Time & Expenses

  Locations If your organization is operating in more than one state or country, you may need to track where work is being performed—for both anal...

A quick overview of time off/PTO—learn how to designate who can submit and approve time off, where time off is added, and where to view upcoming an...

  Learn how to add, edit, and delete time off/PTO for yourself. Overview You can submit time off and edit or delete upcoming time off from the Us...

Learn how to add, edit, and delete time off/PTO for other people.   Overview If you are an Account Administrator or manager responsible for enteri...

Learn how to view past time off/PTO in the Resource Center or project Resourcing tab and how to delete past time off.   Overview There may be time...

 Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, Project Lead, Project Creator, Collaborator, or Colla...

  NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, this page may look and feel differe...

  NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel d...

EARLY ACCESS! The Time Tracking Enhancements feature is now available in Early Access, giving users like you the opportunity to adopt new features...

  Overview The Time & Expense Settings page gives Account Administrators more control over how time and expenses are managed at the account level....

Available in: All PlansUser Permissions Needed: Account Administrator Overview Kantata OX has six default expense categories: Entertainment, Food, ...

Overview Kantata uses three different calculations for estimating project completion: EAC (Estimate at Completion)—This is what has already been...

  Vendors These settings allow you to create a list of vendors that members can select from when logging an expense. This gives you control over w...

  Overview This feature helps you keep track of non-reimbursable expenses that are reimbursed to vendors, not the individual user who is entering ...

  Overview You can download time entry data to a CSV or Excel spreadsheet from the Time Entries page. To ensure that you promptly receive exported...

  Overview An important aspect of every business is tracking expenses. You need to know what you are charging the client and what to reimburse. A...

  Overview Individual bill rates are typically used when rates differ for each project or phase of a project, in instances where rates are not tie...

  NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel d...

  Overview Administrators and accountants sometimes worry about users making changes to past time entries. Not only does this break financial comp...

  Overview Account Administrators sometimes may need to unlock time in order for changes to be made. Kantata OX’s Time Lock feature provides a way...

  Overview Kantata OX allows you to assign all your team members a Bill Rate and Cost Rate. We use these rates to help you project your revenue an...

  Overview Mavenlink's T&M Margin Analysis report uses the Group filter to measure your bill rates, cost rates, and actual and projected margins—b...

  Overview Although the default rates for all new projects are set on the Account Members page, there may be instances where you want to change th...

  Overview When you create a new Project, you have the ability to set the project's currency type. Any members that are added to the project with ...

  How to Switch Your Account's Default Currency To change the Default Currency settings for your account, hover over Settings from the left navig...

  Kantata expedites the time approval process by allowing you to give members with Edit Financials (or higher) project permissions the ability to ...

 Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview With Kantata's time approva...

Expenses can be logged in Kantata using a supported web browser or the mobile app. The following explains how to add expenses via web browser. How ...

    NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel...