How can I influence the structure of my own file reference (our reference)?
The structure of your own file number often depends on local customs. Whether you prefer a permanent consecutive number or whether you append the year of the opening year and start counting from one each year: timeSensor LEGAL adapts to you .
In the Settings section, open the program parameters window by clicking Parameters . Then click on the Mandate opening tab. Here you will find the following settings:
- Numbering : Choose Permanently consecutive if your mandate numbering increases continuously, even beyond the turn of the year. Select Flexible if you want to start numbering again at 001 on January 1st.
- Opening year : Select here whether the opening year should be appended to the mandate number or not. The pipe (Alt + 7) always works as a separator.
- Mandate name : Select here whether the file number should be placed in front of the mandate name or not. Putting it first is recommended, especially in larger law firms.
- Format : Choose how many digits the mandate number should be formatted with. If you create fewer than 999 new mandates per year and start with 1 each year, then three digits are sufficient.
- Prefix : With this setting, you can prefix each mandate with a character.
If these rules are changed for existing mandates, you can have them automatically adjusted by clicking on the Change existing mandates button.
Are you not yet a customer? Arrange an online presentation now
Related Articles
How can I influence the structure of the archive number (for the mandate filing)?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com. For archiving physical mandate documents, timeSensor LEGAL can automatically suggest a filing number. The ...
How can I redirect the printout from timeSensor LEGAL to a PDF file?
General Occasionally it might be useful to redirect the output of a template from the printer to a PDF file. An obvious approach is to print to a PDF printer driver (under Windows) or with the "save as PDF" option (under macOS). This can be easily ...
How can I influence the totalization of the timesheets?
In timeSensor LEGAL you can centrally define certain timesheet settings for the entire law firm. To do this, click Special and then select Time Control . Then select the Settings menu and a new window will open. Here you can specify: which years ...
How Can I Create a Collective Invoice?
When a client has several cases, you may want to enter services in each case individually, but create a collective invoice. To do this, you will need an invoice file (billing file), which is a case used exclusively to invoice other cases (but which ...
How Can I Create, Use, and Import an External Time Sheet?
Create an External Time Sheet Open the time sheet. In the "Tools" menu, choose "Create External Time Sheet" to create an Excel file on your desktop to record your services. This is only possible if Microsoft Excel is installed on your computer. The ...