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.

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1 Vote

Add Client Contact Information to the A/R Report

We are trying to streamline our A/R procedures by being able to download an A/R or aged invoice report inclusive of the client contact information

Created 17 Aug 20:00

Feature Request
3 Vote

Allow default payment method

Different businesses accept different payments, checks are less used

Created 14 May 16:47

Feature Request
3 Vote

Download more than one page of invoices/drafts at a time

When a firm creates 200+ invoices a month, they have to download both drafts and sent invoices by selecting all results one page at a time. Can you please add a "Display All" option so that a firm could download several hundred invoices at a time?

Created 12 May 13:13

Feature Request
1 Vote

Import/Export trust settings for all matters

Need an efficient way to see the trust settings for all matters, and to be able to update in bulk. Specifically, which matters have auto pay enabled, which trust banks are in use, evergreen options, etc. This is not included in the Matters Export ...

Created 13 Aug 16:47

Feature Request
45 Vote

Enhance your software that controls your reporting features/capabilities. Report generation is clunky and very limited as far as sort options. The presentation of the reports makes them challenging to read.

More sorting options would allow me to customize reports, for instance, chronologically (so we see EVERYTHING in order by date instead of just by client, then in date order). The look of the report makes it more challenging to read. If the reports...

Created 14 Jul 19:00

Feature Request

Planned
1 Vote

Project Statement

Select the dates for project statement. Some of my clients have years of added to their invoice.

Created 06 Aug 12:06

Feature Request
1 Vote

Retainer line on page 1 of invoice

On page 1 of the invoice, it does not show how much retainer is being applied to the total owed under Total for Invoice or the amount of Retainer Replenishment being added which is confusing to clients. I have been manually adding these lines via ...

Created 04 Aug 14:31

Feature Request
3 Vote

Report for write offs and no charge

A single report to show all amounts written off of invoices, changed to No Charge to give totals per matter and Client over a date range to allow easier tracking of all amounts written off or reduced for clients

Created 02 Apr 20:57

Feature Request
1 Vote

Incorporating Collection Data into the CRM

Ideally, we would like the total transfer from trust data from TS to feed into each client's profile on the CRM. Currently, we run a receipt report in TS, consolidate matters, and filter by credit type - solely looking at transferred from trust. T...

Created 28 Jul 15:28

Bug
1 Vote

Split billing percentage report

There is currently no way to verify split fee billing percentages on ANY report. The only way to verify is to go into each main matter and look at the settings on the split billing tab. Please include this in a report or on an export.

Created 23 Jul 22:09

Bug