Yes. Grouping time and expenses is easy.
- Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > my Time or View > My Expenses.
- Find the name of the layout that you wish to view. Click the name to select the layout.
- Click the Column Name of the column you wish to group by – then drag and drop it on the gray bar at the top of the layout view where it states “Drag a column here to group by that column”. For example, if you wish to group your items by the date of the entry, click the Entry Date column, then drag it to the gray bar and drop it. The group column will show up on the gray bar as a blue square including the Column Name.
- Once the column is dropped, the time will be grouped. Each group will show only a header row for that group with a + to the left. Click the + beside a group to expand the detail of the entries in that group.
- To remove the grouping, drag the header name from the gray bar and drop it back into the spreadsheet.
Group for Relevance
Using the grouping function when looking at a list of entries, particularly a long list, is a quick way to narrow items down to only those relevant to you at the moment. Group by Client, by Date, by Status, etc. – then expand only the client, day, status type, etc. that is your immediate concern.