Specifying Sync Settings for Trust Transactions for QuickBooks Desktop

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

Filter reports by Originating Timekeeper

Users can filter multiple report types by originating timekeepers. Please see this article for information on where to specify originating timekeeper for Projects/Matters. Here’s a list of reports that can be filtered by originating timekeepers:

Filter reports by client-matter categories

Users can filter multiple report types by client-matter categories. To set up these categories, please see here. Here’s a list of reports that can be filtered by Category:  

Internal Server error related to NetDocuments

Internal Server error displays if a user tries to reconfigure NetDocuments When users Revoke Access for TimeSolv from within NetDocuments website, the following error message is displayed: The user will be led to a page where they can configure NetDocuments again. NOTE: There is a lag time when a user Read more

Generate an Interest-Only Invoice

To generate an interest-only invoice, you first need to ensure you have interest enabled under the Client level. Please see here for more information. You will then need to have the Enable Interest Only Invoices checkbox enabled under Invoice Settings. Please see here for more information. Once all the above Read more

Edit Invoice Font Size and Text Alignment

Users can easily edit the Invoice font size, and choose to align Time Entry description text as left aligned or justified in the invoices:   Select the Settings link under the Invoices tab.   Select Flexible Templates tab.   Select New Flexible Template (or click Copy next to an existing flexible billing template Read more

Specifying Sync Settings for Trust Transactions for QuickBooks Online

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

How is interest calculated?

TimeSolv uses compound interest, as opposed to simple interest. Compound interest is based on the principal amount and the interest that accumulates on it in every period. In short, your clients will be charged interest on top of interest. Interest is calculated based on the percentage you assign (please see this Read more

QuickBooks Desktop – Specifying Sync Settings for Hard/Soft Costs

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

How to Uninstall/Delete TimeSync

In case TimeSync does not start, or starts with an error, please follow these steps: 1. Uninstall TimeSync. 2. Delete the TimeSync files (please see paths section below). 3. Uninstall Adobe Air. 4. See this article on how to install TimeSync. TimeSync Paths Installed under the following locations Windows XP C:Documents Read more

Reports – Time and Expense Entries

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more