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

Xero – Configure Resync

If users need to resync data from TimeSolv to Xero, click on Account>Integrations>Xero – Non-Certified>Configure Resync tab. The user can force an update of previously sync’d records by using this screen. Specify a date/time for each of the entities you want to re-sync. Records in the corresponding entities that were updated Read more

API Documentation

For any cloud-based system, it is imperative to have well developed APIs. These APIs can help 3rd party developers or the firms to extract important information from their TimeSolv for profitability, streamlining the processes. The web services APIs help your designated developers access to the data in TimeSolv application. Please Read more

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Inactivate a Client or Matter

To inactivate either a Client or Matter, follow the steps below:   Client Click on Clients & Matters under the Clients tab.   Click on the name of the appropriate Client you wish to inactivate.   Click on Inactivate from under the Status field.   Click Save.   If you have Read more

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:

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