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Choose whether you want to enter time in decimal (1.50) or hours:minutes (1:30) format.
Choose format that currency will be displayed in throught the application. Choices are $ (Dollars), £ (British Pounds), € (Euros), R (South African Rand) or ₱ (Peso).
Choose how you want dates to be displayed. Choices are mm/dd/yyyy or dd/mm/yyyy.
Choose how you want dates to be displayed on invoices. Choices are mm/dd/yyyy, dd/mm/yyyy, or mmm dd yyyy (i.e. JUN 21 2006).
There are two options: Manual and Automatic. When set to Manual you will need to manually type in a value into the Invoice Number box when creating an invoice. It is up to you to determine what that value will be. Manual is the recommended setting if you use a non-integer invoice numbering scheme. When set to Automatic an invoice number will be automatically inserted into the Invoice Number box on the invoicing form. This number will be an integer value (i.e. 1, 756, 20070014, etc.). The inserted number will always be the next sequential integer value.
Main title at top of invoice. Most often this will be INVOICE but sometimes a different value will be required.
Caption that appears to the left of the invoice number on the invoice. Most often this will be INVOICE NUMBER but sometimes a different value will be required.
Caption that appears to the left of the invoice date on the invoice. Most often this will be INVOICE DATE but sometimes a different value will be required.
Enter the text for the invoice terms caption i.e "PAYMENT TERMS".
Time59 refers to the built-in escrow account as the "Trust Account". Throughout the application you will see references to this. This setting allows you to provide a description other than "Trust Account" on client-facing Invoices and Statements.
Enter the default text for invoice terms. You will be able to change the default, if necessary, when creating an invoice.
Select Yes if you want to display a Due Date on invoices.
Select Yes if you want to display Terms (Net 30 Days, Payment Due On Receipt, etc.) on invoices.
This setting allows you to display the total amount of hours on an invoice. When this option is set to Yes, a Yes/No option will appear on the main invoicing screen which will give you the option to display a detail line on an invoice showing total hours for the invoice.
Select Yes if you want to display the Start/End Times for time records on invoices.
Select Yes if you want to display the UTBMS Task Codes for time records on invoices.
Select Yes if you want to display the UTBMS Expense Codes for time records on invoices.
Select Yes if you want to display the UTBMS Expense Codes for expense records on invoices.
Select Yes if you want to include discount amounts on invoices, or No if you will not have discount amounts on invoices. Yes also provides you with the choice to display a pre-discount total line. With the Discount option enabled you will be able to enter a discount description and discount amount when creating invoices.
Select Manual if you want to be able to specify a trust request description and amount when creating a new invoice. The information you type in will be displayed as a line item on the invoice.
Select Evergreen if you want a trust request to automatically appear on the invoice based on the Required Trust Amount and Replenish Trigger Amount you have set up for the client.
Select No if you do not want to include requests for additional trust funds on invoices.
Invoice Info Lines allows you to specify information that will appear on invoices immediately to the right of your company information. It is ideal for information like Tax and License numbers that need to be displayed on invoices in some jurisdictions.
This setting controls the format of the heading on the PDF invoice. You may choose the standard format or one that is compatible with a #10 Single Window Envelope. Additionally there are three formats that allow you print the invoice on letterhead.
The invoice detail format you select here will automatically appear on the invoicing form. You will, however, be able to choose a different format at the time of invoice creation.
The invoice sort option you select here will automatically appear on the invoicing form. You will, however, be able to choose a different sort option at the time of invoice creation.
The invoice footer format you select here will automatically appear on the invoicing and invoice re-print form. You will, however, be able to choose a different format at the time of invoice creation or re-printing.
Select Yes if you would like to have the invoice detail contained in boxes on the invoice. Select No if you do not want the boxes to appear.
The default column heading on an invoice for the project associated with a time or expense record is PROJECT. If you are using projects to represent timekeepers (a common scenario) you can make this value TIMEKEEPER.
