TimeSolv Version 3.33 Feature Updates & Bug Fixes

Release Date: July 16, 2019 #1: BUG: Expense Entry Receipt Page Now Displays Correct Matter Name Previously, when downloading multiple invoices, the name of the matter on the attached expense entry receipt page did not match the name on the invoice. This issue has now been resolved.   #2: Feature: Read more

Rearranging entries on a draft invoice

Purpose and Benefit:  You can now rearrange/sort time and expense entries on a draft invoice. At Invoices, Drafts, you can click on the dollar amount of the draft invoice to open it for editing.  The time and expense tabs provide a Sort Order column which allows you to assign numerical Read more

How to send an invoice

Before sending an invoice, the user needs to create a draft of the invoice. Please see this article on more details of how to create draft invoices. Once the draft has been created, select the checkbox next to the invoice(s) you wish to send, and click the Send button from the Read more

How to Stop a Recurring Expense

This article will show users how to stop a recurring expense:   Select Recurring Expense link under the Expense tab.   Click on the Edit link next to an existing recurring expense.   Specify an End Date according to when you would like to stop the recurring expense. Click Update.  

How to Set Up Xero

1. Connect to your Xero account Click on Account>Integrations.   Click on the Connect to Xero button under Xero – Non-Certified tab.   2. Sync Setup You will now be led back to the TimeSolv app where you can now view and click on the Sync Setup tab. This step is required if you are Read more

Xero – Enable Trust Transaction Sync

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Trust Transaction Sync Click on Enable Trust Transaction Sync.   Select a Trust/Retainer account from the dropdown list of accounts in Xero that you will be syncing the information over to. The Read more

Xero – Enable Payment/Credit Sync

Users need to set up the sync settings before they can sync for the first time. Click on Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Payment/Credit Sync Click on Enable Payment/Credit Sync checkbox   Configure the following accounts: a) Payments Account. Select a ‘Current Asset’ or ‘Bank Account’ type Xero account to record Read more

Xero – Sync Invoices in TimeSolv to Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Invoice Sync Click on Enable Invoice Sync checkbox for setup.   Configure the following accounts: a) Fees Account – Select a ‘Sales’ type Xero account to record fees in. You can create a Read more

Xero – Sync TimeSolv Clients as Contacts in Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Client Sync You need to first sync over TimeSolv Clients as Contacts into Xero. Click to enable the box.   After enabling Client Sync, click Save.   Map Read more

Connect to Xero

To get started with our Xero integration, you need to connect your Xero account to TimeSolv. To start with, click on Account>Integrations.   Under the Xero – Non-Certified tab, click on the Connect to Xero button which will lead you to the Xero login page.   Log in to your Xero account if you Read more