Create a New Client

To create a new client: Click on Clients & Matters under Clients tab.   Click the New Client button.   Enter the client name in the Client Name field.   Enter Client ID.   Click Save.   The new client’s detail form will now have launched. Here you can edit Read more

Client Settings – General

To define client settings:   Click on the Settings link under the Clients tab. Specify Client Label – this is how you wish for the term ‘Client’ to appear throughout the system.   You can manually enter the Next Client ID.   Choose Taxable Status.   Choose Client ID Format. Read more

Client – Invoice Settings

To edit Client Invoice Settings:   Click on Clients & Matters under the Clients tab and click on the client name that you wish to edit invoice settings for. Click on the Invoice Settings tab.   Select the Default Flexible Template.   Select Default Firm Contact.   Select the checkbox Read more

Create and Edit Global Rates

To Create Global Rates:   The advantage of using Global Rates is that you only have to key in these rates once, to have them saved in the system ready to use as you please. For example, if you have a discounted rate, you can create a global rate by Read more

Consolidate/Combine Multiple Matters for Invoicing

To consolidate multiple matters/projects for a client onto one invoice: Click on Clients & Matters under the Clients tab and select the desired client’s name. Click on the Matters/Projects tab.   Select the Consolidated? check box against the desired projects. The setting will be automatically saved. Note: If you created any 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 on Clients & Matters under the Clients tab.   In the Search Criteria box, you may search for any term. It can be a client name, Read more

Delete a Client

Note: Clients with outstanding payments cannot be deleted. To delete a client: Click on Clients & Matters under the Clients tab, and select the name of the desired client. Click on  the Delete This Client link.   After a delete confirmation message, the client will be deleted.

Update Client Information

To update information for a client: Click on Clients & Matters under the Clients tab, and select the client name you wish to update information for.   After completing desired modifications to the client information, click Save.

Client – Contacts

The Contact tab shows the contacts listed for the client. To access and edit this: Select Clients & Matters under the Clients tab, and select the name of the desired client.   Click on the Contacts tab.   Click on New Contact to create a new contact. Select the Type of Read more

Client – Invoice Narratives

Any client specific terms such as cover page narrative, invoice narrative, invoice footer text, Invoice and Statement e-mail message and payment instructions are defined here. Click on Clients & Matters under the Clients tab, and select the desired client name.   Click on Invoice Narratives tab.   Specify Cover Page Narrative. Read more

Client – Notes

Any client specific notes can be added here: Select Clients & Matters under the Clients tab, and select the name of the desired client.   Select the Notes tab. Enter some note description in the Note edit box.   Click Save.   Click the Edit link against the desired note to edit it.   Click the Read more

Client & Project Account Groups

To create/edit/delete a Bill and Payment account group: Click on the Settings link under Clients tab. Click on Account Groups tab. Note: the Account Groups are used for the integration with AccountEdge.   Click on the New Invoice Account Group to create a new group.   Enter the Name.   Read more

Project – Assignments

You can assign Timekeepers to specific Matters/Projects so that they cannot see all the other Matters/Projects for your firm. Follow the steps to restrict their access: Select Staff under the Account tab (Note: you may see the term Professionals rather than Staff here, depending on the type of TimeSolv account you Read more

Conflict Search

Conflicts search enables firms to track related parties and their relationship to clients and matters. For example, there is a client named Dr. Joe Smith. When entering Joe’s information into the database, you will first define attributes such as his contact information and his title such as Doctor. So Joe is Read more