Training Videos
This page contains self-guided training videos for TimeSolv. Each video is short and focused on a specific area of the application, allowing you to quickly find the information relevant to your role or workflow. Use the sections below to access training for administration, timekeeping, billing, and client and matter management.
Administration Training
Learn how to set up and manage your TimeSolv account, including core administrative settings and configurations.
- Account Settings
- Client Settings 1: General Settings
- Client Settings 2: Invoice Settings
- Client Settings 3: Other Settings
- Dashboard Settings
- Document Settings
- Expense Settings
- Invoice Settings
- Manage Task/Activity Codes
- Payment Settings
- Time Settings: General Settings
- Global Billing Rates
- Edit Rates on Existing Time Entries
- To-Do Settings
- Manage Users and Permissions
- Manage Recurring Time and Expenses
Timekeeper Training
Learn how to create and manage time and expense entries in TimeSolv.
- Create a Time Entry
- Create an Expense Entry
- Search and Edit Time
- Search and Edit Expenses
- Time and Expense Reports
- TimeSync Desktop Tool
Billing Training
Learn how to create invoices, manage payments, and trust funds in TimeSolv.
- Create a Draft Invoice
- Finalize and Pay Invoices
- Create Statements
- Retainer Invoices
- Split Billing
- Payments and Allocations
- Trust Payments and Disbursements
- Trust Replenishments
- Consolidated Invoicing
Client & Matter Training
Learn how to create new clients and matters/projects.