TimeSolv has had a feature for timekeepers to create their favorite list of clients and projects/matters called the Personal Project/Matter List for entering time and expenses. The ability to create Personal Project/Matter is enabled by the administrator under Firm Settings by checking Allow Personal Matter List, see screenshot below.
Allow Personal Matter List
Check the box in order to reduce the Number of Clients and Matters that appear in Time and Expense entry pulldown lists. Client and Matter names will be chosen from the latest Time and Expense entries. Uncheck the box to disable this feature and show all active Clients and Matters.
Once enabled, timekeepers can setup the personal projects/matters list by clicking on the link Setup Personal Project/Matter on time and expense entry screens.
The user interface for adding or removing projects/matters from the personal list has been improved to allow users to see all projects/matters on one screen. Now you will be able to select projects/matters by clicking on check boxes.
Benefit: Users will be able to more easily select/deselect favorite matters/projects for entering time and expenses. This feature will reduce time spent on entering time and expenses because the desired project/matter will be selected from a list of favorites.
· Improved Recurring Expense Entry
Recurring expense entry link will only be visible if an entry is entered as a recurring entry. Previously, if the recurring expense entry option was enabled, it showed recurrence option for all expense entries.
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