General Information on TimeSolv Time & Billing Solutions Services

How Do I Terminate My Service With TimeSolv?

To terminate your TimeSolv account:

  • Log in as firm admin.
  • Go to Account>Our Account>Subscription tab.
  • Click the Close Account button such that a confirmation form asking for you feedback shows up.
  • Enter your feedback and click the Close Account button to close your account.

What Are The Terms of Service?

Before you can enroll, you must agree to timesolv.com’s Terms of Service for Timesolv. PLEASE READ THESE TERMS CAREFULLY. BY INDICATING YOUR ACCEPTANCE BELOW, YOU ARE AGREEING TO BE BOUND BY THE TERMS AND CONDITIONS OF THE TERMS OF SERVICE. After you have read the Terms of Service, you can scroll down to the “I agree” button.

 

TERMS OF SERVICE

timesolv.com, Inc. (“timesolv.com”) provides its services to you subject to the following Terms of Service (“TOS”). In addition, when using specific services, you and timesolv.com will be subject to any guidelines, policies, rules or additional terms applicable to these services which timesolv.com may communicate to you or post from time to time. These guidelines, policies, rules or additional terms are considered included in the TOS.

1. DESCRIPTION OF SERVICE

timesolv.com currently provides users with online time and expense entry, bill presentment and bill payment applications, as well as professional information and news (the “Service”). Unless explicitly stated otherwise, any new features that augment or enhance the current Service, including any new timesolv.com services, will be subject to the TOS and may be subject to additional terms and conditions. timesolv.com may change Service features and functionality at any time and from time to time, with or without notice. Notice of significant changes will be posted on the timesolv.com website, which you must review periodically. You agree that timesolv.com shall not be liable to you or any third party for any modification of the Service.

2. WHAT YOU MUST DO TO USE THE SERVICE

In order to use the Service, you must obtain access to the World Wide Web, either directly or through devices that access web-based content, and pay any service fees associated with such access. You must provide all equipment necessary to make such connection to the World Wide Web, including a computer and modem or other access device.

In addition, you must: (a) provide true, accurate, current and complete information about yourself as prompted by the Service’s registration form and payment authorization form and (b) maintain and promptly update such registration and payment authorization information to keep it true, accurate, current and complete.

3. YOUR OBLIGATION TO PAY FEES

You agree to pay all subscription, service and use fees, if any, that timesolv.com charges you for the Service. Such fees will be posted on timesolv.com’s website and may be changed by timesolv.com at any time and from time to time by providing you with 30 days prior notice. You agree to pay all costs (including attorneys’ fees), if any, incurred by timesolv.com in collecting overdue fees from you, and to pay a late charge on any overdue fees at a rate equal to the lesser of 1.5% per month or the maximum allowed under applicable law. You also agree to pay all foreign, federal, state and local taxes applicable to your access, use or receipt of the Service. timesolv.com may, at its option, include such taxes in the fees charged to you, in which event you shall pay such taxes to timesolv.com.

timesolv.com will not issue invoices or bills to you. You will authorize timesolv.com to charge fees, on a monthly basis, directly to your credit card or debit your checking account. Before you can complete enrollment, you must complete the payment authorization form. Each time you use the Service, you reaffirm your authorization to timesolv.com to charge or withdraw funds from your account.

4. ACCESS, PASSWORDS AND SECURITY

You may designate an unlimited number of users under your account and you may provide and assign user names and passwords to such users. You agree immediately to notify timesolv.com if you become aware of any loss or theft or unauthorized use of any of your user name(s), password(s), and/or other personal or company identification numbers that may be assigned to you by timesolv.com, billing data, registration information or payment authorization information.

timesolv.com agrees to exercise reasonable care to prevent any unauthorized person or entity from gaining access to your registration information, payment authorization information, billing data, user name(s), password(s) and any other personal or company identification numbers that may be assigned to you by timesolv.com. The security of your information and data may be maintained through the use of data encryption, data security protocols, passwords and other methods which timesolv.com may employ, or which timesolv.com may suggest or require that you employ from time to time. You acknowledge and agree that timesolv.com shall not be liable for any damages incurred by you or any third party in connection with any unauthorized access to or disclosure of such information or data resulting from your actions or from your failure to act, or the actions or failure to act of a third party, or the failure of electronic or other security measures.

