Time & Expenses
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Time & Expense Overview
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...
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How to Track Time in Kantata OX
Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, Project Lead, Project Creator, Collaborator, or Colla...
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Time Entry Form & Timer
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...
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Time Off Overview
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...
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Managing Your Time Off
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...
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Managing Time Off for Account Members
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...
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Managing Past Time Off
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...
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Timesheets Overview
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 ...
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Time & Expense Settings
Overview The Time & Expense Settings page gives Account Administrators more control over how time and expenses are managed at the account level...
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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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How to Create, Update, 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
Overview Kantata uses three different calculations for estimating project completion: EAC (Estimate at Completion)—This is what has already been...
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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
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...
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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
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...
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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 navig...
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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
Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview With Kantata's time approva...
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How to Log Expenses
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...
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How to Enter Time From a Project
Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, Project Lead, Project Creator, Collaborator, or Colla...
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How to Enter Time in Timesheets
NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel d...
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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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