Any timekeeper specific permissions are assigned here:
Select Account>Professionals>Select the Timekeeper name>Permissions Tab
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This tab defines and lists the hourly cost records of a timekeeper:
Go to Account>Professionals>Click on Timekeepers name>Hourly Cost
The Profile tab is used to enter basic information about the timekeeper: Click on Account>Professionals and select timekeepers name to view profile.
You can setup new timekeepers under the Account tab:
Note: If a timekeeper is made inactive, you will not be paying for that timekeeper.
Note: Timekeepers can enter time and expenses for themselves, or any other timekeepers you have given them permissions for. A Support person cannot enter any time for themselves, but they can enter time for any other, or all, timekeepers if you give them permission to do so.
Note: If you created the TimeSolv account, you are already an administrator by default.
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 abbreviations on the Time Entry form. Hover over paper icon to view a list of abbreviations. The blue circling arrows will implement abbreviations.
To edit and add abbreviations, go to the Account tab, select the Settings link, and go to the Abbreviations tab.
Abbreviations can also be added at the firm user level. Go to the Account tab, professional (timekeeper) select the user’s name and click the Abbreviations tab.
Abbreviations on TimeSync application will appear when you click in the description box. New abbreviations are added to to TimeSync after they have been added to the online TimeSolv account and a sync has been run in TimeSync.
This is a WorkSolv Project related feature. All the projects assigned to a timekeeper along with his role, cost and rate are shown here.
The Abbreviations tabs not only lists the firm’s abbreviations but also lets timekeepers create specific abbreviations: Click on Account>Select Timekeeper(staff) member>Abbreviations tab.
The Personal Abbreviations section lists the timekeeper specific abbreviations:
The Firm Abbreviations section lists the read only firm abbreviations: