A Reports Overview

With TimeSolv reports, you get a precise analysis of your company’s activities using your own data. Reports can be downloaded in 10 formats for ease of viewing or further analysis. Click the Reports tab to access reports.  

Time and Expense Reports

These comprise of the following Time and Expense reports: Time Entries Time Entry Summary Expense Entries Missing Time Activity/Task Summary These reports can be accessed under the Reports tab:   Time Entries After selecting Time Entries link under the Time and Expense section on the Reports page: Check Include Inactive box if you would like the report to Read more

Accounting Reports

These reports can be accessed in the Reports>Accounting section which comprises of the following reports: Accounts Receivable Ledger Entries To access these reports: Click on Reports tab.   Under Accounting section, click on Accounts Receivable or Ledger Entries link.     Accounts Receivable Check Include Inactive box if you would Read more

Invoices, Payments and Trusts Reports

These reports can be accessed in the Reports>Invoices, Payments and Trusts   Scroll down to Invoices, Payments and Trusts section which comprises of the following reports: Invoice Summary with Payment Allocations Aged Invoices Invoices and WIP Aging Cash Receipts Payment History Trust Banking   Invoice Summary With Payment Allocations Check Include Read more

Realization Reports

These reports can be accessed in the Reports>Realization section which comprises of the following reports: Realization per Client Realization per Invoice Realization per Timekeepers To access these reports: Click on Reports tab.   Realization Per Client After selecting Realization Per Client link under the Realization Reports section on the Reports page: Check Include Inactive box if Read more

Performance Reports

These reports can be accessed in the Reports>Performance section which comprises of the following reports: Firm Performance Time Budget Client Rankings Timekeeper Profitability Revenue and Commissions To access these reports: Click on Reports tab.   Firm Performance After selecting Firm Performance link under the Performance Reports section on the Reports page: Specify Date Range.   Read more

Reports for Managing Projects for Billing

These WorkSov reports can be accessed in the Reports>Managing Projects section, which comprises the following reports: Resource Allocation – use this report to assess availability of billable resources Budget – budgeted hours, fees, and costs for billing projects   To access these reports: Click on Reports tab.     Resource Allocation After Read more

How to create a report for Billable Matters Only

To run time cards or expense cards reports by a specific category of clients or project/matter, create a category and apply it to client and project. For example, to categorize reports based on billable or non-billable categories, create a category titled Billable and category name as Yes or No as Read more

Reports for Managing the Billing Firm

These reports can be accessed in the Reports>Managing the Firm section which includes the following reports: Task or Activity Codes – categories for time tracking.  Required for LEDES billing. Expense Codes  – categories for time tracking.  Required for LEDES billing. Timekeepers and Rates Clients and Projects Tax Listing Abbreviations   To Read more

Revenue and Commissions Reporting

The Revenue and Commissions Report enables firms to track allocated payments back to individual timekeepers and optionally calculate timekeepers’ and managers’ commissions based upon specified percentages. The report calculates collected revenue amounts based on the invoice total and allocated payments, which are then proportionally credited to each timekeeper. When an Read more

Term “Fees Collected Amount” on Reports

The term “Fees Collected Amount” on Reports means: The total amount of fees collected is the amount collected after expenses, taxes, interest, adjustments, discounts, and commission holdback are subtracted. Payments marked with the “written off” type are not included in the total amount of fees collected. Additionally, the entries that Read more

Custom Fields to Create Reports for Specific Clients, Matters, or Timekeepers

TimeSolv now provides custom categories for clients, matters or timekeepers for filtering all reports.This feature was previously only available for time cards and expense cards reports. For example, you have three types of clients or matters: Divorce, Wills, and Child Custody. You can create client or matter categories under Advanced Read more