Time Tracking for CA Firms — Know Where Hours Go
Log time on a task, a client, or other work, with date, duration, and comments on every entry. Firm-level settings keep logging consistent, and active, detailed, and summary reports show exactly where hours go — per client, person, and job.
Every Hour, Accounted For
Built for the way CA firms actually spend time — split across tasks, clients, and work that doesn't fit a task at all.
Log on task, client, or other work
Time doesn't only happen on a task. Log hours against a specific task, against a client directly for work that isn't tied to one, or as other firm work — so nothing your team spends time on goes unrecorded.
- Log against a specific task
- Log against a client, no task required
- Log other firm work separately
Date, duration & comments on every entry
Each entry captures the date the work happened, how long it took, and a comment on what was actually done — enough context for a partner to understand the entry without asking the person who logged it.
- Date the work was done
- Duration logged in hours or minutes
- Comment field for context
Firm-level settings
Configure how time tracking behaves for your whole firm — from a central settings screen, not per user — so every team member logs time the same way and reports stay comparable across the firm.
- Configured once for the firm
- Consistent logging across the team
- No per-user setup to maintain
Active time report
See time being logged right now — an in-progress view of who's working on what today, so a partner can glance at the active report instead of asking the team what they're doing.
- Live view of current logging
- Who's working on what, right now
- No status-check messages needed
Detailed time report
Drill into every individual entry — task, client, date, duration, and comment — for the audit trail a firm needs when a client questions a bill or a partner reviews how a job's hours were spent.
- Entry-by-entry breakdown
- Full context per line item
- Ready for billing or QC review
Summary time report
Roll entries up by client, person, or job to see the bigger picture — which clients eat the most hours, which team members are overloaded, and which jobs run over their expected time.
- Rolled up by client
- Rolled up by person
- Rolled up by job
Know where hours go — per client, person, and job.
A spreadsheet timesheet only tells you what someone remembered to type in at the end of the day. Finexo captures time as work happens and turns it into reports a partner can actually act on.
How Time Tracking Works
Four steps to go from scattered timesheets to reports the whole firm can rely on.
Turn on time tracking
Configure the firm-level settings once — how time gets logged and what the team can select against.
Team logs time as work happens
Each entry goes against a task, a client, or other work, with date, duration, and a comment.
Check the active report
See what's being logged right now across the firm, without pinging anyone for a status update.
Review detailed & summary reports
Drill into individual entries or roll hours up by client, person, or job to see where time really goes.
Three Reports, One Clear Picture
From what's happening right now to the firm-wide rollup — pick the view that matches the question you're asking.
Active Report
An in-progress view of time being logged right now — see who's working on what today without asking.
Detailed Report
Every entry broken down individually — task, client, date, duration, and comment — for billing or QC review.
Summary Report
Hours rolled up by client, person, or job — the firm-wide view of where time really goes.
Frequently Asked Questions
What is time tracking in Finexo PMS?
Time tracking lets your team log hours spent on work — against a specific task, against a client directly, or as other firm work — with a date, duration, and comment on each entry. Firm-level settings control how logging behaves, and active, detailed, and summary reports show where those hours actually go.
Can I log time without linking it to a task?
Yes. Time tracking supports three ways to log an entry: against a task, against a client with no task attached, or as other work that isn't tied to a specific client or task. This covers ad-hoc work like calls, meetings, or admin time that doesn't fit neatly into a task.
What information does each time entry capture?
Every entry records the date the work was done, the duration, and a comment describing what was worked on. Combined with who logged it and what it was logged against (task, client, or other), that's enough detail to reconstruct exactly how time was spent.
What do the firm-level settings control?
Firm-level settings configure how time tracking works across your whole team from one place — so every team member logs time consistently, and the reports you pull are comparable across clients, people, and jobs instead of depending on individual habits.
What's the difference between the active, detailed, and summary reports?
The active report shows time being logged right now — an in-progress, who's-working-on-what view. The detailed report breaks time down entry by entry for audit or billing review. The summary report rolls hours up by client, person, or job so you can see the bigger picture at a glance.
Related Features
Ready to See Where Your Hours Go?
Turn on time tracking and get active, detailed, and summary reports the whole firm can rely on — no spreadsheet timesheet required.