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 Read more

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.   Fill in the desired date range.  If Read more

Searching for a Time Entry

To search for a time entry: Click the Time tab Click the Search link Enter the search criteria and click the Search button   If you select the more options link you can view drop down menus of professionals, clients/mattes, status and billable type to help narrow your search.

Create and Edit Global Rates

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 Read more

Approving the Time Entry

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: Click the Time tab Click the Approve Time link. The time entries pending any decision are listed Read more

Manage Approvers

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: Read more

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

Task/Activity Codes Setup

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, Read more

Time Settings

To specify settings for time entries: Click the Time tab Click the Settings link such that the General tab is shown Create the Activity codes in the Activity Codes tab Create the sub-task codes in the Sub-Task Codes tab Create global rates in the Global Rates tab Old rates can be Read more