TIMEKEEPER UPDATE
TIMEKEEPER FULL

While firm-wide abbreviations are set under Account>Settings>Abbreviations, individual Timekeepers can have a list of their own personal abbreviations. These are set under Account>Professionals/Staff/Timekeepers>Abbreviations. TimeSolv allows users to create abbreviations for frequently used sentences which can be used later on in the description of Time or Expense Entries. This amount is used when running a Profitability Report.

This is the firm's cost of the Timekeeper. Note: Ensure the Timekeeper has the 'Access to assigned matters' checkbox marked under their permission settings ( Account>Professionals/Staff/Timekeepers>Permissions) before trying to assign Matters on this screen.Ĭlick on Account>Professionals/Staff/Timekeepers>Hourly cost. Reports - with TimeSolv Reports, you get a precise analysis of your company’s activities using your own data. Payment - gives access to payments, external trust entries, and bank account features. Timekeepers need permission to access these features.

TIMEKEEPER UPDATE

Update Billable Type - on the Time Entry screen a billable type field allows users to define an entry as either billable, non-billable, or no-charge.Ĭan view and override rate - rates can be set up at client levels and matter levels. Firm admin can view the Dashboard of any non-admin user in that firm.Īccess to Assigned Matters Only - Timekeepers will only be able to view and access Matters that have been specifically assigned to them under Account>Professionals/Staff/Timekeepers>Matters. Admin users have more rights than non-admin users. The Dashboard is visible to both admin and non-admin users.

TIMEKEEPER FULL

You can protect your firms’ data privacy by limiting access for those users whom you do not want to grant full access to firm-wide settings and data.Ĭlick on Account>Professionals/Staff/Timekeepers>Permissions.Īdministrator - The user will have access to the entire system and can access timekeeper setups and the Firm’s account information.ĭashboard - a graphical representation of hours, amount, and billing rate for the whole year. This page is only available to Administrators to define accessibility for the user. Timekeeper contact details can bet set under Account>Professionals/Staff/Timekeepers>Contact You can store basic contact details under Timekeepers which can be used by administrators to access at any given time. This page is only available to Administrators to store Timekeepers' contact information. Type - a support user will have basic and limited access to the account.īypass approval/Manage Approvers/Approve for - will only be visible if approvals are enabled under Time>Settings>General>Enable Time Approvals by Professional. Status - inactive timekeeper will not be charged. Or to change the user's password, click on the ' Change Password' link on the top right of the screen. To set a password expiry process for all users within the firm visit Account>Settings. To create and edit timekeepers, click on Account>Professionals/Staff/Timekeepers The Timekeeper Profile section is used to enter basic information about the timekeeper.