Creating a Time Entry

To create a time entry:

  • Click the Time tab and Time Entry.
  • Enter required information in the time entry fields and click the Save & New to save a time entry or Save & Duplicate button to save and create a copy of the newly saved time entry
  • Click the Edit link against the saved time entry to edit the time entry
  • Click the black arrow to Copy time entry’s details in the time entry form
  • Click the black arrow to Delete the time entry.

Note: By default all the time entries will be created on the current date but if time entry is required to be created on some other date, select the date from the calendar applet on the left side.

Time Entry 1

 

View TimeSolv Training Video for more detail.

Edit Rates on Existing Time Entries

Old time entry rates can be updated with new rates in batches to save time and prevent missed entries.

To search for time with a rate that has been changed, go to the Time tab, click on Settings, and select Rate Changes.

edit rates

 

Fill in the desired date range.  If you want to search all time periods, leave the date range blank.

Select the desired Matter(s).  If you do not want to limit the search, select All Matters.

If there may be time entries that have been manually altered, select Include Time Cards Where Rate Had Been Modified.

Hit Search and a list of time entries will be displayed showing the old rate and the new rate.

Select the desired entries to change and press Update Rates in Selected TimeCards

 

Searching for Clients

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:

  • Click the Clients tab such that the Clients & Matters form is shown by default
  • Enter the name of the client/project and select All from the status drop down or just specify a status option e.g., Active/Inactive/Prospect
  • Click the Search button such that the clients/projects satisfying the search criteria will be returned

client search