Balance & balance postings
Under Time accounts → Balance, iXTime compares for every month what was owed with what was worked, and keeps the running balance from that. Overtime that is paid out or expires is booked as a balance posting; an existing figure is brought over as an opening balance.
Step by step
- 01
Read the list
Per member: owed, worked, absent, “owed covered” as a bar, the month’s +/− and the balance. The arrows switch the month. A day only counts once it is over — so the current month grows as it goes.
- 02
One person in detail
Clicking a row opens that person’s calculation: carried in + this month = balance. As a “List” day by day, as a “Calendar” with owed and worked in every cell.
- 03
What absences count
Sick, doctor’s visit and other cover the day’s target but never produce a plus. Vacation counts like working time and is deducted from the leave account — beside work it can produce a plus. Time off in lieu covers nothing: the target stays open and the balance drops by exactly those hours. Nothing is owed on a public holiday. Every case with examples in the article “Absences in the balance”.
- 04
Bring over an opening balance
If you have been counting in a spreadsheet, set the “Opening balance” in the detail view: a date (“Count from”) and the figure in hours, plus or minus. From that date iXTime carries on.
- 05
Payout, expiry, correction
“Balance posting” in the detail view: pick the kind, enter hours and date; the note is mandatory. Payout and expiry reduce the balance, a correction can go either way; “Balance after” shows the effect before saving. The posting counts from its date — earlier months stay unchanged, future postings show as upcoming.
- 06
Who sees and may do what
Every member sees their own balance, their own postings and their own opening balance, read-only. Other people’s balances are visible to whoever may see their time entries — everyone, or their own groups. Owners and members with “Leave accounts & target hours” may post and set opening balances; every posting is logged.
One person’s calculation
The month’s equation sits at the top, every day below it: owed, worked, absence with its reason, holidays without a target. Balance postings show as a row of their own in the list and as a mark on their date in the calendar — on desktop and on the phone alike.
Adding a balance posting
The posting asks only for what it needs: kind, hours, date and a note — say “Paid out with the October payroll”. It knows no money amounts; the payout itself runs through payroll.
The opening balance
Once per member: from which day iXTime counts and with which figure it starts. It can be changed or removed if the carry-over turns out to be wrong.
Can I post amounts in euros?
No. Balance postings carry hours, not money — the payout itself runs through payroll.
Does overtime expire automatically?
No. There are no automatic deadlines or caps. Whatever expires is posted deliberately as “Expiry” with a note.
Why doesn’t today count yet?
A day enters the balance only once it is over — otherwise every morning would start the full target in the red.
Can I change or delete a posting?
Yes, from the posting itself — with the same rights as creating it. Every change is logged.