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 payment setting to automatically allocate matter credits to new invoices

When a matter has an operating credit balance, the payment needs to be manually allocated to new invoices that are created. This creates an unnecessary extra step in the billing process. Please add a payment setting to automatically allocate opera...

Created 19 Mar 19:34 by Liz Bustamante

Feature Request

0
1 Vote

Need to add "Classes" to time entries and sync to Quickbooks

Firm uses Classes on entries in Quickbooks, classes are not in Timesolv, would like them added and sync to QB to prevent entering all classes by hand after sync

Created 17 Mar 15:16 by Robert Hurst

Feature Request

1
2 Vote

Change file name when exporting single invoices in either PDF or LEDES

Invoices export with just the invoice number. This is pretty useless since that means nothing outside of TimeSolv. Firm would like to see client/matter name as part of the file name. Currently the file name can only be specified if choosing multip...

Created 11 Mar 16:47 by Liz Bustamante

Feature Request

0
2 Vote

Improve filters when creating drafts and statements

If a firm has hundreds of clients/matters it is really frustrating to search for a specific client or matter when generating a draft invoice or when creating a statement. It is also really frustrating to select a handful of matters/clients to incl...

Created 11 Mar 16:40 by Liz Bustamante

Feature Request

1
2 Vote

Add Plan Task back to Time Entries report when Exporting

The old report included the Plan Task which firm uses to sort, new report does not include this field

Created 10 Mar 20:45 by Robert Hurst

Feature Request

1
1 Vote

Add matter filter to the Ledger Entries report

Firm wants to see all invoices, payments (with payment date), credit memos and write offs in one report for specific matters. They are an insurance defense firm so they have hundreds of matters under the same client. The Ledger Entries report can ...

Created 11 Mar 16:43 by Liz Bustamante

Feature Request

0
2 Vote

Add billing rules feature

Firm would like the option to set up billing rules at the matter-level to prevent certain keywords from appearing on time entry descriptions

Created 25 Feb 22:12 by Liz Bustamante

Feature Request

0
29 Vote

Time Entry Page - Matter Number Look-up Request

We would like to request the ability for timekeepers to be able to look-up matters by the matter number directly on the Time Entry Page matter selection/search. Without this ability, our team is finding it challenging to confirm if they are billin...

Created 29 Jan 17:15 by Guest

Feature Request

5
1 Vote

Add Credit Card - Debit to Payment Method dropdown

Having an additional category for Credit Card - Debit in the payment dropdown would help in accurately estimating the total monthly processing fees that are going to be debited. Credit Card Debit payments are processed at a higher rate than ordina...

Created 06 Mar 19:22 by Guest

Feature Request

0
1 Vote

Allow Firm to make description field mandatory for time/expense entries

We have a number of attorneys who forget to put a description in for their time and it's not caught until the invoices are generated, at which point they've forgotten what they were doing.

Created 05 Mar 17:28 by Guest

Feature Request

0