Tip of the Week

Tip of the Week: Client Portal for the win!

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If you’re not using TimeSolv’s Client Portal, you’re missing an opportunity to allow your clients to view information about your work for them. Portal access means your clients are more informed and less likely to clog up your time with routine questions that can easily be answered with a view in their portal. Sure, you…

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Tip of the Week: Data Backup

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It’s incredibly important to create a backup of all your data, and you should really be backing up on a weekly basis to be on the safe side in case of a catastrophe – be it a digital one or one in the physical world! By backing up, you are essentially duplicating a copy of…

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Tip of the Week: Task Management

TimeSolv rolled out a major update over the weekend that introduces Task management to the software and our Tip of the Week tackles this new feature. TimeSolv’s new Tasks feature serves as a to-do list, helping you manage and assign tasks in your business for greater organization and productivity. To access our new Tasks feature,…

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Tip of the Week: Custom Rates on Task Codes

Task Codes (also known as Activity Codes) are predefined work descriptions that are associated with time entries and may optionally specify a rate for the work being described. A Task Code, by default, has no rate associated with it. However, TimeSolv does support hourly and task based Task Code rates with the goal of providing…

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Tip of the Week: Benefits of using our Dashboard

Goals provide you with a direction and a destination, while systematically focussing your attention on the achievable. Setting personal goals and experiencing those achievements can be very motivating, and these accomplishments ultimately fuel your desire to continue to aim higher and meet those targets. With that in mind, our Tip of the Week looks at…

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Tip of the Week: The Difference Between Invoices and Statements

It is often confused that the terms ‘invoice’ and ‘statement’ are interchangeable, when in fact they each carry different purposes. To make use of invoices and statements correctly, you need to understand the purpose each serves, so let’s consider what the differences are between them. An invoice is used when you wish to collect payment…

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Tip of the Week: Changing your session timeout duration

It can be easy to forget to log out of an app when you are busy with several other tasks, and you do not want to compromise the security of any sensitive information by letting anyone access your account without your permission or knowledge. By default, you will be logged out of TimeSolv if you…

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Tip of the Week: How to Add Multiple Email Recipients to Invoices

The fact is, you aren’t getting paid to produce invoices, and on the flip side you want to get paid faster when you do send those invoices. That’s where emailing the invoices comes into play. But what about those times when your main contact requests that invoices also be sent to another email addresses besides…

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Tip of the Week: How To Issue a Credit Memo to Clients

Do you need to allocate credit to an outstanding receivable balance for a client? With TimeSolv, you can easily issue a credit memo to your clients in these simple steps below: Under the Payments>Payment tab, specify the appropriate Client-Matter you wish to issue a credit memo for. Under the Credit Type field, select the Credit…

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Tip of the Week: How To Reuse a Voided Invoice Number

Last week we showed you here how to void any sent invoice back to draft. Once you have voided an invoice back to draft, it will automatically be assigned a new invoice number when you re-send it. Here’s a way for you to reuse that voided invoice number for the corrected invoice: Go under the…

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Tip of the Week: Voiding any sent invoice back to draft

Did you know that you can void any sent invoice back to draft with TimeSolv, no matter how old it is? We’ve all run across that customer who disputes a very old invoice or never got around to telling you abou a correction that needed to be made. Our void to draft feature for sent…

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