How do I export the booking data from timeSensor LEGAL?
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General
timeSensor LEGAL allows you to export your booking data to a booking file. This booking file can then be read in and electronically processed by your accountant, financial advisor or trustee. This saves time and money, as the bookings do not have to be entered again. Since there are different accounting programmes, timeSensor LEGAL supports a variety of different formats when exporting. In Germany DATEV is very popular, in Switzerland ABACUS and Sage are often used.
If you have exported the bookings up to a certain date, timeSensor LEGAL closes the bookkeeping so that no changes can be made to the booking data up to this date. This prevents the bookings in timeSensor LEGAL and in the system of your accountant or financial advisor from differing. However, this protection can also be removed if changes need to be made at a later date.
Simplified export
To export your accounting from timeSensor® LEGAL, click on Accounting under Special. In the small menu you can then select Accounting interfaces.
In the Export Bookings window, select the export modalities:
- With Period from you can enter from when the entries are to be exported. To do this, simply click on the drop-down menus and select first the month and then the year from which the entries are to be exported.
- With Period to you can enter until when the entries are to be exported. To do this, simply click on the drop-down menus next to it and select first the month and then the year until which the entries are to be exported.
- With Format you can select for which software a booking file is to be exported. To do this, click on the drop-down menu next to it and select the desired format.
- Click on Export and select where the export file should be saved.
Once the export is complete, a new window appears informing you how many records have been exported.
Disclaimer: Like all software, accounting programmes are constantly evolving. It may happen that the export format implemented in timeSensor LEGAL no longer exactly matches the version of the accounting software used by the accounting firm. Please contact our support if you encounter difficulties with the data transfer.
After a successful export of the data, it is recommended that you close the accounting in timeSensor LEGAL for the exported period. This ensures that no further bookings can be made in this period. This ensures that timeSensor LEGAL and your accounting software remain in sync.
To do this, click on Accounting and then select Settings. In the following window you can then choose from when the accounting should be open. So if you have exported the accounting for the year 2019, you should open the accounting from January 2020.
Advanced export
If you want even more precise control over your export, or do not want to export exact monthly periods, click on the More options button. In the extended dialogue you can now define the period of the export exactly to the day. You can also decide whether you want to export only the new entries that have been added since the last export or all entries. The History section contains a small log to remind you of the last exports.
If you manage your debtors or your entire payment transactions in timeSensor LEGAL, the electronic transfer of the bookings to your accounting firm saves time and money!
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