User guide: How to batch process time and expense entries in Minute7.

Batch processing in Minute7 allows account managers to approve, deny, or mark multiple time and expense entries as billable or non‑billable at once. This feature saves time and ensures consistency across records.

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Step #1: Log in to Your Minute7 Account

• Enter your email and password.
• Click the Log In button.
• Make sure you are logged in as an Account Manager, since batch processing requires manager permissions.

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Step #2: Navigate to the Timesheets or Expenses Tab

• Go to either the Timesheets tab or the Expenses tab.
• Use filters to narrow down the entries you want to modify.
• You can filter by:
  • Date
  • Customer
  • Employee
  • Service
  • Approval Status

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Step #3: Apply Batch Processing Actions

Filter by Date

1. Scroll down to the list of entries.
2. Choose the date range you want to edit.
3. Tilt the box on the main row next to Employee.
4. Select the action you want:
   • Approve
   • Deny
   • Mark as Billable
   • Mark as Not Billable
   • Delete

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Filter by Customer

1. Scroll down to the list of entries.
2. Choose the customer(s) you want to edit.
3. Tilt the box on the main row next to Employee.
4. Select the desired action (approve, deny, billable, non‑billable, delete).

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Filter by Employee

1. Scroll down to the list of entries.
2. Choose the employee(s) you want to edit.
3. Tilt the box on the main row next to Employee.
4. Select the desired action.

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Filter by Service or Approval Status

• Follow the same logic as above.
• You can also filter by multiple categories at once (e.g., date + customer).
• Click More to access additional filter options.