Getting Started Imported
Guide to Getting Started
New users to TimeSolv find they are most successful with our software when they take advantage of TimeSolv’s online training for Administrators. See here for more information on training.
However, we know a lot of users want to set up TimeSolv on their own. The following information will help you in setting up your account:
- Setup Timekeepers and support users for your firm
- Create Clients – this must be done first before you can create any Matters or Projects
- Create Matters/Projects
- Create Time Entries
You now have the basics in place for Timekeepers to start entering and tracking their time. Next, you’ll want to set up the following:
- Set up firm related terminology
- Set up Global Rates for the firm users
- Create Abbreviations or Time Entries
- Setup Task Codes
- Setup Expense Codes
- Create Related Parties
- Create Expense Entries and Recurring Expenses
- Generate invoices/bills using editable Flexible Billing Templates
- Create Payments
- Generate reports to track Timekeeper/Client/Project activities
- Import and export data to various formats and third-party software such as QuickBooks
Managing Account Settings
Note: Firm-wide settings can be set under the Account and Settings link. Users can also upload a logo for use on bills and project reports and client portal login, customize fields, and set up the firm’s overall brand. Any changes made here apply to all the firm’s Timekeepers.
Firm Name – will appear on all forms of correspondence.
Professional Member Label – how you would like your timekeepers to be labeled in the TimeSolv system fields (i.e. Associate, Consultant, Employee, Fee Earner, Professional, Resource, Staff Member, or Timekeeper).
Tax Label – i.e. ‘Admin Fee’ instead of ‘Tax’.
Tax ID – may read differently if you have changed the above field of ‘Tax Label’ to a customized label.
Date Format – for use on invoices, statements, and reports, choose the date format.
Week Start Day – affects your calendar view.
Australian Business Number – if registered with the Australian Business Register Online, only then you can enter your Australian Business Number (ABN).
Tax Labels – There are two tax labels that can both be customized. For example, you could use one label as an ‘Admin Fee’ and the other as a ‘Tax’. Or you may need to charge two different types of taxes that appear on two separate lines of an invoice.
Tax ID – may read differently if you have changed the above field of ‘Tax Label’ to a customized label.
Apply Tax 2 on Tax also – enabling this means the second Tax (‘Tax 2’ field) will tax the first tax (‘Tax 1’ field). See the example below:
Session Timeout Duration (hours) – the length of time a user can remain logged on to the TimeSolv web app but inactive. TimeSolv automatically ends a timekeeper’s session once this amount of time has elapsed. For example, if you would like inactive users to be automatically logged out after 30 minutes, enter 0.5.
Two-Factor Authentication – helps with improved security, increased productivity and flexibility, lowered helpdesk and security management costs, reduced fraud, and ability to build secure online relationships. If enabled, the administrator can decide if the authentication will be required with every log in, daily, weekly, or monthly.
Password Expiration – days will be counted from whenever the user last changed their password up until the firm’s setting. If the password is expiring within the next five days, a warning will be shown after login.
Access to Assigned Matters/Projects Only – firm users will only be able to access the Matters/Projects that are assigned to them.
Enable Dashboard – this is a graphical representation of hours, amount, and billing rate for the whole year. The dashboard is visible to both admin and non-admin users. Admin users have more rights than non-admin users. The firm admin can view the dashboard of any non-admin user in that firm.
