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.

Client Report Suggestion!

Our paralegal needs a single report to pull that will reflect client payment history, payment billing history (balance due), and trust payments. The "Invoice Summary with Payment Allocation" Report includes the invoice (billed) time, the amount paid, and the amount owed- but there is nothing on this report that shows what the client has on retainer if they did not have a balance owed. These could all be different numbers depending on the case. If there was a single report reflecting this, that would be great.

  • Guest
  • Nov 3 2021
Feature Request
How often would you use this request?

We would always use this report. Our paralegals are constantly using these figures for financial statements. I could imagine this would be very helpful for other firms too.

×

Attachments Open full size

  • Attach files

Related suggestions