Create Expense Entry from TimeSolv Sync Phone App

Purpose & Benefit: For your convenience, you are able to track your time on your phone and then sync it later to your web database.

To create expense entries from your phone:

  • Click on the TimeSolv app from the homescreen of your device.

  • Fill in your TimeSolv user login credentials and click on Sync.

  • By default, you will be logged into the Time Entry page. Click the 3 lines in the upper left corner and select Expense.

  • You will now be on the Expense Entry page. The date for the Expense Entry will default to the current day, but you can change this by clicking on the Date field.

  • The date for Expense Entry will default to the current day, but you can change this by clicking on the Date field. A calendar will appear for you to select your preferred date for this Expense Entry. Once you have selected it, click on OK.
  • To specify the client, please click on the Client field.
    • If you click on Recent at the top, you will only see the most recent clients that you have entered time for (this list includes time entries made on TimeSolv browser app). Click on the desired Client name.
    • Alternatively, if you click on All at the top, you can view your entire list of Clients. Simply scroll through the list and select the desired client name.

  • Click on Matter field to select the relevant matter for this Expense Entry.
  • All Matters that come under the Client you selected (above) will appear. Click on the relevant Matter name.
    • If the selected Matter has a Plan Task set up for it, you will see a Plan Task field appear. Click on that to specify the Task to assign to this Expense Entry.
      • Specify the Task/Milestone from the list of options.
    • If you need to select an Expense Code, please click on the Expense Code field.
      • A list of all the Expense Codes will appear, scroll through and select the relevant one.
  • If you have access to change the Billable Type, click on the Billable field.  Select Billable Type from:
    • Billable – amount will be included in the invoice.
    • Non billable – amount will not be included or appear on the invoice.
    • No Charge – will show on an invoice, but with a zero dollar amount (it will appear as ‘no charge’ written next to the time entry).
  • Specify the Quantity for this Expense Entry.
  • Specify the Price of each number of Quantity to be charged for this Expense Entry.
  • You can also specify a Markup percentage if necessary.
  • Alternatively, if you have the permission, you can simply specify a Fixed Amount for this Expense Entry.
  • Add any details to the Description field. If you selected an Expense Code, the name of the code will have automatically prefilled into the description box, but you can edit this as you please.
  • For a list of your saved abbreviations, click on the document icon.
    • Look through your list of saved abbreviations and note down the abbreviation code. Click Done (at the top).
    • Click on Sync icon to translate the abbreviations into their full phrases.
  • Click Attach Receipt if you wish to add a receipt to your expense.
    • It will ask you to “Allow TimeSolv Mobile to access photos, media, and files on your device” which you must allow to use this feature.

    • Click Camera if you wish to take a picture of a receipt and follow the prompts.
    • Client Documents if you already have the receipt stored on your phone and follow the prompts.

  • Click Save.
    • When you click on Save, you will see a notification to let you know the Expense Entry was added successfully. Click OK.
  • Click on the + sign to add more Expense Entries.
  • Or click on the three bars icon to create Time Entries or to Sync your entries over to the TimeSolv browser app.

Click here for more information on how to complete the sync from phone app to TimeSolv browser app.

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