Client – Categories

Purpose & Benefit: To help keep your clients organized you can group them into different categories and sub-categories. These categories can also be selected when generating reports. VIDEO: To create client categories and sub-categories: Click on Settings under Clients tab.   Click on the Categories tab.   You can customize the Label 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

How to create a report by Categories

Categories feed into several of TimeSolv’s reports and can be very helpful to your firm. And don’t forget, downloading reports into CSV format allows for additional filtering and sorting in Excel. Categories feed into the following reports: Time Entries Time Entry Summary Expense Entries Activity Summary Accounts Receivable Invoice Summary Read more

Creating Client/Matter Categories or Timekeeper Groups

Purpose & Benefit: Monthly reports are valuable tools in building a successful law practice. They provide you with detailed information about your firm from a variety of financial and management perspectives. Used properly, monthly reports can help you identify what is working within your business and what needs improvement. Gain fresh insights Read more