How do I manually update the list of mandates?

How do I manually update the list of mandates?

Background

It can happen that field values displayed in the mandate list are not updated simultaneously with an action performed (e.g., deduction of a retainer). For this purpose, there is a function to manually update the list of mandates


Procedure

Press the key combination Alt/Option and the command key (CMD on Mac OS / CTRL on Windows) and click on the calculator icon while holding down the key combination.

A prompt will then appear. If you respond with OK, the list will be updated.


    • Related Articles

    • How do I find archived mandates?

      Archiving hides mandates and makes them invisible in the dossier. Would you still like to access an archived mandate, or even reactivate it? This post shows how to do it. Mandate folders The Find mandate folder dialog allows you to include archived ...
    • How can I speed up the creation of mandates?

      This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com. Due to the many setting options, creating a new mandate can take some time. To save time and to ensure that ...
    • How can I recalculate the display of advances and transitory items in the mandate list?

      This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com. Background In the mandate list you can display various columns which are calculated from linked data. For ...
    • How do I find mandate folders and the mandates associated with an address?

      The Find mandate folder... search dialog in the personal workspace allows you to quickly find the required mandate folder based on existing information: Option 1: Search by file number If the file number precedes the mandate name, set the menu of the ...
    • Mandates and sub-mandates in timeSensor LEGAL

      General In a client’s dossier, you can create an unlimited number of mandates. The mandates can be organized hierarchically as a mandate tree with any level of depth. Creating a Hierarchical Mandate Structure The following illustration shows a ...