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.

Report that shows both client balance and the amount in their trust easily viewed on excel/pdf

If you go to the payments section, and click payments. When you look up a client, on the right you can see the note that is shown in the attached picture. If there was a report that could basically have all this information in an PDF or Excel sheet (it's similar to the AR report). That would help our organization massively for billing day.

  • Guest
  • Mar 29 2024
How often would you use this request?

Every month for billing. It would be so valuable.

  • Attach files