User guide: How to mark an entry as billable or non-billable in Minute7.

In Minute7, you can mark both time entries and expense entries as billable or non‑billable. Billable entries are included on client invoices in QuickBooks, while non‑billable entries are tracked internally for reporting. This guide explains the four different ways you can set or change the billable status of an entry.

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Step #1: Log in to Your Minute7 Account

• Enter your email and password.
• Click the Log In button.

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Step #2: Go to the Timesheets or Expenses Tab

• Navigate to either the Timesheets or Expenses tab.
• Fill out all required information:
  • Employee/Vendor
  • Customer and Job
  • Service Item
  • Class (if enabled)
  • Time worked or Expense details

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Four Ways to Mark an Entry as Billable or Non‑Billable

Option #1: Before Adding the Entry

1. Complete the entry form.
2. Check the Billable box to mark the entry as billable.
3. Uncheck the box to mark it as non‑billable.
4. Click Add Timesheet (or Add Expense) to save the record.

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Option #2: After Adding the Entry (Quick Toggle)

1. Locate the entry in the list below.
2. Hover over the Service field.
3. Click the bubble that says Billable or Not Billable to change the status.
   • If it says Billable, clicking will switch it to Not Billable.
   • If it says Not Billable, clicking will switch it to Billable.

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Option #3: Edit the Entry

1. Locate the entry in the list below.
2. Click the Edit button.
3. Check or uncheck the Billable box.
4. Click Update Timesheet (or Update Expense) to save changes.

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Option #4: Use the Three Dots Menu

1. Locate the entry in the list below.
2. Click the three dots (…) menu.
3. Select Mark as Billable or Mark as Not Billable.

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Key Takeaways

• You can mark entries as billable or non‑billable before saving or after saving.
• There are four methods: checkbox before saving, quick toggle, edit mode, or the three dots menu.
• Billable entries sync with QuickBooks for invoicing; non‑billable entries remain for reporting only.