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.
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.
Thanks, but you can't do this at a bank account level, right? For example, if I wanted to only receive ACH payments through our Trust account?
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Alexis C. Wyckoff
D: 347.506.3930
M: 732.757.1371
awyckoff@weinsteinklein.com
www.weinsteinklein.com
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Under Client -> Settings, you can set the Allowed Payment Method for the Client Portal.
Please note that this option is only available to firms that process payments through TimeSolvPay