In order to protect the confidentiality of such information, you agree to use software produced by third parties, including, but not limited to, “browser” software that supports a data security protocol compatible with the protocol used by timesolv.com. Until notified otherwise by timesolv.com, you agree to use software that supports the Secure Socket Layer (SSL) protocol or other protocols accepted by timesolv.com and follow timesolv.com’s log-on procedures for Service that support such protocols. You acknowledge that timesolv.com is not responsible for notifying you of any upgrades, fixes or enhancements to any such software or for any compromise of data transmitted across computer networks or telecommunications facilities, including, but not limited to, the Internet.

timesolv.com will not disclose any time or billing data or other data about your clients that you enter unless compelled to do so by law. If timesolv.com is ordered to make such disclosure, timesolv.com will use its reasonable efforts both to notify you and to allow you the opportunity to oppose such disclosure. timesolv.com also will not disclose information regarding you or your account with timesolv.com, however, timesolv.com reserves the right to disclose information about you or your account to appropriate authorities if there is a reasonable basis to believe that there is illegal activity, breach by you of the TOS or in the event of an emergency.

5. STORAGE OF BILLING DATA

timesolv.com shall retain your billing data for a period of 36 months from the date the respective bill is issued to your client. You acknowledge and agree that timesolv.com shall have no liability for the deletion or failure to store any billing data transmitted by you or by anyone else to the Service after such period.

6. timesolv.com’S PROPRIETARY RIGHTS

You acknowledge and agree that the Service and any necessary software used in connection with the Service, including without limitation timesolv.com’s Timesync software that you may download in connection with your use of the Service (“Software”), contain proprietary and confidential information that is protected by applicable intellectual property and other laws. You further acknowledge and agree that content contained in sponsor advertisements or information presented to you through the Service or by advertisers is protected by copyright, trademarks, service marks, patents or other proprietary rights and laws. You agree not to modify, rent, lease, loan, sell, distribute, copy, sell, resell or exploit for any commercial purposes, any portion of the Service, use of the Service, or access to the Service.

timesolv.com grants you a non-transferable, non-exclusive and terminable right and license to use the object code of its Software; provided that you do not (and do not allow any third party to) copy, modify, create a derivative work of, reverse engineer, reverse assemble, disassemble, or decompile the Software or any part thereof or otherwise attempt to discover any source code, or sell, assign, sublicense, grant a security interest in or otherwise transfer any right in or to the Software. You agree not to modify the Software in any manner or form, or to use modified versions of the Software, including without limitation for the purpose of obtaining unauthorized access to the Service. You agree not to access the Service by any means other than through the interface that is provided by timesolv.com for use in accessing the Service.

7. TRADEMARK INFORMATION

“timesolv.com”, “Timesolv” and “TimeSolv Project” and the timesolv.com, Timesolv and TimeSolv Project logos and other timesolv.com trademarks, service marks, logos and product and service names that may be used in connection with the Service or the Software are trademarks of timesolv.com. You agree not to display or use the timesolv.com marks in any manner without timesolv.com’s express prior written permission.

8. DISCLAIMER OF WARRANTIES

YOU EXPRESSLY UNDERSTAND AND AGREE THAT YOUR USE OF THE SERVICE IS AT YOUR SOLE RISK. THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. timesolv.com EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. YOU FURTHER EXPRESSLY AGREE THAT NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM timesolv.com OR THROUGH OR FROM THE SERVICE SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THE TOS AND THAT NO ACCOUNTING, FINANCIAL OR LEGAL ADVICE OR COUNSEL IS GIVEN OR SHALL BE DEEMED TO HAVE BEEN GIVEN BY THE SERVICE. You further acknowledge and agree that timesolv.com shall not be liable for the accuracy, truthfulness or validity of any billing data entered by you through the Service.

