Frequently Asked Questions

This page contains answers to common questions handled by our support staff.
Note that these are only the most common problems.

General Information on Timesolv Time & Billing Solutions Services

Timesolv Comprehensive Guide Why am I unable to establish a secure connection? Is my data secure? What if I forget my password? Who can use Timesolv? My data is not appearing correctly? Netscape How do I register for Timesolv? What are the Terms of Service? My data is not appearing correctly? I.E. I get a "You are either not logged in or your session has timed out" message immediately upon logging in. What should I do? How do I add Worksolv to my existing account? How Do I Terminate My Service with Timesolv Time & Billing Solutions?

Customizing Your Account

Our Account

Account Status

Can I check how much I have spent this month?

Client Contact Info

Can I change my Billing Plan? How do I setup Client Contact information?

Timesolv Time & Billing Solutions Monthly Billing

What is the Billing cycle? What if I join during the Billing Cycle? Can I change my Billing Plan? Your free trial period has expired! How do I add Worksolv to my existing account?

Firm Settings

How do I setup my Firm settings?

Timesolv Contact Info

How do I setup Timesolv contact information?

Setup

Activity (Timesolv Only)

Activity Code (Task Code) Overview and Setup Can I enter a fixed fee Time Entry? How do I setup Task-Based Billing?

Rate Name (Timesolv Only)

How do I set up Rate Names? How do I set up Project Specific Rates?

Role Name (Worksolv Only)

What is the importance of Roles?

Staff

How do I allow others to use the system? How do I set permissions? How do I enter a new staff member? How to Assign a Timekeeper to Multiple Projects at the Same Time How do I make a Timekeeper "inactive"?

Staff Rates and Budget Changes

How Do I Change Timekeeper Rates? How Do I Updated Rates on Unbilled Timecards? How Do I Change Staff Rates and Costs to Update Worksolv Budgets?

Terminology

How do I set up Terminology? What terminology is used in this Support Site? What terminology should I use?

Import/Export

How do I install and set-up the Timesync program? How do I correct Timesync Cards not uploading?

Timesolv Only

Billing & Payments

Timesolv Invoicing Steps How do I Include Multiple Projects in One Consolidated Invoice for a Client? How do I Enter and Allocate Payments? How do I Issue a Credit Back to the Client? How do I set up Flexible Billing Template? How Do I Configure Flexible Billing Template? How do I create a Bill? How do I postpone a Draft Bill? How Do I Calculate Interest on Unpaid Invoices or Late Payments? Why can't I edit my time and expenses? What is Automail? If I edit an invoice, will I lose my values? (Hold and Delete explained) What is the Cancellation Policy? How do I edit a Draft Bill? How do I Create a Consolidated Invoice? How do I discount an invoice? Retainer Bill Instruction How Do I Print Multiple Draft Invoices? How Do I Configure Automatic Interest Rate Calculations for Invoicing? Setting up LEDES 98B File Format for LawTrack How Do I Configure and Use the Case Status Module?

Tax Calculations

How do I Select the Tax Terminology? How do I Select Appropriate Time and Expense Tax Rates? How do I Select Taxable Activities? How do I Select Taxable Expenses? How do I Mark a Client as Taxable? How do I Generate Bills? How do I Run a Tax Report?

Clients & Projects

Clients

How do I add Clients? How do I add Projects?

Reports

What reports are available? How do I print a report? How Do I Create a Flexible Time or Expense Card Report?

Worksolv Only

Clients & Projects

What is the importance of Roles?

Project Management

How do I print my Worksolv view? How do I publish a Project Plan?

Project Manipulation

What do the up and down arrows do? How do I build my project? Why are triangles in front of the Items?

Project Participants

Where is project participant contact information? How do I assign project staff to an item?

Timesolv and Worksolv Integration

Billing

What is Fixed Fee billing? How do I Create a Consolidated Invoice?

Time

How do I correct Timesync Cards not uploading?

Performance

Suggestions to Improve Performance for Larger Firms

Online Client Access

What is Online Client Access? What is Timesolv Time & Billing Solutions Client Access?

WebBill

How do I set up my client to use WebBill?

Online Payments

How do I enable WebBill Online Payment Option? Why do I always have to accept my PayPal payments?

Automatic Data Export

How do I Setup the Automatic Data Export Feature?