Feature Requests

Submit your suggestions and upvote existing ideas.

All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.

Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.

Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.

1 Vote

Customizing payment methods

I need to add these categories of payment methods listed below. Please add.

Created 26 Feb 15:35 by Guest

Feature Request

0
1 Vote

Separate Fields for "Client" and "Matter on Various Screens

It would be great if a "Client" field was separate from the "Matter" field instead of merged all into one field called "Client Matter". Naturally both the "Client" and "Matter" fields would be a dropdown feature that would default to "-All-" in bo...

Created 26 Feb 09:29 by Guest

Feature Request

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1 Vote

"Payor" Field on "Payments & Credits" and "Trust" Screens

We are missing the payor field on the "Payments & Credits" and "Trust" screens. The "Payor" field is used to track what entity made a payment for an invoice or trust account. It also helps in making sure we follow the GAAP when it comes to col...

Created 26 Feb 09:07 by Guest

Feature Request

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1 Vote

Send Drafts and Send Invoices Feature

It would be great if when invoices are sent to be downloaded in a pdf or ledes file as individual files that that there is an option to generate the folders for saving the files at the client level as opposed to the matter level.

Created 26 Feb 08:33 by Guest

Feature Request

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1 Vote

Draft Invoices and Sent Invoices Screen GUI Update

It would be great to be able to see the breakdown of fees and costs on the Draft Invoices and Sent Invoices screen. This would be helpful in our export on the Sent Invoices screen and would be helpful on the Draft Invoices screen.

Created 26 Feb 08:30 by Guest

Feature Request

0
1 Vote

"Collections" Tab Addition

It would be great to include a "Collections" tab where we can track the electronic submission of an invoice at the invoice level and/or document collections information at a client, matter, or invoice level. It would be really great to be able to ...

Created 26 Feb 08:26 by Guest

Feature Request

0
1 Vote

Billed-To-Date Invoice Template Feature

We need a billed-to-date invoice feature where a summarized number is created in the summary area at the end of the invoice showing the amount billed-to-date on the invoice regardless of payment zeroing out the A/R.

Created 26 Feb 08:15 by Guest

Feature Request

0
1 Vote

Historical Invoice Capability

We will need the capability to create a historical invoice where it would have all the information of every generated invoice according to the date range we select or according to the invoices already created that we select to create one new histo...

Created 26 Feb 08:12 by Guest

Feature Request

0
1 Vote

Invoice PDF and Ledes File Name Options

It would be great if we had field options to select from in order to create a unique identifiable file name for our invoice PDF and Ledes. Of course if a field for short names was added, that would make the feature more likely to work in naming th...

Created 26 Feb 08:08 by Guest

Feature Request

0
1 Vote

Ledes Client ID Override

It would be great to have an override check box feature to override a Client ID for any special cost share matter where we need to change the Client ID for one single cost share matter.

Created 26 Feb 08:00 by Guest

Feature Request

0