9. TEMPORARY INTERRUPTION OF THE SERVICE

From time to time, the Service may be temporarily interrupted or curtailed due to equipment modifications, upgrades, relocation, repairs and other similar activities necessary during the operation and upgrade of the Service. timesolv.com will post notice of periodic interruptions of the Service or “maintenance windows” from time to time to perform such activities and no reduction of payments will be made in the case of such temporary interruption of Service or “maintenance windows” previously posted. In the event of a temporary interruption in Service that is outside of such “maintenance windows” and is caused by a failure in timesolv.com’s Software or servers or network connections, timesolv.com shall issue to you credits, to be used against future service fees, in an amount equal to the pro rata portion of any fees that may have been paid by you for the portion of the Service not furnished to you as a result of such interruption in Service, provided, however, that in no event shall timesolv.com be liable for interruption or delays in transmission or errors or defects in transmission or failure to transmit caused by causes beyond its control, including without limitation acts of God or failure of any Internet backbone provider. In no event shall timesolv.com be liable for any damages due to interruption of Service.

10. LIMITATION OF LIABILITY

IN NO EVENT WILL timesolv.com BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, SPECIAL OR INDIRECT DAMAGES (INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE ITEM) EVEN IF timesolv.com HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES. YOU AGREE THAT THE LIABILITY OF timesolv.com ARISING OUT OF ANY KIND OF LEGAL CLAIM (WHETHER IN CONTRACT, TORT OR OTHERWISE) IN ANY WAY CONNECTED WITH THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID FOR THE SERVICE IN THE PAST SIX MONTHS. timesolv.com shall not be liable for any loss resulting from a cause over which timesolv.com does not have any direct control, including but not limited to failure of electronic or mechanical equipment or communication lines; telephone or other interconnect problems; bugs, errors, configuration problems or incompatibility of computer hardware or software; failure or unavailability of Internet access; problems with Internet service providers or other equipment or services relating to your computer; problems with intermediate computer or communications networks or facilities; problems with data transmission facilities or your telephone or telephone service; or unauthorized access, theft, operator errors, severe weather, earthquakes or labor disputes. timesolv.com is not responsible for any damage to your computer, software, modem, telephone or other property resulting from your use of the Service. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

11. INDEMNITY

You agree to defend, indemnify and hold timesolv.com harmless from and against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys’ fees) arising from your violation of state or federal laws or regulations, or any third party’s rights, including but not limited to infringement of any copyright, violation of proprietary right and invasion of any privacy rights. This obligation will survive the termination of the Service.

12. DISCONTINUATION OF SERVICE

You agree that, upon 90 days’ prior notice, timesolv.com may, in its sole discretion, terminate your user name(s), password(s), account(s) (or any part thereof) or use of the Service, for any reason, including without limitation for lack of use or if timesolv.com believes that you have violated or acted inconsistently with the letter or spirit or the TOS. timesolv.com may also, upon 90 days’ prior notice, in its sole discretion and at any time, discontinue providing the Service, or any part thereof. In the event that your Service with timesolv.com terminates, timesolv.com will retain your billing data for a reasonable period and will use commercially reasonable efforts to return your billing data to you electronically, in an appropriate format selected by timesolv.com, as promptly as is reasonably possible after such termination. Further, you agree that timesolv.com shall not be liable to you or any third party for any termination of your access to the Service; provided, however, that if the termination is unrelated to your acts or omissions, timesolv.com will refund to you an amount equal to the pro rata portion of any fee that may have been paid by you for the portion of the Service not furnished to you as of the date of such termination.

