Learn guide
How to add a work log entry
A work log entry records billable work in the structure Otterflow needs for client reviews and invoice generation.
Steps
Log work in a review-ready format.
Work Log
Record hourly work, fixed-fee milestones, and expenses before review.
Date | Client | Project | Task | Amount | Status | |
|---|---|---|---|---|---|---|
Jun 7, 2026 | Northstar Studio | Website redesign | Homepage implementation | $900.00 | Billable | |
Jun 6, 2026 | Aster Creative | Monthly support | Review notes and fixes | $525.00 | Billable | |
Jun 4, 2026 | Brightline Labs | Launch package | Landing page milestone | $1,200.00 | Billable |
Step 1 of 9
Open Work Log
Open Work Log from the dashboard sidebar when you need to record time, fixed-fee work, or expenses.
Ready to use Otterflow with your own clients?
Create your own workspace and use Otterflow with your clients, work logs, reviews, and invoices.
Detailed guide
Add a work log entry in Otterflow, step by step
This text version explains how work log entries become structured billable records for reviews and invoices.
Step 1
Open the Work Log
Open Work Log from the dashboard sidebar. The Work Log is where billable work, fixed-fee work, and expenses enter Otterflow before they can be collected into a review.
Step 2
Start a new entry
Choose New entry to open the work entry form. A work entry should be created whenever you want a structured record that can later be reviewed, approved, and invoiced.
Step 3
Choose work or expense
Choose whether the entry is work or an expense. Work entries connect to project billing rules. Expense entries store a direct billable amount, such as a reimbursable cost, and can be included in a later client review.
Step 4
Set the entry date
Set the entry date. The date controls where the entry appears in work log views and which review period can include it. Use the date when the work happened or the expense was incurred.
Step 5
Choose the client and project
Choose the client first, then choose the project. The selected client narrows the available projects, and the project controls whether the entry follows hourly or fixed-fee billing rules. This keeps the work connected to the correct client workflow.
Step 6
Enter hourly work details
For hourly work, select the matching rate and enter the hours. The rate must match the client and project currency. Otterflow uses the hours and hourly price to calculate the billable value that can later move into a review.
Step 7
Enter fixed-fee work details
For fixed-fee work, record the agreed billable item or milestone amount for the fixed-fee project. Fixed-fee entries do not use an hourly rate; they help track the fixed-fee billing items that can be reviewed and invoiced.
Step 8
Enter expense details
For expenses, enter the expense amount and describe what the cost represents. Expense descriptions should be clear enough for a client review, because they may become part of the approval step before billing.
Step 9
Describe the work clearly
Write a clear task description. This is the most important client-readable explanation for the entry when it appears in a review. Add an internal note only when you need private context for yourself; internal notes are not meant to replace the client-facing task description.
Step 10
Save the entry
Save the entry to add it to the Work Log. New eligible entries can later be selected by the review builder. Once work has moved into review, approval, or invoicing, keep edits intentional so the client-facing approval history remains understandable.