Locking the timesheets on a workflow prevents anyone from adding, editing, or deleting time entries for that workflow. Use it once a workflow has been billed or completed so the historical record stays intact and can't be accidentally altered.

Lock a workflow

  1. Open the workflow.
  2. Click the Time & Billing tab.
  3. Click the action menu (three-dot icon) in the Time Entries section and choose Lock Timesheets.
  4. Confirm the action.

Once locked:

  • New time entries cannot be created against this workflow.
  • Existing entries cannot be edited, reassigned, or deleted.
  • The lock icon appears next to the workflow name in lists and reports.

Unlock a workflow

  1. Open the workflow.
  2. Open the Time & Billing tab.
  3. From the same action menu, choose Unlock Timesheets.
  4. Confirm.

Editing resumes for everyone with permission to log time against the workflow.

See which workflows are locked

Open Reports > Workflow Lock Status to see a single list of all locked workflows with the lock date and who locked them. Useful at month-end for confirming everything that's been billed is closed.

Mark a workflow as Final Billed

If the workflow's billing is also complete, use Mark as Final Billed from the same menu. This is a stronger signal that the workflow's financials are closed — it appears as a separate flag in reports and is the cleanest way to exclude a workflow from any future bulk billing run.

Tip: Lock timesheets the moment you generate the invoice — it makes the close-out predictable and removes the risk of someone logging late time onto a billed workflow.

Note: Locking does not affect comments, items, or files — only time entries. To prevent any further activity, change the workflow status to Completed as well; the workspace itself becomes read-only.