TimeSolv Version 20201105 Feature Updates & Bug Fixes

Release Date: November 5, 2020

#1: Enhancement: Report to List all Expenses That Have Been Paid in the Specified Date Range

TimeSolv now allows for a report that lists all Expenses paid in a certain date range so that users do not have to scan through the system to get this information.

#2: Enhancement: Integrate UserGuiding in TimeSolv

UserGuiding (an in-app messaging tool) has been integrated with TimeSolv so as to present promotional messages, track user behavior, call attention to features and perform a variety of other messaging functions.

#3: Enhancement: Displaying Tax on Invoice When the Tax Rate is 0

We now have the ability to display tax on the invoice even if the tax amount is zero so that Clients are able to see from the invoice the rate of VAT that has been applied and the amount, even if VAT is zero.

#4: Minor Fix: Display the Correct Payment Processor on the ‘Recurring Payment Reference Code’ Popup

For developers integrating LexCharge with TimeSolv, we now have the correct payment processor displayed throughout the application so that firm users are aware of the payment processor in use.

#5: Bug Fix: Trust – Pay Using Trust Balance Should not be Visible if it is not Enabled at Firm-level Client Settings

The ‘Pay from Trust Balance’ button should only appear when the ‘Allow Use of Trust Balance When Paying Invoices?’ is enabled under Firm-Level Client Settings. This has been fixed.

#6: Bug Fix: Propay – Trust – The ‘Refund’ Option Should not Appear on any Transaction if There is no Amount Left to be Refunded

After fully refunding, the ‘Refund’ option was still there for transactions with no amount left to be refunded. The ‘Refund’ option should not appear on any transaction if there is no amount left to be refunded. This has been fixed.

#7: Bug Fix: Import – Expense, Expense Entry File is Imported Successfully When Price Per Unit Field is Blank

Expense Entries were being imported successfully when ‘Price Per Unit’ field was left blank. The Expense Entry should not be imported when ‘Price Per Unit’ field is left blank. This has been fixed.

#8: Bug Fix: Reports – Revenue & Commissions – Date Filter not Working

Revenue & Commissions Report was not reporting based on the filters selected. This has been fixed.

#9: Bug Fix: Conflict Search – Apostrophe Character in the Search Criteria not Working

There was a bug in conflict checks; when using an apostrophe, it would not pull the conflicts. This has been fixed.

#10: Bug Fix: Web Services – ‘contactSearch’ NOT Working

When executing a HTTP Post to the ‘contactSearch’ endpoint, it was being reported that an API integration user was receiving a 500 – internal server error. This has been fixed.

#11: Bug Fix: Client – Changes to Client Details are not Saving

It was reported that a customer was unable to change the Client Name and the Invoice name (no error or save message). This has been fixed.