The Scenario
You are a billing manager. Month-end is three days away. Before invoices go out, you need to confirm every time entry logged in the past thirty days has a billing category assigned. Entries without a category cannot be correctly billed, and if any slip through, the invoice goes out wrong.
You have no fast way to find them from inside Rocketlane. With six consultants logging time across fifteen projects, there could be dozens of uncategorized rows buried across hundreds of entries.
The slow version:
- Export all time entries for the month into Excel
- Scroll through hundreds of rows looking at the category column
- Filter where category is blank
- Write down the project, user, and date for each one
- Go back into Rocketlane to fix them one at a time
- Hope you did not miss any before the invoice run.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries Rocketlane's time entries and surfaces the problem rows directly into your workbook.
Open the SheetXAI sidebar and type:
Fetch all Rocketlane time entries from the past 30 days into the Time Audit tab and flag rows in column F where the category is blank so I can review and recategorize them.
SheetXAI pulls every time entry from the period, writes all rows to the Time Audit tab, and flags each row missing a category in column F. You see exactly which entries need attention.
What You Get
Every time entry from the last 30 days in the Time Audit tab, with problem rows flagged:
- Project name — so you know which customer's invoice is affected
- User name — so you know who logged the entry
- Date — so you know where in the billing period the gap sits
- Hours logged — so you know how material the uncategorized work is
- Column F — "MISSING CATEGORY" for blank rows, "OK" for the rest
Only the flagged rows need your attention. Filter column F to see just the problems.
What If the Data Is Not Quite Ready
Billing audits are rarely one-dimensional.
When you also want to flag entries with wrong categories
Some entries have a category, but it is not one of your approved billing codes. They will pass a "has category" filter but still cause invoice errors.
Get all Rocketlane time entries from the last 30 days. Write them to the Time Audit tab. In column F, flag rows where the category is blank as "MISSING CATEGORY," rows where the category is not one of these values — Implementation, Training, Consulting, Support — as "WRONG CATEGORY," and correct rows as "OK."
When you need the audit grouped by consultant to assign follow-up
You want to send each consultant their own list rather than fix everything yourself.
Get all uncategorized Rocketlane time entries from the last 30 days. Group them by user name and write a separate block per user into the Audit by User tab, with a blank row between groups and the user name as a header. Include project, date, task, and minutes for each entry.
When you want to see the revenue impact before going to fix them
Before you start fixing, you want to know how much revenue is at risk if these entries do not get categorized before billing closes.
Get all uncategorized Rocketlane time entries from the last 30 days. For each entry, look up the consultant's hourly rate from the Rate Card tab using the user name. Calculate the dollar value (rate × hours). Write all entries to the At Risk Revenue tab and add a SUM at the bottom of the value column.
When you need to catch missing categories AND missing billable flags at the same time
Category is one problem. The other is entries that should be billable but were logged as non-billable.
Get all Rocketlane time entries from the last 30 days. Write them to the Full Audit tab. In column F, write "MISSING CATEGORY" if the category field is blank, "NOT BILLABLE — REVIEW" if billable is false and the project is in the Billable Projects list in the Config tab, and "OK" for everything else. Add a summary row at the top counting each flag type.
The pattern: instead of scrolling through exports and flagging rows by eye, you describe the audit logic and SheetXAI applies it across the full data set.
Try It
Get the 7-day free trial of SheetXAI and open a workbook, then ask it to pull uncategorized or miscategorized Rocketlane time entries before your next billing run. The Rocketlane integration is included in every plan. For the upstream step, see how to export all billable time entries for invoicing or the Rocketlane in Excel overview.