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 online timekeeping operations as well as with TimeSync. The whole process of creating abbreviations is simple and straightforward.
To create abbreviations at a firm level, you need to open Settings from the Account tab and click on the ‘Abbreviation’ tab.
Here, you would simply need to add the phrase you wish to abbreviate, the abbreviation for it and save. Checking or unchecking the Active checkbox allows you to monitor the status of any saved abbreviation.
Within the firm, each user can add specific abbreviations for his or her personal use. For that, go to Professionals under the Account tab and select the user you wish to create abbreviations for. From there the rest of the process is the same as above.
It’s just as simple to view all your abbreviations too. Hover over the paper icon on the time entry form to view the list of abbreviations added to your account.
Abbreviations on TimeSync application appear by clicking in the description box. The new abbreviations are added to TimeSync once they have been added to TimeSolv online account and then a sync has been run in TimeSync.
You can also import in a list of already existing abbreviations you may have used with the old billing system.
For more details you can watch the video below:
If you’d like more help with the understanding of any tools, please call us at 1.800.715.1284, email us at email@example.com or schedule a FREE 30-minute support session.
Latest posts by Scott Clasen (see all)
- Tip of the Week: How to turn on two-factor authentication for your TimeSolv account - July 16, 2019
- Tip of the Week: QBO Sync App - July 2, 2019
- Tip of the Week: Changing the order of the entries on a draft invoice - June 25, 2019