How Do I Expire Clients/Projects/Activities

This guide will show you how to expire a client structure item. When an item has expired, new time recordings cannot be added to it in the timesheet for dates after the expiry date. 

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Expiring Client Structure Items
Examples of When A Client Structure Item Cannot Be Expired

  
Expiring Client Structure Items

1. Click Client

   
    
2. Expand the group that contains the item you would like to expire. Click the Edit icon to expire the item. 
   
    

3. Click the Advanced tab 

   
    

4. Add an Expiry Date and click Save.
   This item will not be available for timesheet weeks after this date. 

   
    

Examples of When A Client Structure Item Cannot Be Expired

There are occasions when a client structure item cannot be expired. 

1. The item has time recordings after the expiry date
   The expiry date must be after the latest time recording. For example, if the latest time recording was 01/01/2026, the expiry date cannot be earlier than that date. 
    
2. The item was created from a Template
   When an item is created from a template, it cannot be expired, because all changes to a template should be made to the template itself. The item should either be set to expire on the template, or the template should be removed from the Linked Template section to unlink it.
   For more information about using templates, please click here