Rate Options and Setting up Your Rates

One of TimeSolv’s greatest strengths is its flexible rate structure. Even businesses that consistently use the same billing scale occasionally encounter exceptions, and TimeSolv is designed to accommodate those changes. This frees you to focus on your work, instead of manipulating your time and billing system to fit your specific needs. Read more

Import/Export

To access the Import/Export page: Click the Account tab Click the Import/Export link To import click the Import Excel tab To Export, click the Export Excel tab To create back ups, create the Backups tab To download TimeSolv QB Sync, click the QuickBooks tab   Click on the AccountEdge tab to export Read more

Logo Size

How to resize a logo to fit perfectly on the invoice header? In order for your firm logo to fit perfectly on the invoice header, it may need to be resized to a width of 7 inches. Follow the instructions below to exactly resize a logo to be 7 inches wide Read more

Timekeeper – Permissions

Any timekeeper specific permissions are assigned here: Select Account>Professionals>Select the Timekeeper name>Permissions Tab  

Timekeeper – Hourly Cost

This tab defines and lists the hourly cost records of a timekeeper: Go to Account>Professionals>Click on Timekeepers name>Hourly Cost   Click the New Hourly Cost to create a record Click the Start Date of the existing record to drill into a record to edit it Click the Delete link to delete Read more

Enable Commissions

To enable commissions and access commission reports: Go to the Account tab Go to the Settings tab Enable the Enable Commissions? check box      Provide the required values in the Fixed Holdback Amount Per Invoice and Percent Holdback Per Invoice fields To specify the commission settings for a timekeeper: Go Read more

Terminology Setup

TimeSolv uses certain terminology by default, but you can customize the language used in your account so it best reflects your profession. To set the terminology: As a firm admin, click the Account>>Settings>>General sub tab to define the terminology for: Firm Label Timekeeper label Tax Label As a firm admin, click Read more

Timekeeper – Profile

The Profile tab is used to enter basic information about the timekeeper: Click on Account>Professionals and select timekeepers name to view profile.   Note: The Bypass Approval? check box and Manage Approvers button will only be shown if the staff/professional approvals options are enabled in either Time or Expense settings. Read more

Timekeeper – Contact

Enter the timekeeper’s contact information here: Account>Professionals>Click timekeepers name, go to Contact tab.  

Account Info

Your client contact information may differ from your billing contact information. If so, enter the client contact information here. If this information is the same as for the TimeSolv Billing Info contact, indicate that here as well. To access your account Info: Click the Account tab Click the Our Account Read more

Account Subscription

Subscription is where you enter information about the main contact at your company, as well as the billing and payment method. Your payment method can be changed at any time, although the changes will not take effect until the next billing cycle. To access your TimeSolv subscription: Click Account tab Click Read more

Admin Overview

The Admin/Account tab provides links to different settings from which you can use to set up your firm settings as well as firm user’s settings. To access the setup, click Admin/Account tab. The following links will be displayed: Staff/Professional/Timekeeper Our Account Settings Import/Export  

Taxes

The following sections describe how to change and modify tax settings to accommodate your taxation requirements: How do I Change the Tax Terminology? To change the tax terminology: Click the Account tab Click the Settings link such that the General tab is launched Enter the tax terminology in the Tax Read more

Abbreviations

TimeSolv allows users to create abbreviations for frequently used sentences which can be used later on in the Description of time or expense entries. These abbreviations can be used both for the online time entry or with TimeSync. Abbreviations can be defined both at firm or firm user level. Display of Read more