Development guide. It matches the development site, not production.
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Find a page ​

MenuPageUse it to…
DashboardWork queuesFind shared work needing attention; start with work your role can act on.
TimesheetsReviewCheck a week or a batch of timesheets.
TimesheetsImportFind imported work; add work when enabled.
BillingWeekly billingPrepare weekly time and equipment charges.
BillingCapital & GTSPrepare unit-work drafts.
BillingLump-sum billingBill a stage of circuit work.
BillingStorm billingReview weekly support and the final storm bill.
InvoicesAll invoicesReview numbered invoices and open their files.
InvoicesDelivery & signaturesTrack a package and its returned paperwork.
AdminFunding authorizationsCheck PO/WO approval and linked invoices.
AdminReference dataLook up what a source value means.
AdminBilling ratesFind the price for the work date.
Desktop sidebar with Review, Capital and GTS, and All invoices marked.
1: Timesheet review. 2: Capital preparation. 3: Invoice review.

Move between pages ​

Open a row to see its details. Use the breadcrumb directly below the header, at the top of the main content area, to return to the list. A detail page and its selected view have bookmarkable URLs.

Subheader links separate related tasks. Views such as Overview or History show different parts of one selected record. Numbered steps guide a specific task; selecting a step does not approve or save anything. Use the named action button to record a change. Blocking findings and uncertain-save retry controls stay visible when you switch views.

On a phone, use Main menu. Admin and Sign out are in the header. Open a page's help section if you need more detail.

Older or test-only names

Imported timesheets is the import list in retained-data mode. Weekly review is now Weekly billing. Package routing is Delivery & signatures. Check imported work is Timesheets → Review.

Separate-actor check tests different users' roles in the sandbox. Under Run check, enter a synthetic record ID and choose the route; Results shows the server answers, newest first. This read-only diagnostic is not a billing step and has no workflow tabs or stepper.

Admin menu open with Funding authorizations, Reference data and Billing rates.
Open Admin in the header. These options depend on your account role.
Phone view with Main menu open and the Timesheets, Billing and Invoices pages.
On a phone, open Main menu to choose a page.
Sandbox separate-actor diagnostic with Run check and Results.
This optional sandbox diagnostic stays simple: run a check, then read the answer.

Practice guidance · No client data in this site · Checked October 16, 2026