Use “Open an engagement” in Recued. Record a client and the hourly rate you bill them. Keyed on the label, so re-running with the same one converges instead of opening a second engagement at a different rate.
Open an engagement
Use “Open an engagement” in Recued. Record a client and the hourly rate you bill them. Keyed on the label, so re-running with the same one converges instead of opening a second engagement at a different rate.
Complete workflow
Billable Hours
5 pinned recipes
Use Billable Hours in Recued for time tracking, invoicing, freelance, and consulting. It includes 11 built-in actions and 4 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Log hours” in Recued. Record one block of work against an engagement. It uses the connections and settings you choose when you run it.
Use “Show unbilled hours” in Recued. What you have worked and not yet billed, per task. Hours and entry count come from the store over every matching row; the per-task money breakdown covers the entries fetched, and the card says when those differ.
Use “Bill a period” in Recued. Group a period's unbilled billable hours by task, stamp each entry with your invoice reference, and produce invoice lines whose amounts add up to the total. Entries already carrying an invoice reference are left alone, so running it twice cannot charge the same hour twice.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Opening an engagement
An engagement is one client at one rate — a retainer, a project, a support agreement.
⚠ The rate is per HOUR, and it is captured here, not on each entry. That means changing it later changes what UNBILLED hours are worth, including ones already logged. If a rate change should not apply retroactively, open a SECOND engagement at the new rate and stop logging to the first — the pack will not silently split them for you.
⚠ One currency per engagement. There is no conversion anywhere in this pack; a client billed in two currencies needs two engagements.
⚠ Job reference is a free-text slot for an id from another pack — a job-status-board job, a quote. Nothing here reads it.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (21 steps)
label
trim
Trim whitespace from setting label
client
trim
Trim whitespace from setting client
currency_raw
trim
Trim whitespace from setting currency
currency
uppercase
Convert currency raw to uppercase
job_ref
trim
Trim whitespace from setting job ref
client_contact_raw
trim
Trim whitespace from setting client contact
client_contact
lowercase
Convert client contact raw to lowercase
note
trim
Trim whitespace from setting note
rate_positive
compare
Check if setting rate per hour is greater than 0
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
existing
?
existing_rows
default
Apply default
existing_count
count
Count items in existing rows
already_open
compare
Check if existing count is greater than 0
opened_at
date_add
Add 0 seconds to
create
?
skip: step.already_open equal true
engagement_id
coalesce
Use the first available value from: create record id, existing rows 0 id
recorded
compare
Check if engagement id has data
recorded_guard
guard
Stop if recorded equals
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
label
setting
=
[object Object]
client
setting
=
[object Object]
job ref
setting
=
currency
setting
=
GBP
rate per hour
setting
=
0
client contact
setting
=