Time & Expenses

  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...

  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...

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

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 acco...

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

  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...

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

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

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

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

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

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

  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 ...

  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...

  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...

  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...

  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 ...

    Overview With Kantata's time approval functionality, members with Project Lead account permissions (or higher) can access the Time Approvals p...

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 ...

    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...

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