13. DEALINGS WITH ADVERTISERS

Your correspondence or business dealings with, or participation in promotions of, advertisers found on or through the Service, including payment and delivery of related goods or services, and any other terms, conditions, warranties or representations associated with such dealings, are solely between you and such advertiser. You agree that timesolv.com shall not be responsible or liable for any loss or damage of any sort incurred as the result of any such dealings or as the result of the presence of such advertisers on the Service.

14. LINKS

The Service may provide, or third parties may provide, links to other World Wide Web sites or resources. Because timesolv.com has no control over such sites and resources, you acknowledge and agree that timesolv.com is not responsible for the availability of such external sites or resources and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from such sites or resources. You further acknowledge and agree that timesolv.com shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such site or resource.

15. NOTICES

Notices to you from timesolv.com may be made by either email or regular mail. The Service may also provide notices of changes to the TOS or other matters by displaying notices or links to notices to you on the Service.

16. MODIFICATIONS

The TOS may be modified by timesolv.com upon 30 days prior notice to you. If timesolv.com sends you notice, via email, posting on the Service or otherwise, of a modification, you confirm your acceptance of the modification by not closing and/or by continuing to use the Service.

17. GENERAL PROVISIONS

The TOS constitutes the entire agreement between you and timesolv.com and govern your use of the Service, superceding any prior agreements between you and timesolv.com with respect to the subject matter contained in the TOS. The TOS may only be modified or amended as set forth above in Section 16 or otherwise in a writing signed by timesolv.com and you. The TOS and the relationship between you and timesolv.com shall be governed by the laws of the State of California without regard to its conflict of law provisions. You and timesolv.com agree to submit to the personal and exclusive jurisdiction of the courts located within the county of Los Angeles, California. The failure of timesolv.com to exercise or enforce any right or provision of the TOS shall not constitute a waiver of such right or provision. If any provision of the TOS is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties’ intentions as reflected in the provision, and the other provisions of the TOS shall remain in full force and effect. You agree that regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Service or the TOS must be filed within one (1) year after such claim or cause of action arose or be forever barred. The Section titles in the TOS are for convenience only and have no legal or contractual effect. No person or entity that is not a party to this TOS shall derive any rights whatsoever hereunder as a third party beneficiary.

Who Can Use Timesolv?

TimeSolv is designed for all professionals who bill for their time. This includes computer consultants, lawyers, accountants, management consultants, engineers and many other professionals.

What if I Forget My Password?

Go through this article to know how to reset your password.

Is My Data Secure?

Your data is secured by many layers of physical and electronic protections.

  • The data is stored in a secure data center that is guarded 24 hours a day, 7 days a week.
  • Your data is transmitted only via SSL, the most securely encrypted web protocol available.
  • Furthermore, your password is never stored in clear text format. It is encrypted so that not even TimeSolv can read it.
  • Finally, TimeSolv customer support reps only have access to your TimeSolv account information. All information about your clients, projects and billing is completely unavailable to them. The only way they can access your data is if you chose to assign them a temporary login and password to help you with an issue.

Why Am I Unable to Establish a Secure Connection?

When you recieve the message:

“Unable to establish a secure connection with “timesolv.com”. There is a problem with the security certificate from that site. (The identity certificate name is not correct.)”

or

“Security Alert: The name on the security certificate does not match the name of the site.”

Please check to make sure that you have entered timesolv.com’s secure site by first going to www.timesolv.com. You should log out and log back in immediately. If the problem persists, please contact the support department – call us at 1.800.715.1284, email us at support@timesolv.com or schedule a FREE 30-minute support session.

Customizing Your Account

Can I Change My Billing Plan?

Yes, you can change your billing plan at any time. However, the plan will not take effect until the next billing cycle.

To change your billing plan, contact TimeSolv’s support team.

How do I setup contact information in TimeSolv?

