1
Hubstaff remains the source
Psych OS rearranges time for billing. Corrections in Reports & Printouts do not change Hubstaff or the team's original time records.
School Psych OS
Billing & Time Working List
Current status for Hubstaff time, classifications, billing review, reports, invoices, and exports.
Where we are now
The Billing portal is resolved, live, and ready for use. The ClickUp billing task is complete, and the Billing role confirmed that AI-requested changes now apply.
Live
DONE + LIVE
2
My Time and Needs attention
The team classifies its work in My Time. The Billing role can review missing or unusable classifications, send work back, and nudge the responsible role.
3
Three separate billing documents
Activity tracker, Monthly summary, and Invoice can be checked and printed separately or together. The invoice and summary print upright.
4
Billing AI
It can move hours, swap or edit days, leave hours off, stop a period mid-week, and work toward a target. Nothing changes until Apply or a typed yes. Every applied change has Undo.
5
To decide before billing
The page lists days over the daily maximum, weekend time, and days with time but no classification so the Billing role can resolve them.
6
Ongoing tracker Sheets
Each district keeps one activity tracker Sheet. Each week is added as a new tab. Existing tabs are not overwritten, and a repeated week receives a numbered name.
7
Weekly check controls
Run weekly billing check now adds the week to the tracker and puts problem days in the bell. Mark week reviewed clears that week.
Completed verification
8
Billing task closed
The weekly billing-check ClickUp task is marked complete.
9
AI changes confirmed
The Billing role confirmed that the AI can make requested changes when prompted.
10
Portal ready
The owner marked the Billing portal resolved, live, and ready for use.
Separate open items
11
Recurring weekly automation record
The Psych OS record still lists the recurring n8n schedule, tracker-link setup, and month-end reviewed-week total as not independently verified.
12
Replace instead of stacking classifications
This is a separate My Time issue. Reopening Classify on a block that already has classifications still adds another set instead of editing the existing set.
Status checked against the School Psych OS source-of-truth record and the weekly billing-check task and activity on November 3, 2026.