Find answers and help fast
Find answers and help fast
To create a new client:
Note: The Opening Date field is showing the current date. The date can be modified by clicking in the field and selecting the desired date from that calendar. The specified date will automatically get displayed in this field.
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:
Note: Clients with outstanding payments cannot be deleted.
To delete a client:
After a delete confirmation message the client will get deleted.
All the clients and projects are listed in the Clients>>Clients & Matters link.
Note: An additional Relationships tab will be shown for conflict enabled firms.
One can also drill into the client name to access the client information tabs.
To consolidate multiple matters/projects for a client onto one invoice:
Note: If you created any drafts for the client before these changes were made, you will need to postpone and recreate the draft in order to update the client invoice to consolidated.
Settings can be defined for clients in the Clients>>Settings link:
Note: The Plan Roles and Phase Templates tabs are available only for the TimeSolv Project firms.
The Related Party Types and Relationship Types tabs are available only for conflict enabled types.
To create or edit global rates click on the Time tab, select the Settings, and go to the Global Rates tab
To create a new global rate click the Create new Global Rate link and enter the required information.
*Note, when global rates are selected for use in clients or matters only the Name is displayed in clients/matter tab. The Description is only viewable on this tab.
Once the rate is created, click on the Edit Rates link on the right to enter the appropriate amounts.
Rates can be unique for each professional or entered to be the same for everyone.
Press save when finished and the global rate is ready for use.
To create a new matter/project, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. All the matters/projects of a client are listed here and can be marked as consolidated.
Click the New Matter button in the upper right corner to create a new matter/project
Choose your client for the matter, give it a name and assign a responsible professional, if you choose. You can also choose to consolidate the matter/project.
Once you have created a matter, you will see a variety of tabs that allow you thoroughly set up and customize your matter or project.
To view existing matters or projects, click on the Clients tab in the main navigation and then choose Clients & Matters/Projects. Search for the matter either by the matter/project name or the name of the client. You may also scroll through the list of clients and their matters/projects.
*Note you can only delete matters/projects that have no records in the system