Click here to setup your Timesolv.com contact information.

 

How do I setup my firm settings?

Click here to perform firm settings.

Your Free Trial Period Has Expired!

To continue to work when your free trial period has expired, please add payment method to subscribe to TimeSolv.com.

What if I Join During the Billing Cycle?

If you join during the billing cycle, your first month’s fee will be pro-rated.

What is the Billing Cycle?

The Billing Cycle for timesolv.com services is monthly. It starts on the first of the month and ends on the last day of the month. timesolv.com bills on the first of the month per the services provided during the prior month.

How Do I Setup Client Contact Information?

Click here to set up client contact information.

How do I install and set-up the TimeSync app?

Click here to know how to install TimeSync.

 

Activity Code (Task Code) overview and setup

Activities (also known as Task Codes) are predefined work descriptions that are associated with time entries and may optionally specify a rate for the work being described. An Activity, by default, has no rate associated with it. However, Timesolv does support hourly and task based Activity rates with the goal of providing additional rates flexibility.

Each Activity’s description and rate is defined for the entire firm to use. However, Timesolv also allows Activity rates to be overridden for a specific TimeKeeper and Project. This is a more advanced feature for firms with more sophisticated time tracking and billing needs. The idea is that an Activity set up by the firm administrator can be billed at different rates on different projects and by specific timekeepers. For example, the Activity “Java Programming” can be billed on Project A at $150 per hour and Project B at $200 per hour. In addition, programmer Joe can bill for “Java Programming” on Project A at $175 per hour and $225 per hour on Project B, etc.

Activity Rates override functionality is available through Timesolv Plus and Combo billing plans.

Read this article to create activity codes.

Note: Rates can be overridden by those firm users for which the Can View and Override Rate? check box is enabled in their permission for the Time entries.

Can I check how much I have spent this month?

You can check how much you have spent this month by following the steps below:

  • Click on Our Account under the Account tab.

 

  • Click on the Billing History tab.

 

  • You can now view a list of billing history for your admin level user account (example below).

TimeSolv Legal Only

What Reports are Available?

Click here to see what reports are available.

How Do I Add New Clients or Companies?

Click here to know how to create a client/company.

 

How do I setup the tax terminology?

Read this article to know how to set up tax terminology.

TimeSolv Invoicing Steps

Prior to invoices being generated, professionals will put their time and expense entries into the system. A time or expense card entry can have one of the following four status values:

  1. Open – entry can be edited from the daily or weekly entry screens.
  2. Pending – entry is part of an invoice and can no longer be edited from the daily or weekly time entry screens. However, it can be edited through the invoice edit process explained in steps 6 & 7 below.
  3. Closed – entry is part of a sent invoice and can no longer be edited in any way except by voiding the sent invoice.
  4. Written-off – entry has been deleted from the invoice and the billed amount is $0.

Another important thing to remember is that Timesolv tracks both the original and billed values. Basically, any changes made during the invoice edit process will be stored separately from the original entries, including the values of written-off entries.

  • Click here to create a draft invoice.
  • Click here to send the invoice.

TimeSolv Pro Only

How Can I Edit the Default Footer?

  • You can edit the default footer by going to the clients tab and clicking on settings.

 

  • Click on invoice narratives tab.

 

  • Change the invoice footer text at the bottom of the screen. Click the save button when you have completed changes.

Where is Matter/Project Participant Contact Information?

This information can be found in the matter/project participant’s profile. To locate the matter/project participant’s profile, please see here.

How Do I Print My TimeSolv Project Plans?

To print your TimeSolv Project’s project plan, perform the following steps:

Note: These changes to your browser settings will only need to be made once.

Printing in Internet Explorer:
  • From the Tools menu, click Internet Options.
  • From the Advanced tab, scroll to Printing section. Enable the Print background colors and images check box.
  • Click the Apply button.
  • From the File menu, click the Print option or click the Print icon.

