FAQ's Archives | TimeSolv

FAQ’s

Tip of the Week: Using the TimeSync tool

People we talk to are sometimes reluctant to move their billing and timekeeping information in the cloud because they’re concerned about web connectivity. TimeSolv has a solution to that problem with our TimeSync tool that allows users to track time and expenses even if NOT connected to the internet. Let’s look at this feature in…

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Tip of the Week: Creating global rates

We get this question asked all the time: “how can I create a second billing rate for my timekeepers?” The answer with TimeSolv is with our global rates feature. Many firms will offer various rate options like a non-profit rate or a discounted rate for first time clients. Perhaps you’ve negotiated a rate specifc to…

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Tip of the Week: Setting up recurring expenses

Recurring expenses are incredibly common for a lot of law firms. From built-in technology fees or expense you charge for copies, there are always going to be recurring expenses we have to account for. Do you know how to set them up in TimeSolv? Today’s Tip of the Week takes a deeper dive into this…

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Tip of the Week: Using task codes

Our Tip of the Week today takes a look at Task Codes on the Time Entry screen and the variety of uses (or non-uses as you’ll see in some cases) this field serves. So let’s get down to it!   Should Task Codes be required? If you’re a firm that does LEDES billing, that’s not…

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Tip of the Week: Easily see who you are an approver for

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As we’ve written before, TimeSolv has robust approval features to make sure time and expenses are not making their way to an invoice if they shouldn’t. However, there was not a great way for you, as the approver, to see in one place all the professionals you were assigned to approve time for. Until now, and…

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Tip of the Week: Creating a simple matter budget

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We’ve spent a lot of time in 2016 writing about and creating content that focusses on how you can create very detailed matter plans and budgets. But we know many of our customers would like to create a simple budget for a matter and don’t need to break it down into various phases and tasks.…

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Tip of the Week: Options to display matter summaries on invoices

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When we released our update November 16 to allow automatic payment of invoices from Trust accounts, we also included Matter summaries on the Statement of Account section of invoices. These Matter summaries show the details of your Trust account, balance due for each matter, invoices, credits, etc. Unfortunately, that also included summaries for Matters with zero…

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Tip of the Week: invoice narratives

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So let’s be honest. Creating the language that appears on client invoices is not exactly scintillating work. However, it is a necessary burden that can affect how a client perceives you and your firm. So you’ll want to make sure the narratives on your invoices are consistent and clear but flexible when needed. TimeSolv gives you…

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Tip of the Week: Recurring Expenses

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Quite often you may have an arrangement with a client that includes a recurring expense. Perhaps you have a built-in administration fee or a technology fee. Often, there’s a recurring expense for copies. Whatever the case, instead of manually entering those expenses over and over again, use TimeSolv’s Recurring Expense feature, our tip of the…

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Tip of the Week: Using Categories for Clients and Matters

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Ever wondered if you could run a report for all your clients who are in a certain county? Or maybe you want to quickly see all the invoices you’ve sent for divorce case matters. It’s easy to do with the category feature in TimeSolv. You can create as many categories and sub-categories as you’d like,…

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