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 – Profile

VIDEO: The Timekeeper Profile section is used to enter basic information about the timekeeper: Select the Staff/Professionals link under the Account tab.   Select the Staff/Professional you wish to add/edit profile for (example below).   Enter in the timekeepers:First Name Last Name Email Username   Type in the Password for the Read more

Timekeeper – Contact

VIDEO: Enter the Timekeeper’s contact information here: Select the Staff/Professionals tab under Account.   Select the Timekeeper you wish to add/edit details for (example below).   Select the Contact tab.   Complete the contact detail fields including contact numbers and address. Click Save.

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

Timekeeper – Hourly Cost

VIDEO: This tab defines and lists the Hourly Cost records of a Timekeeper: Select the Staff/Professionals tab under Account.   Select the Timekeeper you wish to edit permissions for (example below).   Select the Hourly Cost tab.   Select the New Hourly Cost link to create a new record   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

Enable Commissions

To enable commissions at the firm level:   VIDEO: Select the Settings link under the Account.   Under the General tab, check the box ‘Enable Commissions?’   Define the Fixed Holdback Amount Per Invoice and Percent Holdback Per Invoice.   To Specify the Commission Settings For a Timekeeper/Professional:   VIDEO: Read more

How to save your Login ID and Password – MAC Users

VIDEO: Instructions Things You’ll Need: Safari Web browser Internet access Macintosh computer with OS X Set Your Passwords Preferences 1.    Step 1 Open up your Safari Web browser and choose ‘Preferences’ from the Safari pull down menu<image001.gif>. 2.    Step 2 Click on the heading ‘AutoFill.’ 3.    Step 3 Click on the box next to Read more

How to save your Login ID and Password – PC Users

Method 1: Verify That AutoComplete is Turned on View the Content tab in the Internet Options dialog box to confirm that AutoComplete is turned on. To do this, follow these steps: Start Internet Explorer On the Tools menu, click Internet Options Click the Content tab Under Personal information, click AutoComplete In the AutoComplete Settings dialog box, select the User names and passwords on forms check box (if Read more