Printing in Netscape:

  • From the File menu, click the Page Setup option.
  • From the Page Options form, enable the Print backgrounds check box.
  • Click the OK button.
  • From the File menu, click Print Frame option or click the Print icon.

Printing in Chrome:

  • Click the Settings icon to the right of the Address toolbar.
  • Click the Print option.
  • In the Print form, go to the Layout section.
  • Enable the Landscape radio button.
  • Click the Print button.

Printing in FireFox:

  • Click the File menu in the Menu bar.
  • Click the Page Setup option.
  • In the Page Setup form, go to the Orientation section.
  • Select the Landscape radio button as orientation.
  • In the Options section, enable the Print Background (color & images) check box.
  • Click the OK button.
  • Now click the File menu again.
  • Click the Print option.
  • Click the OK button.

What is the Importance of Roles?

Every new TimeSolv Project account includes five default roles. Read this article to view the permissions assigned to each pre-defined role, or to create new roles.

Also go through this article to know how these roles can be assigned to plan tasks.

 

TimeSolv Legal and TimeSolv Pro Integration

How Do I Correct TimeSync Cards Not Uploading?

Perform the following to correct TimeSync Cards which do not upload:

  • Through Windows, access the TimeSolv TimeSync folder in Local Disk (C:)>Program Files>TimeSolv TimeSync.

WARNING: If you have any time and expense cards that have not been uploaded, all of them will be lost after the following step:

Capture

Search for the following Text (.txt) files in the folder and delete them:

  • ExpenseCodes.txt
  • ExpenseCards.txt
  • TaskCodes.txt
  • TimeCards.txt

Launch the TimeSync application and resync the Time and Expense entries.

 

Online Client Access

How do I setup payment method in TimeSolv?

Payment method is how you will pay your bills of TimeSolv.com. Click here to set up TimeSolv.com’s payment method.

 

Automatic Data Export

How Do I Setup the Automatic Data Export Feature?

At a cost of $19.95, a backup of your data will automatically take place depending upon the Backup Frequency you have specified.

To setup the automatic data export feature, go to Account>Import/Export>Backups tab.

Please see here for more information.

 

Account Status

Can I check how much I have spent this month?

You can check how much you have spent this month by following the steps below:

  • Click on Our Account under the Account tab.

 

  • Click on the Billing History tab.

 

  • You can now view a list of billing history for your admin level user account (example below).

Client Contact Info

Can I Change My Billing Plan?

Yes, you can change your billing plan at any time. However, the plan will not take effect until the next billing cycle.

To change your billing plan, contact TimeSolv’s support team.

How Do I Setup Client Contact Information?

Click here to set up client contact information.

TimeSolv Time & Billing Solutions Monthly Billing

Can I Change My Billing Plan?

Yes, you can change your billing plan at any time. However, the plan will not take effect until the next billing cycle.

To change your billing plan, contact TimeSolv’s support team.

Your Free Trial Period Has Expired!

To continue to work when your free trial period has expired, please add payment method to subscribe to TimeSolv.com.

What if I Join During the Billing Cycle?

If you join during the billing cycle, your first month’s fee will be pro-rated.

What is the Billing Cycle?

The Billing Cycle for timesolv.com services is monthly. It starts on the first of the month and ends on the last day of the month. timesolv.com bills on the first of the month per the services provided during the prior month.

Firm Settings

How do I setup my firm settings?

Click here to perform firm settings.

TimeSolv Contact Info

How do I setup contact information in TimeSolv?

Click here to setup your Timesolv.com contact information.

 

Our Account

Can I Change My Billing Plan?

Yes, you can change your billing plan at any time. However, the plan will not take effect until the next billing cycle.

To change your billing plan, contact TimeSolv’s support team.

How do I setup contact information in TimeSolv?

Click here to setup your Timesolv.com contact information.

 

How do I setup my firm settings?

Click here to perform firm settings.

