TimeSolv Version 20250701 Feature Updates & Bug Fixes

Release Date: July 01, 2025

1. Enhancement – Automated Invoice Reminders – Configuration and Email Alerts
   A major enhancement has been introduced to support Automated Invoice Reminders in TimeSolv. This feature allows firms to automatically send recurring reminder emails for unpaid invoices based on a configurable interval from either the invoice date or due date. The reminders continue until the invoice is marked as paid. The new Automated Reminders section has been added under Invoice Settings at the Firm, Client, Matter, and Invoice levels. Users can enable the reminder, specify the interval (default minimum is 7 days), and customize the reminder email message. Settings cascade from firm to client to matter to invoice. Reminders remain editable even after the invoice is sent and apply to consolidated invoices using client-level settings. The reminder email includes key details such as the invoice number, due date, and amount due, with a direct link to view or pay the invoice. Once an invoice is paid, no further reminder emails will be sent.This enhancement helps firms streamline payment follow-ups while reducing manual effort in chasing outstanding balances.
2. Enhancement – Staff Dashboard Performance Enhancements
   We have optimized the performance of key sections on the Staff Dashboard to ensure faster load times and a smoother user experience. This includes improvements to areas such as Worked Time, Billable Hours, Top Timekeepers, and various performance metrics.
   
3. Bug – Dashboard Loading Issue Resolved
   An issue causing Staff, Client, and Financial Dashboards to remain stuck in a loading state and eventually display an error was reported by multiple firms. The problem was reproduced internally and confirmed to affect all three dashboards across different browsers. The issue was resolved subsequently, restoring normal dashboard access for all affected users.
   
4. Bug – Aged Invoice Report Categorization Issue Resolved
   An issue was identified where past due balances were incorrectly displayed under the “0–30 Days” column in the Aged Invoice Report, even for invoices that were over years old. This occurred because the report was referencing the system entry date instead of the actual invoice date. The logic has now been corrected, and balances are accurately categorized into the appropriate aging buckets based on invoice dates.
   
5. Bug – Custom Invoice Report – Numeric Field Formatting Fixes
   

   We’ve resolved multiple formatting issues in the Custom Invoice Report to ensure numeric values are displayed correctly across all formats (on-screen, PDF, and Excel). This includes:

   • Decimal Precision Fix: Custom fields with Number or Currency data types now retain and display their decimal values accurately, instead of being rounded or truncated.

   • Scientific Notation Fix: Previously, some numeric custom field values appeared in scientific notation. These values now display as plain numbers, as originally entered.

   These enhancements improve the readability and accuracy of financial and custom field data in invoice reporting.