The two options are Project Name or Timekeeper Name. Project Name is the recommended setting for this field.
This setting allows you to choose how many lines of flat rate charges you may enter for an invoice. Flat rate charges allow you to bill your clients for non-hourly goods and services.
The e-mail address you enter here will automatically appear as the CC (Carbon Copy) address on the invoice e-mailing form. You may wish to put your own e-mail address here so that you can receive a copy of every invoice your clients receive.
The invoice typeface you select here will automatically appear on the invoicing form. You will, however, be able to choose a different typeface at the time of invoice creation.
Allows you to specify a default value for the Invoice Message that appears in the header of the invoice.
Allows you to specify a default value for the Invoice Message that appears in the footer of the invoice.
Set this option to Yes if you want to use LEDES (Legal Electronic Data Exchange Standard) e-invoicing in Time59. A LEDES invoice is a data file containing formatted invoice data. Time59 allows you to create such a file and save it to your local computer. Setting this option to yes also enables UTBMS (Uniform Task-Based Management System) Codes which allow you to tag your Time and Expense entries with industry standard category codes. LEDES invoicing requires that time and expense entries be UTBMS coded.
Select No if you want clients who have been flagged as inactive to be excluded from the main client listing and any of the drop-down client lists. Select Yes if you want inactive clients to be included on these lists. Normally you will want this to be set to No. Occasionally you may need to review inactive clients or re-activate inactive clients. At this time you can temporarily set this item to Yes. Be aware that this setting will NOT remove any of your data from your account.
Select No if you want projects that have been flagged as inactive to be excluded from the main project list and any of the drop-down project lists. Select yes if you want inactive projects to be includedd in these lists.
Select No if you will never want to enter Start and End time for time records. Select Yes if you will need to enter Start and End times for time records.
When you enter a time record you must specify hours worked. This option allows you to additionally specify "break" hours on the time record. These hours will be subtracted from the hours worked and any invoices this time record appears on will be calculated on the net hours. Select Yes if you want the ability to enter break time on time records. Select No if you do NOT want the ability to enter break time.
Setting this option to Yes will display the No Charge checkbox on the Time Entry form. When this box is checked for a time record, the time record will appear on the invoice with "N/C" in the extended amount column and will have a $0.00 value towards the invoice total. This option is useful for explicity showing hours worked to a client that they were not charged for.
Setting this option to Yes will display the Fixed Amount field on the Time Entry form. You can enter a fixed dollar amount into this field which will override the normal Hours X Rate calculation for the time record.
Client Groups allow you to associate clients into logical groups. The Default Client Group setting allows you to specify one of your groups to replace "ALL CLIENTS" as the default selection in the drop down boxes for listings and reports. Click here to learn more about Client Groups.
Select Yes to enable this feature. When the Timekeeper feature is enabled you will be able to define Timekeeper codes and enter them into the time records you create. Timekeeper codes are used primarily for LEDES invoicing but they can be used to simply associate timekeepers with particular time records. Keep in mind that Timekeeper codes are not related to hourly billing rates. If you would like set up your firm's timekeepers with their corresponding billing rates, you should do that using Projects.
Set this option to Yes if you would like the ability to record additional information for time records that will NOT appear on invoices. With this feature enabled you will be able to enter information for a time record that will appear on the invoice and additional information for internal consumption only.
This option controls how client balances with be displayed in the sidebar located on the far right side of the Invoicing & A/R tab.
This option controls how time records with be displayed in the list on the Time tab.
This option controls what information will be displayed when you hover the mouse pointer over a date on the Calendar tab.
This option controls what date value will automatically be set when you are entering a new time or expense record.
On the Clients tab there is a drop down list that allows you to navigate quickly to a specific Client record. This option allows you to navigate by the first letter of the Client name or the first TWO letters of the client name. Searching on one letter is appropriate when an account contains a smaller number of clients. When the list grows, searching by the first 2 letters should work better.
Note: You may change these settings at any time even if you already have entered data into the system.
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