Feature Requests

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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.

Hello, I am looking for a report to show trust deposits with payment method included. This information is entered on the Payments--> Trust screen. However, I can't find a report that shows how the trust deposit was tendered (via credit card, ACH, etc).

It's required for accounting purposes, so we can determine how client deposits were paid.

Guest
May 1 2023
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Feature Request

How often would you use this request?

At least weekly.

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Guest commented

June 19, 2023 13:40

Providing this information in the CSV report is a good first step, however, it is time consuming to produce a CSV formatted report. The ultimate step would be to include this information in the report generated directly from TimeSolv and eliminate the need to export it in CSV format.

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Shoaib Mehmood commented

June 19, 2023 06:46

Payment Method and Reference fields are now included in the CSV version of the Trust Banking report.

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