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.

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
  • Shipped
How often would you use this request?

At least weekly.

  • Attach files
  • Guest commented
    19 Jun, 2023 01:40pm

    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.

  • Admin
    Shoaib Mehmood commented
    19 Jun, 2023 06:46am

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