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To specify settings for time entries: Select Settings under the Expense tab. Under the General tab, specify an Expense Label from Cost Disbursement Expense Specify an Expense Entry Lock Out Date. Select checkbox Prompt for Delete Confirmation if you want a warning message before an expense entry Read more
Video: How to Create Time and Expense Entries By default, the expense entry will be created for current day. If you are making entries for past dates, simply select the desired date from the calendar applet and then create a time entry. Select the Expense Entry link under the Expense Read more
To edit expense entries: Note: Any unbilled expense entry can be edited. However, once the expense has been billed for, it can no longer be modified. Select Expense Entry under the Expense tab. Select Edit next to the expense entry you wish to make changes to. Note: The Billable Type drop Read more
To enable the Approve Expenses link, your admin must have enabled the Expense Approvals. To do this, please refer to Time and Expense Approvals section in knowledge base. To approve the expense entry: Select Approve Expense under the Expense tab. Note: This link is visible only to those timekeepers who have been marked Read more
On the Expense page, you can identify the expenses you and your staff will be incurring. You must enter an expense name and expense code. The remaining fields are optional. The most common expenses incur unique amounts each time, so unless an expense is always for the same amount, it’s Read more
Video: How to Attach Receipts to Expense Entries Select Expense Entry under the Expense tab. After either filling in the relevant details for a new expense entry (see here) or whilst editing an existing expense entry (see here), select the receipt image file and upload. Click Save Read more
TimeSolv facilitates its customers to automate the creation of those expenses entries that are expected to repeat after a fixed time interval. Select Settings under the Expense tab. Under the General tab, click on the Enable Recurring Expense checkbox and click Save. You can now view and select the Read more
To search expense entries: Select Search under the Expense tab. Click on More Options to view all the search fields if needed. Enter in a Search Criteria. Enter in Date Range. Select Staff Member and Client & Matter from drop down lists. Select Status of the Read more