TimeSolv Version 20191030 Feature Updates & Bug Fixes

Release Date: October 30, 2019 #1: Bug fixed: The Fixed amount for Expense Entry doesn’t appear when the user edits an Expense Entry. Previously, when a user would edit an Expense Entry for a Fixed Fee Matter, that fixed amount was not appearing until the user clicked to switch to Read more

Supported client and server environments for Outlook Add-in

In this article: Server requirements Client requirements API requirements   Note: Even when all the client and server requirements are met, a non-admin user may still not be able to install the Add-in because the admin might have disabled the Add-in option.   Server requirements To test and run an Read more

TimeSolv Version 3.39 Feature Updates & Bug Fixes

Release Date: October 16, 2019 #1: Feature: Summarizing time entries for invoicing Previously, when a user was creating multiple time entries for the same task on the same day, it reflected as complexed and unprofessional-looking on the invoices. A new ‘Summarized?’ checkbox has been made available under each Task and Read more

Originators

TimeSolv allows users to add as many originating attorneys as needed against a matter so that commissions can be distributed accordingly. These can be set up under Clients>Clients & Matters>[matter name]>Originators Users can specify a commission for each of originating attorney added against a matter. Users will be able to Read more

Office 365 Outlook add-in

TimeSolv provides Office 365  Outlook add-in allowing you to create Time Entries while viewing/drafting emails.   In this article: 1. Get started with Office 365 Outlook add-in for desktop 2. Get started with Office 365 Outlook add-in for web 3. Create a Time Entry from a Calendar Event 4. File emails in Read more

TimeSolv Version 3.36 Feature Updates & Bug Fixes

Release Date: August 31, 2019 #1: Feature: Ability to download invoices in LEDES 2000 format TimeSolv now provides the ability to download LEDES invoices in the 2000 format in addition to 1998B and 1998BV2. #2: Feature: Ability to search for recurring expenses Users can now search for recurring expenses by 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.  

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.   If there are any of the 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