets.

  • Add clients and contacts
  • Set up tasks and default task rates
  • Create a project: type, rates, tasks and team
  • How hourly rates work: project, task and person rates
  • Set project budgets and budget alerts
  • Archive or restore a project
  • Duplicate a project
  • See a project's spend over time
  • Expense categories and unit prices

• Team and rates

  3 articles

  Invite people, choose their access and set their rates.

  • Invite your team
  • Set hourly and cost rates, with a start date
  • Deactivate or reactivate a person

• Reports

  7 articles

  Hours, uninvoiced work, budgets, profitability and utilization.

  • Reports: periods, filters and tabs
  • Time and Detailed reports
  • Find work that hasn't been invoiced
  • Read the Profitability report
  • Read the Team (utilization) report
  • Export a report to CSV (Excel, Google Sheets)
  • The Expenses report

• Invoices

  12 articles

  From tracked time to a paid invoice, credit notes and taxes.

  • Set up invoicing: business details, logo and defaults
  • Create an invoice from tracked time
  • Create a blank invoice (fixed fees, products, one-off work)
  • Edit a draft invoice: lines, taxes, discount and dates
  • Issue and send an invoice, and share its link and PDF
  • Invoice numbering: formats, next number and gaps
  • Taxes, VAT, reverse charge and tax notes
  • Record payments, write off or reopen an invoice
  • Automatic overdue reminders
  • Recurring invoices for retainers and maintenance plans
  • Correct an issued invoice with a credit note
  • Invoicing in Spain and other countries with special rules

• Account, data and support

  4 articles

  Your free trial, data export, closing the account and getting help.

  • Export all your data
  • Close your account (and change your mind)
  • Get help from support
  • Change your timezone, currency, time format or week start

• Troubleshooting

  9 articles

  Quick fixes for the problems people run into most.

  • I didn't get the sign-in link
  • My timer is still running (I forgot to stop it)
  • I can't edit or delete an issued invoice
  • The numbers don't match Harvest
  • I can't see a project when tracking time
  • A time entry is locked
  • I can't issue an invoice
  • Accept an invitation (or the link doesn't work)
  • My Harvest import stopped