Terminology Setup

TimeSolv uses certain terminology by default, but you can customize the language used in your account so it best reflects your profession.

To customize and set your firm’s terminology on the system:

As a firm admin, select the Settings link under the Account tab.

 

Under the General tab, you can specify the following:

  • Firm Label
  • Staff Member Label
  • Tax Label

 

As a firm admin, select the Settings link under the Clients tab.

 

Under the General tab, you can specify the following:

  • Client Label
  • Matter/Project Label

For TimeSolv Project firms:

  • Plan Phase Label
  • Plan Task Label
  • Milestone Label

For Conflicts & Related Parties enabled firms:

  • Related Party Custom Field Label
  • Relationship Custom Label

 

As a firm admin, select the Settings link under the Time tab.

 

Under the General tab, you can specify the following:

  • Activity Label

 

As a firm admin, select the Settings link under the Expense tab.

 

Under the General tab, you can specify the following:

  • Expense Label

 

As a firm admin, select the Settings link under the Inovices tab.

 

Under the General tab, you can specify the following:

  • Invoice Label