Build 3406 - Maintenance
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.About this build
This maintenance build contains minor programme improvements and some bug fixes.
Monitoring of mandate budgets
With this update, we have further expanded the budget functions of timeSensor LEGAL so that you can monitor your mandate budgets even more effectively.
Budget Start date
Until now, the budget has always taken into account the totality of the services accrued on a mandate. But what if you have agreed an annual budget with the client? You can now enter an optional start date for your budget in the mandate settings. For example, if you enter 01.01.2021, the budget will only be checked from this date.
Extended mandate list
Both in the mandate list (Finances/Mandates) and when searching for mandate folders (Find mandate folder... in the personal workspace), seven new fields are available for you to show:
- Amount budget
- Amount budget used
- Amount budget remainder
- Amount budget Start date
- Amount budget
- Amount budget consumed
- Quantity budget Remainder
- Quantity budget Start date
- Traffic light
Of course, you can also search or sort by these fields. For example, you can search for all 'critical' mandates whose traffic light is yellow (for the traffic light field: 0=no budget, 1=green, 2=yellow, 3=red):
Stationery
It has always been possible to add one of the predefined letterheads to a 4D Write Pro template. But what if your law firm has different letterheads that are to be stored depending on the user?
The new timeSensor LEGAL version offers the option of storing "<automatic>" as a letterhead in the output options for this use case. When such a template is used, timeSensor LEGAL automatically tries to select the 'suitable' stationery for the logged-in user. To find this, the system searches for the user's abbreviation in the name of the stationery.
One or more abbreviations are added to the name of the stationery (separated by spaces). Assuming the registered user has the abbreviation MUS, the stationery with the name "Letterhead MUS EMS" would automatically be stored in the above example of the template, as this is the first stationery that contains the abbreviation MUS in its name. If, on the other hand, no suitable stationery is found, the first stationery is automatically selected (in our example, the stationery with the name "Letterhead Neutral").
Of course, you can still assign a fixed letterhead to your templates and change the letterhead again later via the Tools/Letterhead menu after the draft has been displayed.
Signature
It is now possible to store a 'signature', i.e. a scanned signature, in the user administration:
These can be accessed in the templates with the command PICT_INSERT("signature"):
You can automatically add your digital signature to your drafts and send them, for example, as a PDF document attached to an e-mail.
New expressions to use in your templates
Expressions pull current data from the database and insert it into your designs. As this increases the flexibility of the software, we are constantly developing the collection of available expressions.
| Ausdruck | Details |
| INV_INSERT("payment_data") | Returns all payments in the context of an invoice or mandate. |
| INV_INSERT("payment_data_XXX") | Returns all payments on the account with ID XXX in the context of an invoice or mandate. |
| INV_INSERT("principal") | Returns the address of the debtor of an invoice or a reminder. For an invoice the original address is always returned, for a reminder the current address is always returned. |
| INV_INSERT("principal_original") | Returns the address of the debtor of an invoice or a reminder. The original address is always returned. |
| PICT_INSERT("signature") | Returns the scanned signature of a user (as an image). |
Bug fixes and small improvements
Bug fixes and small improvements in various areas complete this maintenance update.
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