Your Free Trial Period Has Expired!

To continue to work when your free trial period has expired, please add payment method to subscribe to TimeSolv.com.

What if I Join During the Billing Cycle?

If you join during the billing cycle, your first month’s fee will be pro-rated.

What is the Billing Cycle?

The Billing Cycle for timesolv.com services is monthly. It starts on the first of the month and ends on the last day of the month. timesolv.com bills on the first of the month per the services provided during the prior month.

How Do I Setup Client Contact Information?

Click here to set up client contact information.

Can I check how much I have spent this month?

You can check how much you have spent this month by following the steps below:

  • Click on Our Account under the Account tab.

 

  • Click on the Billing History tab.

 

  • You can now view a list of billing history for your admin level user account (example below).

Setup

Activity Code (Task Code) overview and setup

Activities (also known as Task Codes) are predefined work descriptions that are associated with time entries and may optionally specify a rate for the work being described. An Activity, by default, has no rate associated with it. However, Timesolv does support hourly and task based Activity rates with the goal of providing additional rates flexibility.

Each Activity’s description and rate is defined for the entire firm to use. However, Timesolv also allows Activity rates to be overridden for a specific TimeKeeper and Project. This is a more advanced feature for firms with more sophisticated time tracking and billing needs. The idea is that an Activity set up by the firm administrator can be billed at different rates on different projects and by specific timekeepers. For example, the Activity “Java Programming” can be billed on Project A at $150 per hour and Project B at $200 per hour. In addition, programmer Joe can bill for “Java Programming” on Project A at $175 per hour and $225 per hour on Project B, etc.

Activity Rates override functionality is available through Timesolv Plus and Combo billing plans.

Read this article to create activity codes.

Note: Rates can be overridden by those firm users for which the Can View and Override Rate? check box is enabled in their permission for the Time entries.

Activity (TimeSolv Legal Only)

Activity Code (Task Code) overview and setup

Activities (also known as Task Codes) are predefined work descriptions that are associated with time entries and may optionally specify a rate for the work being described. An Activity, by default, has no rate associated with it. However, Timesolv does support hourly and task based Activity rates with the goal of providing additional rates flexibility.

Each Activity’s description and rate is defined for the entire firm to use. However, Timesolv also allows Activity rates to be overridden for a specific TimeKeeper and Project. This is a more advanced feature for firms with more sophisticated time tracking and billing needs. The idea is that an Activity set up by the firm administrator can be billed at different rates on different projects and by specific timekeepers. For example, the Activity “Java Programming” can be billed on Project A at $150 per hour and Project B at $200 per hour. In addition, programmer Joe can bill for “Java Programming” on Project A at $175 per hour and $225 per hour on Project B, etc.

Activity Rates override functionality is available through Timesolv Plus and Combo billing plans.

Read this article to create activity codes.

Note: Rates can be overridden by those firm users for which the Can View and Override Rate? check box is enabled in their permission for the Time entries.

Import/Export

How do I install and set-up the TimeSync app?

Click here to know how to install TimeSync.

 

Billing & Payments

TimeSolv Invoicing Steps

Prior to invoices being generated, professionals will put their time and expense entries into the system. A time or expense card entry can have one of the following four status values:

  1. Open – entry can be edited from the daily or weekly entry screens.
  2. Pending – entry is part of an invoice and can no longer be edited from the daily or weekly time entry screens. However, it can be edited through the invoice edit process explained in steps 6 & 7 below.
  3. Closed – entry is part of a sent invoice and can no longer be edited in any way except by voiding the sent invoice.
  4. Written-off – entry has been deleted from the invoice and the billed amount is $0.

Another important thing to remember is that Timesolv tracks both the original and billed values. Basically, any changes made during the invoice edit process will be stored separately from the original entries, including the values of written-off entries.

  • Click here to create a draft invoice.
  • Click here to send the invoice.

