Community Reports
[121.x] Evaluation of Address Relationships
Content This report shows the contacts connected via a selectable relationship. The basis of the report is the contact links made in the Master Sheet. The left side of the report displays the Main Contacts (e.g., group companies, holdings, etc.), and ...
[127.x] Invoice List
Content The report shows all invoices within a selectable period. It lists client, case, account manager, the gross amount of the invoice, all payments/credits, as well as the current due amount. Click "Run Script" to start the script contained in ...
[129.x] Overview of Client Funds (Third-Party Funds)
Content This report is designed to create a clear overview of client funds for a freely selectable period. The report evaluates transactions on defined accounts and shows, by client, which funds were moved during the selected period and what balance ...
[123.x] Audit Automatic Billing
Content The add-in B05 Automatic Invoice Creation offers the possibility in timeSensor LEGAL 365 to generate automatic invoices, for example monthly or annually. automatic invoices.With this report, you can check whether the created schedule was ...
[113.x] Working Time Control
Content This report shows a monthly view of login/logoff times, recorded presence times, work performed, and vacation times for a period and the selected employees. Login/Logoff Times: timeSensor LEGAL stores the employees' login and logoff data. The ...
[131.x] Overview of Deductions Made in Invoices
Content This report is designed to create an overview of the deductions made in invoices for a freely selectable period. First, the invoice deductions made in the selected period are searched in the database. These are then grouped by account ...
[128.x] Account Statement
Content The report shows an account statement for a selectable client with a chronological overview of all business transactions that have occurred for this client in the chosen time period. The report displays the individual business transactions on ...
[116.x] Year-End Accrual
Content This report provides the necessary accrual figures for the year-end closing: total work in progress, total receivables, and total unapplied on account payments. The report first asks for the target date for the year-end closing, usually ...
[102.x] Sales analysis by mandate
Contents This report is based on the invoices issued within the defined period. For the selected user or users, the invoiced sales per mandate are consolidated and the user's share is displayed in hours and as an amount. The average hourly rate ...