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.

2 Vote

If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Our responsible timekeepers like to be coped on all of the invoices going out the door. We can add them to the "additional emails" field to have them copied, but it would be better if we could just click a box that would copy whoever is set up in ...

Created 20 Apr 20:19 by Trevor Rank

Feature Request

0
1 Vote

Custom Merge Fields

The existing merge fields are not varied enough to make templating useful for the generation, of, e.g. demand letters. It would be very useful to have the ability to add a merge field

Created 05 Aug 14:53 by Guest

Feature Request

0
2 Vote

Add Onboarding to Client Portal

Add a client portal questionnaire that would easily input pertinent data into the system.

Created 16 Apr 20:32 by Guest

Feature Request

0
2 Vote

Field for Home Phone

When entering clients and contacts info, we need a field for home phone as well as mobile and office.

Created 16 Apr 15:33 by Guest

Feature Request

2 Already exists
2 Vote

Sorting Relating Parties in the Conflict Search

Currently, related parties in the conflict search are sorted by name with no option to sort by other fields. It would be helpful to sort by the other heading fields.

Created 15 Apr 19:01 by Trevor Rank

Feature Request

0
2 Vote

Time summary by professional in an invoice with multiple matters and professionals

Our clients would like to see more clearly who worked on their case and how much. It would be helpful to have a summary by professional at the end of the invoice not only for each matter.

Created 10 Apr 14:46 by Guest

Feature Request

0
2 Vote

Under Reports, add to Revenue and Commission Report, add column for billed hours

We want to be able to run reports on hours billed AND collected in a specific time frame. We use this for budget reporting and payroll purposes

Created 07 Apr 16:57 by Guest

Feature Request

1
2 Vote

Remittance Copy Only to Another Party

It would be nice to have the option to send only the remittance copy of a client's bill to another party. For instance, we have one person in an organization that gets the full invoice. It would be great to have the option to add a second person -...

Created 07 Apr 16:45 by Guest

Feature Request

0
2 Vote

Remove page from Invoice that announces receipt

When I attach receipt to an invoice, an Announcement Page automatically attaches to the invoice along with the actual receipt. It is unnecessary to be there as it is announced on the invoice itself and then the receipt is attached. Thanks!

Created 03 Apr 21:06 by Guest

Feature Request

3 Already exists
1 Vote

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.

I still generate paper bills, the less paper I use the better, I don't want to have to print 2 or 3 pages for every client. It would be much better if I could select to have statement pages included in my general flexible template settings, but on...

Created 29 Jul 15:50 by Guest

Feature Request

0

Feature Requests

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If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Custom Merge Fields

Add Onboarding to Client Portal

Field for Home Phone

Sorting Relating Parties in the Conflict Search

Time summary by professional in an invoice with multiple matters and professionals

Under Reports, add to Revenue and Commission Report, add column for billed hours

Remittance Copy Only to Another Party

Remove page from Invoice that announces receipt

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.

Filter by status

Filter by category

Identify yourself with your email address

If client's fail to make trust replenishment, we need to invoice them separately. There is no report to run showing the difference in their current trust balance and the trust replenishment threshold. So one must go in client by client to find this information

Custom Merge Fields

Add Onboarding to Client Portal

Field for Home Phone

Sorting Relating Parties in the Conflict Search

Time summary by professional in an invoice with multiple matters and professionals

Under Reports, add to Revenue and Commission Report, add column for billed hours

Remittance Copy Only to Another Party

Remove page from Invoice that announces receipt

In the flexible billing statements, I should be able to set a function that a statement page is generated only when the client has a past due amount.