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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
To add a new user to your TimeSolv account, go to the Account tab and select Timekeeper (Professional) Enter the information for the new user. All information in this window is required. All usernames need to be unique. All passwords must be at least 10 characters long and Read more
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
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.
This is a WorkSolv Project related feature. All the projects assigned to a timekeeper along with his role, cost and rate are shown here.
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
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 Select Read more
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 Read more
To enable commissions at the firm level: 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: Select the Read more
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 ‘User Read more
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