Specifying Sync Setting for Time Entries

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

How to make Tasks a required field on Time & Expense Entries

Purpose & Benefit: When creating project plans you want the flexibility to exercise your control in all areas of project work. You can make Tasks a required field so that Timekeepers must only work on the pending project plan tasks for Matters/Projects that need those assigned tasks to be completed first. Read more

TimeCard Categories

Purpose & Benefit: This feature enables users to report and track their time for the assigned tasks. VIDEO: Click to create a customized TimeCard Category. Specify the Label for the TimeCard Category, and click on ‘New TimeCard Category‘: This will open a new window to specify the Name and Description: Read more

Creating a Time Entry

Purpose & Benefit: The phrase “time is money” is so popular because it’s true. Our time tracking software is designed for the way you work — anywhere, anytime, and on any device. Switch effortlessly between your PC, Mac, iPhone or Android smartphone, or tablet. Start a timer from any of your devices, even Read more

Edit Rates on Existing Time Entries

Purpose & Benefit: Old time entry rates can be updated with new rates in batches to save time and prevent missed entries.   VIDEO: To edit rates on existing time entries: To search for time with a rate that has been changed, click on Settings under the Time tab, and select Read more

Searching for a Time Entry

Purpose & Benefit: TimeSolv provides a quick and easy way to see all Time entries without having to run a full report. Many times you want to find entries for a particular matter or client to either add more Time or review the status of your Time entries.   VIDEO: Read more

Create and Edit Global Rates

Purpose & Benefit: The advantage of using Global Rates is that you only have to key in these rates once, to have them saved in the system ready to use as you please. For example, if you have a discounted rate, you can create a global rate by the name of Read more

Approving the Time Entry

Purpose & Benefit: Approval systems can be an essential tool for ensuring quality control for your valuable clients. TimeSolv allows you to dictate approvals for entries created against certain Matter/Projects, or entries created by certain Timekeepers. Reviewing your employees’ work can also serve as a dependable teaching method for reflecting your Read more

Task/Activity Codes Setup

Purpose & Benefit: 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 rate you would Read more

Time Settings

Purpose & Benefit: Our time tracking software ensures every business expense is organized, accessible, and comprehensible. Let’s face it, it’s about time. TimeSolv lets you enter time from anywhere through our TimeSync app, even without internet access. Make sure you have all your settings in place according to how you would like to Read more

Time and Expense Approvals

PURPOSE & BENEFIT: The Time and Expense approval system enables you to configure settings which allow project managers or staff managers to approve time and expense entries according to your business processes. TimeSolv allows you to dictate approvals for entries created against certain Matter/Projects, or entries created by certain Timekeepers. Reviewing your employees’ work Read more

Non-Billable Project Administration

Purpose & Benefit: At TimeSolv, our users often want to create time or expense entries that are non-billable or appear on an invoice as a no-charge. This is a crucial feature that you can set in the permissions area of each timekeeper you have. TimeSolv recommends that timekeepers track all their time for Read more