Uninvoiced Work

Finance > Uninvoiced work is the queue of everything approved but not yet on an invoice: approved time by client, budget and line, billable expenses and purchase lines ready to on-charge, and billing schedule items whose trigger has fired or which still have an unbilled amount after an earlier invoice. It is where a biller tidies up before drafting invoices.

Time entries are only added while time tracking is enabled. Turning tracking off retains existing entries and their Finance history. See tracking settings.

Task completion submits recorded hours automatically. They become available here after approval. Hours waiting for review or saved as a draft after a submission refusal are not approved work. Resolve those entries in My Time before reviewing them here.

Completion hours are the task’s total effort, recorded against its completion date. A total can exceed 24 hours. Its age in this queue is measured from that date, rather than a breakdown of when each hour was worked.

Who can use it

Reading the queue needs any of these capabilities: finance:draft_invoices, finance:manage_budgets, finance:view_invoices, finance:manage_recognition or finance:issue_invoices. Amounts follow your view capabilities; without prices you see hours only. Posting a write-off needs finance:manage_recognition; anyone else proposes one.

The queue

The totals strip shows Uninvoiced, Held and Ready schedule items, with the amount of work older than 30, 60 and 90 days. Rows are grouped by client, then budget, then line, each with:

Column	Meaning
Type	The line’s billing type
Hours	Approved uninvoiced hours
Amount	The recognisable amount at the rate each entry was approved at. Fixed lines show Included in fixed fee; time over what was sold is shown as over sold
Ready items	Billing schedule items ready to invoice on this budget
Oldest	The oldest unbilled day, with its age bucket

Filters: Client, PM, Billing type, WIP age, Amount at least and Show held. Budgets with time that has no usable rate are counted so you can fix the rate before invoicing.

A fixed item remains included in its agreed fee. Its time valuation uses the fee and estimated hours, so an eight-hour entry on a $40,000 item estimated at 20 hours has a value of $16,000. It does not add another hourly charge to the invoice. Add a positive estimate on the budget if that time is unvalued.

What a line has sold is consumed once. Hours that were written off or already invoiced keep the room they took, so writing off part of a line never turns its over-sold hours back into billable ones. Totals only add up the budgets you are allowed to see.

Draft invoice on each row opens the composer scoped to that budget with its approved work already selected. Choose Schedule items ready to bill in the composer to bill a schedule remainder. The amount stays against its original budget line. Reissue credits restore that work; write-off credits do not. Percentage schedule totals exclude time and materials. A budget’s On approval items become ready when you activate it, and On delivery items when you deliver it. Older active or delivered budgets with missed triggers are checked overnight. Refresh the queue after these actions; future dated items remain scheduled. See the billing schedule rules and Invoices.

Reviewing a budget

You can ask Ru to review a budget’s uninvoiced work. Where a compact review is offered, it separates time within line limits, over-sold time, held work and time included in a fixed fee. It includes up to ten lines and ten ready billing schedule items and states how many are shown. Missing valuations mean the displayed amount is partial, and hidden prices stay hidden. The review changes nothing; open its source link for the full grid and the actions below.

Review on a budget opens the review grid below the client’s budget list: every approved entry with the person, day, task, line, worked and billable hours, its recognisable amount and its state. Select entries and choose:

• Hold: keep them out of the next invoice. Held entries stay in the queue under Show held until you Release them.
• Transfer: move them to another line or budget. Choose Reprice at the new line rate or keep the frozen rate the client agreed.
• Mark non-billable: the hours stay on the budget, the amount leaves the queue. A reason is required and the change is logged as an adjustment.
• Write off: the work never bills. With finance:manage_recognition choose Write off and post; otherwise Propose write-off and the entries stay in the queue showing Proposed, waiting for Finance until Finance posts it. A write-off may itself need approval when a policy applies. Held work can be written off and keeps its value. Work with no usable rate cannot: Runnit says so rather than writing it off for nothing, so add the missing rate or exchange rate first.

Every one of these is dated work, so a closed month refuses it and a soft-closed month asks for a reason before it goes through.

WIP adjustments at the bottom of the grid lists the budget’s write-offs. Finance can Post a proposed one even though somebody else proposed it, anyone with queue access can Withdraw it, and a posted write-off can be Reversed once with a reason, which posts a compensating write-up and returns the entries to the queue.

A proposal describes the work as it stood when it was made. If those entries move to another budget, become non-billable or are unapproved, the proposal is withdrawn and Runnit asks for a fresh one, so nothing is ever posted against work that has changed underneath it.

Next step

Close the month once the queue is clear: Month End, or see what the unbilled work is worth in Revenue and WIP.

Work dates follow your organisation’s timezone, including entries near midnight or a month boundary. Grouping approved work preserves separate tax treatments.

Reversing a write-off

Reversing a write-off restores only the amount that reduced WIP. For example, if a write-off requested $150 but only $100 was available, reversing it restores $100. The restored work ages from when it was originally earned. Reporting totals use the same applied amounts.

Amounts in this queue are before tax. If a budget came from an inclusive quote, new approved time uses its net hourly rate. Drafting an invoice adds the applicable invoice tax to the net amount.

Recorded values when reviewing time

Transferring time keeps its approved price unless you choose Reprice at the new line rate. Moving to a budget in another currency requires that choice. Repricing records the new billable price; recorded delivery cost in the same currency stays unchanged. Marking work non-billable clears its billable value and retains the cost of the hours worked.

If that time had recognised revenue, transferring or repricing it corrects that revenue too. The old entry stays in the audit history with a reversing entry. The destination receives the corrected value if it recognises revenue as work is delivered. Other revenue methods follow their usual trigger.

The correction is recorded in the current accounting month and keeps the work month for reference. Closed months, missing prices or estimates, and a destination budget that blocks overspending can prevent the transfer. Nothing is partly saved when it is refused. See Month End for accounting-period controls.

Unapproving time returns it to draft and clears its approval valuation. Its next approval records new currency evidence. Correcting an exchange rate alone does not revalue approved work. Moving time without repricing keeps its recorded currency values. Unapproving or marking it non-billable reverses the recognised value that was recorded, even if exchange rates have since changed. These values feed Finance Reports.

Time reserved by a self-billed draft or invoice cannot be unapproved or moved to another budget line. Discard or void the self-billed document first, so its sources and payable remain consistent. See Self-billing.

From Month End, open a supporting record to review its budget here. Budget review includes the other available work on that budget, including work outside the month. Select the intended sources before drafting an invoice.

Repricing an approved entry does not replace revenue already posted by its approval. If that posting also needs correcting, unapprove the eligible time, submit it again and approve the corrected entry. Invoiced and locked time must follow their existing correction rules. See Time Tracking.