Client Settings – General

To define client settings:

 

  • Click on the Settings link under the Clients tab.

  • Specify Client Label – this is how you wish for the term ‘Client’ to appear throughout the system.

 

  • You can manually enter the Next Client ID.

 

  • Choose Taxable Status.

 

  • Choose Client ID Format.

 

  • Click on Update Client ID’s to save changes to the Client ID Format.

  • Specify Matter Label – this is how you wish for the term ‘Matter’ to appear throughout the system.

 

  • Click on the Display Matters First checkbox if you wish to turn this feature on.

 

  • Choose an Matter Inactive Limit.

Note: This is the minimum number of active matters to be present to automatically inactive matters. TimeSolv will automatically make matters inactive if the specified number of days have passed from the latest Time or Expense entry provided there are no unbilled Time or Expense entries. This feature will enable faster data entry and keep administrators from having to periodically check which Matters are in use. Entering a value of 0 will disable this feature.

 

  • Specify Matter Inactive Days. This is the number of days since last entry to make Matters ‘inactive’.

 

  • Specify Starting Matter ID.

 

  • Specify Matter ID Format.

  • Click on Update Project ID’s button.

 

  • Under the Plan section, choose a Plan Phase Label – this is how you wish for the plan phase term to appear throughout the system.

 

  • Specify Plan Task Label – this how you wish for the plan task term to appear throughout the system.

 

  • Specify Milestone Label – this is how you wish for the term Milestone to appear throughout the system.

 

  • Click on ‘Automatic Plan Task Assignment‘ checkbox if you wish to have this option turned on.

 

  • Click on Enable Conflicts Search checkbox if you wish to have this feature enabled.

  • Specify Related Party Custom Field Label.

 

  • Specify Relationship Custom Label.

 

  • Specify Default Name for Trust.

 

  • Specify Default Trust Bank Account.

 

  • Select Automatically Pay Invoices from Trust checkbox if you wish to enable this feature.

  • Click on Enable Portal checkbox if you wish to enable this feature.

 

  • Click Save.