TimeSolv Version 20230827 Feature Updates & Bug Fixes
Release Date: August 27, 2023
- Enhancement – Ability To Specify A Category And Internal Notes For An Expense Entry
An Expense Entry can now be associated with an Expense Category. If Expense Categories have been set up, a dropdown selector appears on the Expense Entry creation screen. Also, similar to the Time Entry screen, users can now provide notes for the Expense Entry using the new Internal Notes field.
To set up an Expense Category, click here.
- Enhancement – Ability To Drill Down To Matter And Timekeeper On The Financial Dashboard’s Top Client Chart
The Financial Dashboard’s Top Client Chart has been enhanced to display drilled-down information when the user clicks on the Client’s bar. The details appear on a new screen within the Chart, allowing the user to further drill down on the Matter and Timekeeper.
To learn more, click here.
- Enhancement – Ability To Drill Down To Timekeeper On The Financial Dashboard’s Hourly Rate Chart
The Hourly Rate chart, previously called the Billing Rate, has been enhanced to display drilled-down information when the user clicks on the Client’s bar. The details appear on a new screen within the chart, displaying the Timekeeper, Amount, Hours, and Rate for the selected month.
To learn more, click here.
- Enhancement – Bar Chart View Added On Staff Dashboard’s Target vs. Actual Chart
With this new enhancement, the data on the Target vs. Actual chart on the Staff Dashboard can be viewed as a Bar Chart. The view switches between the Line and the Bar chart using the icons on the top right-hand corner of the chart.
To learn more, click here.
- Enhancement – Displaying Report Generation Time Based On The Firm’s Timezone
This enhancement allows the Firm’s Timezone to be used when a report is generated instead of the UTC. The report generation time is displayed at the bottom of the report.
- Bug – Timekeepers With View Only Access To Budgets Are Able To Edit Budget Details
One of the customers reported that the Timekeepers with “View Only” access were able to edit and update the information under the Clients & Matters>Matter Details>Budget> sub-tabs for Staff Member, Activity Code, Expense, etc.
This has been fixed so that users with view-only permission do not have access to Edit/Delete options.
- Bug – In the TimeSolvPay Emails, The Paid Amount Field Shows Up Empty When the Bank Account’s ACH Or Manual Entry Method Is Used
One of the customers reported that in the emails received from TimeSolvPay, the “Total Amount Paid:” field was not showing any amount in case of payments made using the Bank Account – ACH or Manual Entry method. This has been fixed, and the paid amount is shown in the emails.
- Bug – The $ Sign And The Amount Not Showing Up In The Tooltip On Client Dashboard’s Top Customers Chart
It was internally identified that on the Client Dashboard’s Top Customers Chart when selecting “Billed” and “Bottom 5” and hovering over the bar, the $ sign and the Amount were not displayed in the tooltip. This has been fixed.
- Bug – On The Client Dashboard, Inactive Clients Do Not Have “Inactive” Displayed Next To Them
It was internally identified that on the Client Dashboard’s client selection dropdown, the inactive Clients were showing up without the term “Inactive” next to them. This has been fixed. Moreover, this has also been applied to the Responsible Timekeeper and Customer dropdowns on the Financial Dashboard.
- Bug – Interest And Expense Not Displayed Correctly In The Tooltips On The Financial Dashboard
On the Financial Dashboards, the interest for the consolidated Invoices showed up twice the actual amount in the Billed Metric’s tooltip. Also, the Expense amount was not displayed in the bar when selecting Worked on the Top Timekeeper’s chart.
These bugs have been fixed, and the information is being displayed correctly in the tooltipes.
Was this article helpful?
