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

View ‘Previous Balance’ on Invoices, Cover Pages, Remittance Pages

To view this previous balance on an invoice, please go under Invoices>Settings>Flexible Templates. Click on the appropriate template name to edit settings.   Under Global Settings tab, ensure ‘Include Total Balance Due on Cover Page and Main Invoice‘ checkbox is enabled.   You will now be able to see any Read more

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 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:  

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

How is interest calculated?

Interest is calculated based on the percentage you assign (please see this article on how to turn interest on and how to assign that percentage). Interest is assigned at that percentage for anything that is due over their grace period time. If interest is unpaid, it becomes a balanced owed, so Read more