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.

Current Trust Balance Listing Report

When reconciling the trust per T/S to accounting records it would be helpful to easily run a report of the current trust balances by client. Currently you have to use the trust report in excel and make modifications for a simple list. It is a pain.

  • Guest
  • May 15 2020
How often would you use this request?

Weekly.

How do you accomplish this currently?
  • Attach files