Tip of the Week: Attaching expense receipts and invoicing
2 min read

Tip of the Week: Attaching expense receipts and invoicing

Free on-demand webinar

How to Get Clients to Pay On Time: 15 Tips in 15 Minutes!

Watch Now

Recommended by

ForbesAdvisor - The Best Legal Billing Software Of 2022

Learn How You Can Get More Reviews For Your Law Firm

Download free guide
Table of contents
2
3
Share:
2 min read

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 row. There are four file types to choose from, including gif, jpeg, pdf, or png. The maximum allowed file size is 10,000 MBs, which should be plenty to accommodate a receipt.

Once the file is uploaded, it will be listed at the bottom of the screen. A little magnifying glass next to the listed file will allow you to preview a picture of the uploaded receipt, which can be a huge time saver. You can even download a copy, or edit and delete the receipt altogether. If you haven’t received the receipt yet, you can come back here and add it later on. 

Now, when it comes to attaching the receipt to the invoice, TimeSolv will automatically attach any uploaded receipts by default to help save you time. Create a draft invoice for the expense as you normally would, and find that the picture of the receipt has been attached to the draft invoice when you preview it. 

To disable the expense receipts from appearing on invoices, a quick change to the billing template will stop the default attachments. Click on the relevant invoice’s dollar amount under Invoices>Drafts screen. Then click to edit the billing template being used.

 

Under the Expense tab, uncheck the ‘Attach Receipts to Invoice’ box.

You will no longer have the expense receipts attached to the invoice. TimeSolv constantly strives to help make managing your law firm as efficient and accurate as possible. 

If you’d like more help on how to attach expense receipts to entries and invoices, or on how to disable this feature, please call us at 1.800.715.1284, email us at support@timesolv.com or Contact support.

Contact support

 

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week Empowering Timekeepers with Enhanced Permissions

Tip of the Week: Empowering Timekeepers with Enhanced Permissions

We're excited to introduce a powerful enhancement to TimeSolv that gives your Timekeeper...
Tip of the Week Ability to Unlink TimeSolvPay Transactions

Tip of the Week: Ability to Unlink TimeSolvPay Transactions

In our commitment to making TimeSolv an even more versatile tool for your legal billing...
Tip of the Week Give Your Invoices a Personal Touch with Custom Word Templates

Tip of the Week: Give Your Invoices a Personal Touch with Custom Word Templates

At TimeSolv, we understand the importance of making your client interactions feel...
Tip of the Week See Your Law Firm in a New Light with Dashboards

Tip of the Week: See Your Law Firm in a New Light with Dashboards

This week’s Tip of the Week will explore three pivotal Dashboards that are essential for...

Tip of the Week: Include Inactive Staff and Projects in Time Search

At TimeSolv, we are committed to continuously improving our software to meet your...
Increase Your Billable Hours Seven Tactics for Optimizing Your Time

Increase Your Billable Hours: Seven Tactics for Optimizing Your Time

As the writer Annie Dillard says, “How we spend our days is, of course, how we spend our...
How Fixed-Fee Billing Can Enhance Law Firm Profitability

How Fixed-Fee Billing Can Enhance Law Firm Profitability

The traditional hourly billing method has been the default in legal practice for the...
Tip of the Week Streamline Time Tracking with Read-Only Task Code Narratives

Tip of the Week: Streamline Time Tracking with Read-Only Task Code Narratives

This week, we're excited to introduce an enhancement that enables users to make task...
How to Leverage Automation for Faster Billing and Payment Cycles

How to Leverage Automation for Faster Billing and Payment Cycles

Any legal professional or administrator can attest to the fact that creating and sending...
Tip of the Week Introducing the Ability to Mark Expenses as Vendor Paid

Tip of the Week: Introducing the Ability to Mark Expenses as Vendor Paid

In the fast-paced world of legal and professional services, staying ahead requires more...