Xero – Enable Trust Transaction Sync

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Trust Transaction Sync Click on Enable Trust Transaction Sync.   Select a Trust/Retainer account from the dropdown list of accounts in Xero that you will be syncing the information over to. The Read more

Specifying Sync Settings for Trust Transactions for QuickBooks Desktop

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

Specifying Sync Settings for Trust Transactions for QuickBooks Online

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient Read more

Reports – Trust Banking

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

Client – Trust

Purpose & Benefit: You can set up client level Trust account settings. Trust accounting is a unique complication for law firms and there are severe penalties if not done right. TimeSolv allows you to manage your Trust payments easily and quickly. You can also auto-pay invoices from your Trust account as Read more

Creating a Trust Entry

Purpose & Benefit: Trust accounting is a unique complication for law firms and there are severe penalties if not done right. TimeSolv allows you to manage your Trust payments easily and quickly. You can also auto-pay invoices from your Trust account as well as place replenishment funds onto an invoice automatically Read more