How can I influence the structure of the archive number (for the mandate filing)?

How can I influence the structure of the archive number (for the mandate filing)?

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For archiving physical mandate documents, timeSensor LEGAL can automatically suggest a filing number. The versatile settings that you can use as programme administrator ensure maximum flexibility.

In the Settings area, open the window with the programme parameters by clicking on Parameters. Then click on the tab Finance - Mandate Archiving. Here you will find the following settings:

Mandatsarchivierung


  • Number ranges: If you have different locations or archive rooms, you can set up a separate number range for each location or archive room. Each number range is given a name (for selection in the menu), a prefix (which precedes the storage number) and then the actual number. The numbering can increase in any number of steps.
  • Numbering: Select Permanent consecutive if your archive numbers increase continuously, even over the turn of the year. Select Flexible if you want to restart the numbering at 1 on 1 January. Select the sufficient number of digits for formatting. If you archive less than 1000 files per year, three digits are sufficient.
  • Archiving year: Select here whether the archiving year should be appended to the mandate number or not. The year can be added as a two- or four-digit number. Any character will work as a separator.
  • Concluding text: With the help of the formula editor, you can have any additional text appended to the archive number, such as the date of archiving or the abbreviation of the archiving person.
    • The options available here depend on the selected edition of timeSensor LEGAL.


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