Time & Expenses

Overview The new Time Entry form appears everywhere that you can track time in Kantata OX: Timer in the app bar Timesheets page Time Entries p...

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 and how to delete past time off.   Overview There may be times when you need to view or...

  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 ...

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

  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...

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...

  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...

Overview If you have the appropriate Project Permissions, expenses can be logged in Kantata using a supported web browser or the mobile app. The fo...

 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, these processes may look and feel d...

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