Connect My Hours to Modern Treasury

Both apps 37My Hours 23Modern Treasury 14

• Trigger
  New Project

  Fires when a new project is created in My Hours.

• Trigger
  New Project Task

  Triggers when a new project task is added to the project.

• Trigger
  New Time Log

  Fires once for each new time log recorded in My Hours within the last 7 days.

• Action
  Add tag

  Create a tag.

• Action
  Add Task to Project

  Adds a task to a selected project.

• Action
  Add team member

  Add a team member.

• Action
  Create Client

  Creates a new Client

• Action
  Create Project

  Creates a new Project

• Action
  Create Time Log

  Creates a new time log

• Action
  Delete time log

  Delete a time log.

• Action
  Find Project

  Finds a Project by name.

• Action
  Find Project Task

  Finds a Project Task

• Action
  Get project

  Get project details by id.

• Action
  Get Time Logs

  View all time logs in a selected date period.

• Action
  List clients

  List all clients.

• Action
  List tags

  List all tags in the My Hours account, active or archived.

• Action
  List team members

  List all team members.

• Action
  Start timer

  Start a new timer.

• Action
  Stop timer

  Stop a running timer.

• Action
  Update client

  Edit a client.

• Action
  Update project

  Edit a project.

• Action
  Update project task

  Edit a project task.

• Action
  Update time log

  Edit a time log.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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