Create a New Client

To create a new client: Click the Clients dropdown Click on Clients & Matters (or Clients & Projects)   Click the  New Client link Enter the client name in the Client Name field Click the Save button such that the new client’s detail form will be launched Enter the required Read more

Creating a Project/Matter

To create a project: Click the Clients tab such that it defaults to Clients & Projects link which shows any existing clients and projects   Click the Create New Project link   Note: New project can also be created by drilling into a client and going to the Projects tab Read more

Defining Settings for Clients

Settings can be defined for clients in the Clients>>Settings link:   Specify the general settings on the General tab   Specify the generic invoice settings for ALL the clients and matters Invoice (or Bills) Settings tab. *Note these are global settings and will effect all newly created clients and matters. Apply Read more

Client – General

Following is the General tab of the client:   After entering the required information, click the Save button.  

Client – Invoice Settings

Any client specific invoice settings are done in the Invoice Settings tab. Click the Save button to save the invoice settings.

Create and Edit Global Rates

To Create Global Rates: Select Settings under the Time tab.   Select the Global Rates tab.   Click on New Global Rate button.   Specify a Name for your new global rate.   Provide a Description for your global rate. Note: this description is only available when viewing the list Read more

Client – Matter/Projects

To create a new matter/project, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. All the matters/projects of a client are listed here and can be marked as consolidated. Click the New Matter button in the upper right corner to create a new matter/project Choose Read more

Enabling Matter or Project Plan

The Enable Matter or Project Plan option is found in Clients>>Clients & Matters/Projects>><Some_Matter/Project>>>Budget tab. Enabling this option reveals two more check boxes: Task Required on Time and Expense Entry? Timekeeper Assignment Required? Clicking the Save button results in revealing the View Plan button.   Specify a Billing Arrangement option such as Read more

Matter or Project Plans

Matter/Project plans can only be created for firms that have the Enable Matter Plan? check box enabled in the Clients>>Clients & Matters/Projects>><Some Matter/Project Name>>>Budget tab Plan can be created by clicking the View Plan button such that a plan’s outline view is launched: Click the New Phase to create a new Read more

Sending invoices and statements

When invoice is sent on Email, it will appear as follows, both for automatic portal access and if there is login required for portal For more information on portal access, please see Give access to the Portal.    

Consolidate/Combine Multiple Matters for Invoicing

To consolidate multiple matters/projects for a client onto one invoice: Click the Clients tab Drill into the desired client’s name Click the Matters/Projects tab Select the Consolidated? check box against the desired projects. The setting will be automatically saved.   Note: If you created any drafts for the client before these Read more

Searching for Clients

Time and billing software by TimeSolv shows Clients and Projects listing for all active clients and projects by default. To search for clients that meet specific criteria: Click the Clients tab such that the Clients & Matters form is shown by default Enter the name of the client/project and select All from the Read more