Time Settings

To specify settings for time entries: Click the Settings under the Time tab.   Specify the Billing Increment (Hours) field.   Specify the Time Entry Lock Out Date.   Select the Time Internal Note Shown checkbox if needed.   Specify the Activity Label. Select Prompt for Delete Confirmation if needed. Read more

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

Creating a Time Entry

Video: How to Create Time and Expense Entries   To create a time entry: Note: By default all the time entries will be created on the current date but if time entry is required to be created on some other date, select the date from the calendar applet on the Read more

Approving the Time Entry

To enable the Approve Time link, your admin must have enabled the Time Approvals. To do this, please refer to Time and Expense Approvals section in knowledge base. Select Approve Time under the Time tab. Note: This link is visible only to those timekeepers who have been marked as the time approver in Read more

Manage Approvers

The Manage Approvers screen lets one create/view/edit/delete the time and expense project/staff level approvers. Note: to enable/view “Manage Approvers” button in profile, your admin must have enabled time and expense Approvals. To do this please refer to Time and Expense Approvals section in knowledge base To Create a New Approver: Select Read more

Edit Rates on Existing Time Entries

  Old time entry rates can be updated with new rates in batches to save time and prevent missed entries. To search for time with a rate that has been changed, click on Settings under the Time tab, and select Rate Changes.   Select the desired Matter(s).  If you do Read more

Searching for a Time Entry

To search for a time entry: Select Search under Time tab.   Enter the search criteria.   Specify a date range.   Click More Options if you wish to be more specific with your search fields.   Specify Staff Member from drop down list.   Specify Client & Matter from drop down Read more

Task/Activity Codes Setup

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 cost you would like applied, 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?   Select the Settings link under the Account tab.   Enter the tax terminology in the Tax Label field, and the tax ID in the Tax Read more

TimeCard Categories

Click to create a customized TimeCard Category. Specify the Label for the TimeCard Category, and click on ‘New TimeCard Category‘: This will open a new window to specify the Name and Description: After you click Save, your new TimeCard Category will be visible under the Time Entry tab: Note: In Read more