Find answers and help fast
Find answers and help fast
To create a 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.
View TimeSolv Training Video for more detail.
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.
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
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.
Time is approved via the Time>>Approve Time link. This link is visible only to those timekeepers who have been marked as the time approver in the Manage Approvers section. To approve the time entry:
*NOTE To enable the Time>Approve Time link, your admin must have enabled the time Approvals. To do this please refer to Time and Expense Approvals section in knowledge base
The Manage Approvers screen lets one create/view/edit/delete the time and expense project/staff level approvers.
*NOTE To enable/view “Manage Approvers” button in profile, your admin must have enabled time and expense Approvals. To do this please refer to Time and Expense Approvals section in knowledge base
To define a new approver:
To edit the approver:
To delete the approver:
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:
To specify the appropriate time tax rate:
To specify the appropriate expense tax rate:
Please refer to the Activity Codes Setup page to specify taxable activities.
Please refer to the to The Expense Codes page to specify taxable expenses:
To indicate a client is taxable:
To generate bills with tax included:
Note: Taxes are supported only with the Flexible Billing Template
To generate a tax report:
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.
On the Task/Activity Codes sub tab (TimeSolv Legal users will see Task, TimeSolv Pro users will see Activity), you can identify the tasks or activities you and your staff are completing for clients, including the task/activity name and task/activity code. If the task/activity has a particular cost you would like applied, you can enter that amount.
For TimeSolv Legal users, the ABA Task Codes are pre-built into the application.
Task/Activity rates can be by hour or by task. For example, you may charge by the hour for fact gathering, or you may simply charge a flat fee each time you prepare a budget for your client.
Note: If a task cost is not included, the specified rate for the employee completing the task is applied. This is not the default rate but the appropriate rate depending on what is entered in the project’s General tab.
To access the Task/Activity setup:
To specify settings for time entries: