Search Results

Rate locking freezes the hourly rate on a time entry so that future rate changes don't retroactively alter historical billing data. This page covers the two mechanisms Invup provides — rate lock policies (which control when a rate is frozen on individual entri...

Invup lets you select multiple time entries and act on them at once — useful when you need to clean up test data, remove duplicate entries, or clear out entries from a cancelled project. This page covers how to select, filter, sort, and bulk-delete time entrie...

Every time entry in Invup is a record of work performed by a team member on a specific date, tracked against a project. This page documents each field on a time entry — what it means, whether you set it or the system manages it, and any constraints to be aware...

Projects in Invup can optionally use services to categorize the types of work being tracked — for example, "Design", "Development", or "Consulting". When services are enabled on a project, each time entry must specify which service the work falls under. This p...

Services represent the types of work your organization performs — things like "Design", "Development", "Consulting", or "Project Management". They provide a way to categorize time entries, control billing rates at a granular level, and distinguish between work...

Your organization's service library is where you define the types of work your team performs. This page walks through creating, editing, archiving, and deleting services, and explains each field on a service. For an introduction to what services are and how th...

A member-service rate is a custom hourly rate set for a specific team member on a specific service. It applies across all projects that use that service, making it the right tool when a team member should always be billed at a different rate for a particular t...

Time tracking in Invup lets your team log the hours they spend on projects, so you have accurate records for billing, reporting, and payroll. Every time entry captures who did the work, when, how long it took, and — if your projects use services — what type of...

This guide walks through creating a time entry in Invup — from opening the form to saving the entry. For a reference of every field and its constraints, see Time Entry Fields Reference. Creating a Time Entry Navigate to the Time Entries page. Click the + but...

Invup lets you set hourly rates at multiple levels — on a team member, a service, a project, or any combination of the three. When a time entry is created, Invup needs to decide which rate applies. This page explains how that decision works. The Problem Imagi...

Projects are the backbone of time tracking and billing in Invup. Every time entry belongs to a project, and every project can be linked to a client — so when it's time to invoice, you have a clear record of what work was done, for whom, and at what rate. Wheth...

This guide walks through creating, editing, and managing projects in Invup. For an introduction to what projects are and how they fit into the platform, see the Projects Overview. Creating a Project Navigate to the Projects page. Click the + button in the to...

Every team member who needs to log time to a project must first be assigned to it. This page covers how to add and remove team members on a project, and how to set custom rates at the project level — both for non-service projects (project-member rates) and for...

The Slack integration connects your Invup organization to a Slack workspace, bringing time tracking directly into the tool your team already uses every day. Instead of switching to a separate app to log hours, team members receive a daily prompt in Slack and c...

This guide walks through connecting your Invup organization to a Slack workspace, what happens after installation, and how to disconnect if needed. Prerequisites Before you begin, make sure you have: Owner or Admin role in Invup — team members and contributo...

For the Slack integration to send daily prompts and accept time entries, Invup needs to know which Slack user corresponds to which team member. This connection is called mapping, and it happens automatically — Invup matches team members to Slack users by compa...

Daily prompts are automated Slack direct messages that remind each team member to log their hours. Every working day at a scheduled time, each linked team member receives a message listing their assigned projects with buttons to record time — right inside Slac...

The /invup slash command lets you check your time tracking progress directly in Slack. You can pull up summaries for the current week, last week, or any month — without opening the Invup web app. All commands are visible only to you (they don't post to the cha...

The Dashboard gives you a visual summary of how your team's time is being spent. It takes the time entries your team has logged and presents them as charts, tables, and summary cards — so you can quickly understand totals, spot trends, and see how work is dist...

This guide walks you through how to open the Dashboard and what you'll find on the page. For a broader introduction to what the Dashboard is and who can access it, see the Overview. Opening the Dashboard Click Dashboard in the sidebar navigation. It's the fir...