Tax Calculations

How do I setup the tax terminology?

Read this article to know how to set up tax terminology.

Clients & Projects

How Do I Add New Clients or Companies?

Click here to know how to create a client/company.

 

Clients

How Do I Add New Clients or Companies?

Click here to know how to create a client/company.

 

Reports

What Reports are Available?

Click here to see what reports are available.

Clients & Projects

How Can I Edit the Default Footer?

  • You can edit the default footer by going to the clients tab and clicking on settings.

 

  • Click on invoice narratives tab.

 

  • Change the invoice footer text at the bottom of the screen. Click the save button when you have completed changes.

What is the Importance of Roles?

Every new TimeSolv Project account includes five default roles. Read this article to view the permissions assigned to each pre-defined role, or to create new roles.

Also go through this article to know how these roles can be assigned to plan tasks.

 

Project Management

Where is Matter/Project Participant Contact Information?

This information can be found in the matter/project participant’s profile. To locate the matter/project participant’s profile, please see here.

How Do I Print My TimeSolv Project Plans?

To print your TimeSolv Project’s project plan, perform the following steps:

Note: These changes to your browser settings will only need to be made once.

Printing in Internet Explorer:
  • From the Tools menu, click Internet Options.
  • From the Advanced tab, scroll to Printing section. Enable the Print background colors and images check box.
  • Click the Apply button.
  • From the File menu, click the Print option or click the Print icon.

Printing in Netscape:

  • From the File menu, click the Page Setup option.
  • From the Page Options form, enable the Print backgrounds check box.
  • Click the OK button.
  • From the File menu, click Print Frame option or click the Print icon.

Printing in Chrome:

  • Click the Settings icon to the right of the Address toolbar.
  • Click the Print option.
  • In the Print form, go to the Layout section.
  • Enable the Landscape radio button.
  • Click the Print button.

Printing in FireFox:

  • Click the File menu in the Menu bar.
  • Click the Page Setup option.
  • In the Page Setup form, go to the Orientation section.
  • Select the Landscape radio button as orientation.
  • In the Options section, enable the Print Background (color & images) check box.
  • Click the OK button.
  • Now click the File menu again.
  • Click the Print option.
  • Click the OK button.

Project Participants

Where is Matter/Project Participant Contact Information?

This information can be found in the matter/project participant’s profile. To locate the matter/project participant’s profile, please see here.

Time

How Do I Correct TimeSync Cards Not Uploading?

Perform the following to correct TimeSync Cards which do not upload:

  • Through Windows, access the TimeSolv TimeSync folder in Local Disk (C:)>Program Files>TimeSolv TimeSync.

WARNING: If you have any time and expense cards that have not been uploaded, all of them will be lost after the following step:

Capture

Search for the following Text (.txt) files in the folder and delete them:

  • ExpenseCodes.txt
  • ExpenseCards.txt
  • TaskCodes.txt
  • TimeCards.txt

Launch the TimeSync application and resync the Time and Expense entries.

 

Online Payments

How do I setup payment method in TimeSolv?

Payment method is how you will pay your bills of TimeSolv.com. Click here to set up TimeSolv.com’s payment method.

 

General

How to turn off Auto Form fill?

Follow these steps to turn off the Auto Form fill in Chrome:

Turning Off Autofill in Chrome

  1. Click the Chrome menu icon. (Three lines at top right of screen.)
  2. Click on Settings.
  3. At the bottom of the page, click “Show advanced Settings”.
  4. In the Passwords and Forms section, uncheck “Enable Autofill to fill out web forms in a single click”.

Clearing Autofill Data in Chrome

  1. Click the Chrome menu icon. (Three lines at top right of screen.)
  2. Click on Tools.
  3. Select Clear browsing data.
  4. At the top, choose “the beginning of time” option to clear all saved data.
  5. Make sure that the “Clear saved Autofill form data” option is checked.
  6. Click Clear browsing data.