Account Settings

Settings is where you can define certain firm-wide settings. You can also upload your logo for use on bills and project reports. Any changes made here apply to all the firm’s timekeepers. VIDEO: To access firm settings: Select Settings link under the Account tab.   Under the General tab, enter Read more

Account Subscription

VIDEO: Subscription is where you enter information about the main contact at your company, as well as the billing and payment method. Your payment method can be changed at any time, although the changes will not take effect until the next billing cycle. To access your TimeSolv subscription: Select Our Account Read more

Account Info

VIDEO: Your client contact information may differ from your billing contact information. If so, enter the client contact information here. If this information is the same as for the TimeSolv Billing Info contact, indicate that here as well. To access your account Info: To set/edit your firm’s contact details on Read more

Logo Size

How to Resize a Logo to Fit Perfectly on the Invoice Header? In order for your firm logo to fit perfectly on the invoice header, it may need to be resized to a width of 7 inches. Follow the instructions below to exactly resize a logo to be 7 inches wide Read more

Abbreviations

VIDEO: TimeSolv allows users to create abbreviations for frequently used sentences which can be used later on in the description of time or expense entries. These abbreviations can be used both for the online time entry or with TimeSync. Abbreviations can be created both at a firm level and user level. Read more

Staff Member Groups

VIDEO: Follow the steps create staff member groups: Select Settings link under the Account tab.   Select Staff Member Groups tab.   Click on the New Staff Member Group button.   Type in a Name for the new Staff Member Group.   Type in a Description for the new Staff Member Group. Read more

Import/Export

VIDEO: With TimeSolv, you can easily import and export data using the steps below: Note: Please discuss with TimeSolv Support at 651-687-0090 to help you with transferring data from an older billing software to TimeSolv. You will need to cut and paste data into the provided Excel templates so it Read more

Additional Contacts

VIDEO: Follow the steps create additional contacts for your firm account: Select Our Account link under the Account tab.   Select Additional Contacts tab.   Click on the New Contact button.   Enter in valid details for the new contact, including name, numbers, and address. Click on Save when complete.

Timekeepers Setup

Watch our video tutorial     You can setup new timekeepers under the Account tab: Click on the Account tab. Click on Professionals.   Click on New Professional. Fill in the form fields, specifying the timekeepers’ First Name, Last Name, Email, Username, Password, Confirm Password, and Default Rate.   Click Read more

Timekeeper – Permissions

Select the Staff/Professionals tab under Account.   Select the Timekeeper you wish to edit permissions for (example below).   Select the Permissions tab.   If you wish to allow this Timekeeper to have Administrator privileges, please select the relevant box. Note: Administrators have access to the entire system and can Read more

Terminology Setup

VIDEO: TimeSolv uses certain terminology by default, but you can customize the language used in your account so it best reflects your profession. To customize and set your firm’s terminology on the system: As a firm admin, select the Settings link under the Account tab.   Under the General tab, Read more

Task/Activity Codes Setup

VIDEO: On the Task/Activity Codes sub tab (TimeSolv Legal users will see Task, TimeSolv Pro users will see Activity), you can identify the tasks or activities you and your staff are completing for clients, including the task/activity name and task/activity code. If the task/activity has a particular rate you would like Read more

Rate Options and Setting up Your Rates

VIDEO: One of TimeSolv’s greatest strengths is its flexible rate structure. Even businesses that consistently use the same billing scale occasionally encounter exceptions, and TimeSolv is designed to accommodate those changes. This frees you to focus on your work, instead of manipulating your time and billing system to fit your specific Read more

Flexible Billing Template

VIDEO:   The flexible billing template feature allows you to specify exactly what information appears on the invoices you generate. Invoices can include as much or as little detail as you wish, and company letterhead, logos and invoice discounts can easily be incorporated. To create or edit flexible billing templates: Read more

Taxes

The following sections describe how to change and modify tax settings to accommodate your taxation requirements:   How do I Change the Tax Terminology?   VIDEO: Select the Settings link under the Account tab.   Enter the tax terminology in the Tax Label field, and the tax ID in the Read more