Tip of the Week

Tip of the Week: TimeSolv Launches New Mobile App for iOS and Android

TimeSolv has now launched new mobile apps for both Android and iOS devices. Please note that this is not an update or upgrade, we have launched completely new apps for TimeSolv users. One major update to highlight is the ability when creating expense entries to take pictures of the expense receipts and attach them to…

Read More

Tip of the Week: How to Change the Invoice Settings at the Firm, Client, Matter and Invoice Level

Invoices serve as an itemized list of work done for the client, and details on what they owe you, which is why the detail should be as clear and concise as possible to avoid client disputes and delayed payments.  That’s why it’s essential you have your invoice settings in place to ensure you have all…

Read More

Tip of the Week: How to Add Task/Expense Code as Billable, Non-Billable, or No Charge

There was no functionality for marking a Task/Expense Code as Billable, Non-Billable, or No Charge, unlike a Time/Expense Entry. Due to this, managing the billable Expense/Task type was difficult and required a manual process to identify the billable type, which wasn’t efficient. It also required permissions to be set to allow timekeepers to edit the…

Read More

Tip of the Week: How to turn on two-factor authentication for your TimeSolv account

TimeSolv has always put the security of your data first and foremost. With that mission in mind, we’ve now created the ability to enable two-factor authentication in TimeSolv. This enhanced safety feature is easy and fast to use but greatly reduces the chances of a security breach. Today’s Tip of the Week looks at how…

Read More

Tip of the Week: QBO Sync App

clock-blog-post

TimeSolv will be pushing out a new release in the coming days and one of the updates will impact QuickBooks Online users who are using our QBO Sync tool. The next time you log into your TimeSolv QBO Sync tool after our release, you will see an authentication error. This is occurring because of an…

Read More

Tip of the Week: Changing the order of the entries on a draft invoice

Sorting Time and Expense entries on a draft invoice has just become easier in TimeSolv. We explore the new changes in our Tip of the Week.  To start changing the order of entries,  click on the dollar amount of the draft invoice to revise it. You’ll then select either the Time or Expense tab to…

Read More

Tip of the Week: How to create and use abbreviations for your time and expense entries

Using abbreviations while entering time or expenses can save you a great deal of precious time and create a consistent language in your firm. TimeSolv allows you to add abbreviations at both individual and firm levels so you don’t have to waste time entering lengthy and mundane descriptions. These abbreviations can be assimilated in all…

Read More

Tip of the Week: How to allocate payments on invoices and why it’s important

Payment tracking is an important process to run a successful business and payment allocation is an essential part of that process to assure you know what invoices have been paid, and more importantly, which haven’t. Another big reason to allocate payments on invoices is to assure your reports in TimeSolv show accurate information. If you…

Read More

Tip of the Week: Creating Matter Plans

While construction and engineering firms have been using project management processes for decades, the idea of planning the work for matter using project management principles is a relatively new concept for lawyers. Today’s Tip of the Week looks at how you can leverage TimeSolv’s project management tools to clearly lay out the tasks that need…

Read More

Tip of the Week: Avoiding duplicated Client and Matter contacts

TimeSolv has just rolled out a solution for all those users who often end up duplicating their contacts on the Matter level when the same contact had already been created under the Client level. This duplication was happening because there was no contact visibility for Client contact on the Matter contacts screen.  If a Client…

Read More

Tip of the Week: Customize invoice appearance

TimeSolv’s flexible billing template feature allows users to specify exactly what information appears on the invoices you generate, and how it appears. Invoices can include as much or as little detail as you wish, and company letterhead and logos can easily be incorporated. This week’s Tip of the Week will focus on how you can…

Read More

Tip of the Week: Attaching expense receipts and invoicing

Did you know how easy TimeSolv makes tracking expenses and billing your clients accurately? By being able to attach pictures of expense receipts to a matter, you can provide proof of expenses as part of the billing process. Click on Expense>Expense Entry. Towards the bottom, you’ll see a ‘Choose file’ button next to the Receipt…

Read More