Time & Expenses

  • Time & Expense Overview

      Whether you’re tracking time and expenses or approving them, Kantata makes it easy to stay on top of things. Your team's time, expenses, and inv...

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  • Locations Settings

      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...

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  • Time Off Overview

      Overview Account Administrators, designated time managers, and individual contributors can submit and edit time off directly in Kantata OX. When...

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  • Managing Your Time Off

      Overview You can submit time off and edit or delete upcoming time off from the User Details side panel. Depending on how your organization's...

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  • Managing Time Off for Account Members

      Overview If you are an Account Administrator or manager responsible for entering time off for others–such as team members or direct reports— you...

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  • Managing Past Time Off

      Overview There may be times when you need to view or delete past time off for yourself or members of your account. You can view past time off fr...

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  • How to Enter Time From a Project

      How to Enter Time from a Project Users with account permissions of Collaborator (or higher) can enter time and expenses directly from the Time &...

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  • Timesheets Overview

        Overview Mavenlink Timesheets makes it easy to enter time for all your projects at once for a given week. It also lets you quickly see your To...

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  • How to Enter Time in Timesheets

      Timesheets provide a weekly overview of time entries across projects. This is especially useful if you are splitting your time between multiple ...

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  • Time & Expense Settings

      Overview These settings can be used individually or collectively and provide you with more control over how time is tracked on your account. To ...

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  • How to Create and Delete Expense Categories

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

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  • Project Completion Estimates

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

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  • Vendors Settings

      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...

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  • Vendor Expenses

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

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  • Export Time Entries

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

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  • Expense Approvals

      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 ...

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  • Changing from Individual Bill Rates to Rate Cards

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

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  • Time Entry Form & Timer

      How to Use the Timer The Timer allows you to track time from anywhere in Kantata OX, without leaving the page you're on or disrupting your workf...

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  • Time Lock

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

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  • Unlock Time

      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...

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  • Member Cost Rates

      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...

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  • Cost Rates & Analytics

      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...

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  • Override Team Member Rates for a Project

      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...

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  • Selecting a Project's Currency Type

      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 ...

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  • Changing Your Account's Default Currency

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

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  • Designate Time Approvals

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

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  • Time Approvals

    Available in: Enterprise and Premier Overview With Kantata's time approval functionality, members with Project Lead account permissions (or higher...

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  • How to Log Expenses

    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 ...

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  • How to Track Time in Kantata OX

        Time can be tracked in projects where Financials have been enabled in Project Settings. There are multiple ways that you can track time in Ka...

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  • How to Create an Expense Report

    Premier Customers with Expense Approvals Required Overview Expense Reports allow you to group related-expenses within a project, keeping the approv...

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