Issuing Refunds in TimeSolv
(A 3-minute read that is worth your while!) A client accidentally overpays or double pays an invoice. You receive a retainer and record it in your firm’s operating – or trust – account and there is a balance left over after the work is performed. How do you record a...
Measuring Success: Using the Dashboard in TimeSolv
As we approach the end of another calendar year, you may be in a position within your firm or organization where you have to provide reports to management that address this.