Billing entities
Create billing entities and switch between personal and team contexts.
What is a Billing entity?
A billing entity is a shared context where team members collaborate. Each billing entity has its own topics, clients, time entries, and settings. You can belong to multiple billing entities and switch between them.
Note
The Entities Directory
Open Settings → Entities to see every billing entity you own (Your entities) and the ones you've joined (Shared with you), plus any pending invitations you can accept or decline right there (Invitations).
Creating a Billing entity
Create a new billing entity when you want to start tracking time with a team.
- 1Click your billing entity name in the top-left corner of the app
- 2Select Create Billing entity from the dropdown
- 3Enter a billing entity name (e.g., "Acme Corp" or "Design Team")
- 4Choose a URL slug (this appears in the browser address bar)
- 5Click Create
You become the owner of the billing entity and can immediately start inviting members.
Tip
Switching Between Billing Entities
Move between your personal billing entity and team billing entities using the billing entity switcher.
- 1Click your current billing entity name in the top-left corner
- 2Select the billing entity you want to switch to from the dropdown
- 3The page reloads with data from the selected billing entity
When you switch billing entities:
- Your timer continues running in the original billing entity
- You see that billing entity's topics, clients, and time entries
- Any new time entries go to the selected billing entity
Warning
Billing entity Settings
Owners and admins can configure billing entity settings.
- 1Switch to the billing entity you want to configure
- 2Open Settings using the gear icon in the sidebar
- 3Go to Entities, then open the entity's General → Name & locale section
Available settings include:
- Display name - The name shown in the billing entity switcher
- Default hourly rate - Set under Invoicing → Business profile; applied to new topics if not specified
- Time zone - Used for reports and analytics
- First day of week - Sunday or Monday; the billing-entity-wide default for calendars, dashboards and activity views (members can override it for themselves)
Leaving a Billing entity
You can leave a billing entity you no longer need access to.
- 1Switch to the billing entity you want to leave
- 2Open Settings, then open the billing entity from Entities
- 3Scroll down and click Leave Billing entity
- 4Confirm your decision
Warning
After leaving:
- You lose access to all billing entity data
- Your time entries remain in the billing entity for reporting
- You can be re-invited later if needed
Deleting a Billing entity
Only owners can delete a billing entity. This action is permanent.
- 1Switch to the billing entity you want to delete
- 2Open Settings and go to Entities
- 3Click the delete (trash) icon on the billing entity you want to remove
- 4Type the billing entity name to confirm
- 5Click Delete Permanently
This cannot be undone
Edge Cases
Timer running when switching billing entities
Invited to a billing entity with the same name
Billing entity owner downgrades subscription