Header fields
Client name, project/campaign code, department, and job number so entries map directly to invoices and financial systems.
A consistent Marketing Time Tracking Form reduces billing disputes, supports accurate client invoicing, and creates reliable data for campaign metrics. Standard fields and codes make aggregation and reporting faster and reduce manual reconciliation work across finance and operations.
Typical users include in-house marketers, agency account teams, project managers, and finance staff who verify time entries before billing.
Reviewers often include team leads and billing specialists; approvers should confirm task codes and client assignments before finalizing invoices.
Client name, project/campaign code, department, and job number so entries map directly to invoices and financial systems.
Use MM/DD/YYYY for dates and decimal hours or HH:MM for time so totals calculate correctly and payroll rules are met.
One-line task code plus a short description; avoid long narratives to keep entries consistent and searchable.
Flag entries as billable, non-billable, PTO, or expense-related to separate revenue-generating work from internal activities.
Space for manager name, signature, and approval date to document review and support auditability.
Daily and weekly totals plus an optional notes field for exceptions, overtime justification, or client-specific comments.
| Field | Configuration |
|---|---|
| Form Template | Custom PDF or web form with required fields and validation rules |
| Signers | Submitter and approver with role-based permissions and optional countersigners |
| Authentication | Email verification or SMS code for signer attribution and auditability |
| Notifications | Automatic email or Teams alerts on submission, approval, or rejection |
Choose distribution channels that preserve data integrity and signer attribution when sharing forms across teams.
Provide PDF and CSV exports; PDF preserves layout and signatures while CSV supports import to accounting and BI tools.
Allow receipts or deliverable files (PDF, DOCX, JPG) to be attached to specific entries for client billing proofs.
Keep an immutable audit trail of changes and store previous versions to support dispute resolution.
Store signed exports in secure cloud storage and local backups per retention requirements.