Usage
Rule-based income distribution and location accounting - a case study
General information This article shows how payments with the help ofrule-based yield distributionare correctly distributed among the partners involved and how different locations set up transparent billing. To show the mechanisms, we have built a ...
The three most common user errors when checking out and checking in documents
Overview AtCheck outa document in the designs of the database is copied to the user's workplace, where it changes and then byCheck inback to the database. In this process, user errors may cause the desired version not to be in the DMS. This article ...
How Can I Transfer a Case From One Client to Another?
You may wish to transfer a case from one dossier to another: because you entered the case in the wrong client's dossier or because you want to assign the case to another entity within a corporate group As long as you have not done any booking or ...
How can I send invoices by e-mail?
Conditions The e-mail interface needs to be set up first before you can send unprinted invoices by e-mail. There must also be an unprinted invoice, and the recipient must have provided an e-mail address. This article shows how it works. Settings for ...
How can I allocate a credit balance from an advance payment to another mandate?
One often issues advance invoices to clients for estimated costs, but what if the advance payment exceeds the actual cost of the services provided? Booking an advance payment Firstly, create an advance invoice as usual and then book it when the ...
How can I generate a list of work in progress by key date?
You can use timeSensor LEGAL to print out a list of services that have not yet been billed as of a specific key date. The process is as follows: Select the services In the "Finance" area, click on the "Clients" button to display the client list. In ...
How can I identify conflicts of interest?
How to avoid conflicts of interest Recognizing and avoiding conflicts of interest is one of the central obligations of the legal profession. timeSensor LEGAL supports you with a safety net with a double bottom, thanks to our two-stage examination of ...
How Can I Manage My Presence Time With timeSensor LEGAL?
timeSensor LEGAL is not a time stamp clock, but it can register when employees log in and out of the system. You can use this to monitor your staff's presence time and help with time recording in the time sheet. Setup Ask your staff to log in ...
How Can I Speed Up the Case Creation Process?
It takes time to manually set up a case due to the numerous parameters. To save time and improve consistency, it is advisable to use template cases and/or template clients. What Is a Template Case? A template case is a case with preset parameters to ...
How Can I Add a Spouse in timeSensor LEGAL?
You may add a couple in one single dossier or use separate - but linked - dossiers for each spouse. Use a Common Dossier for a Couple It is usually more practical to use a single dossier for a couple. In this case, chose the title "Mr and Ms". If the ...
How Can I Restore a 4D Write Draft?
Should you encounter a problem while saving a 4D Write draft, e.g. because of a crash or network problem, you may not be able to find the document in the draft folder. Hold down the ALT key and press the "Plus" button. timeSensor will search the ...
How to Copy Paste With timeSensor LEGAL
The copy and paste feature is well-known in text processing. You may not know it, but you can also use copy and paste in timeSensor LEGAL, with a few restrictions. "Copy" From Lists Lists in timeSensor LEGAL have a very useful feature: Right-click on ...
How Does timeSensor LEGAL Calculate Deadlines for Reminders?
In the receivables, in the list "Outstanding Invoices", timeSensor LEGAL marks invoices for which you should send a reminder with a grey point. This entry explains how timeSensor LEGAL calculates whether or not to display a grey point. The starting ...
What Do I Need to Do When an Employee Is Joining or Leaving my Law Office?
This FAQ entry describes what you should consider when employees are joining or leaving your law office. You need administrator rights in order to make the following changes. Employees Joining 1. Register the Employee's Data Go to contacts and ...
How Can I Make Sure That My Invoice Numbers Are Compliant With Regulations?
As long as an invoice is saved under "unprinted invoices" it will be considered a temporary draft. If you delete the invoice, its number will be released and reassigned to the next invoice. Therefore, you can always delete a draft invoice and ...
How Can I Update the Date on an Unprinted Invoice?
Whenever you create an invoice with timeSensor LEGAL, it will first show up in your list of "unprinted invoices". Even invoices that timeSensor LEGAL is set up to create automatically will first show up as "unprinted invoices". If you do not print ...
How Can I Delete Cases?
Delete Cases If no services have been entered into a case, you can delete it at any time by clicking on the small "minus" button at the bottom of the case list. As soon as you've entered services, the "minus" button will disappear and you can no ...
Why Is my Windows Letterhead Not Displayed Correctly?
On Windows, letterheads are saved as a single image tied to specific coordinates. These coordinates refer to standard screen resolution. If you modify your screen resolution in your Windows system preferences, e.g. from 125% to 150%, your letterhead ...
What is the Best Way to Add a Date in a Template?
There are several ways to add a date in your templates. This entry will show you three options and their differences. If you're not familiar with templates, we advise you to watch the tutorials first. Option 1: Add a Date Field You can easily add a ...
Transfers in timeSensor LEGAL
Transfers in Balance Accounts: Select the account from which the transfer should be made, mark it as a ledger and make the modifications. Follow these Steps to Temporarily Mark an Asset or Liability Account as Ledger: Go to the area "Special". Click ...
Does timeSensor Support Foreign Currencies?
In general, timeSensor LEGAL processes all data in your local currency, e.g. GBP if your firm is in the UK. With some restrictions, you may also use foreign currencies with timeSensor LEGAL. Print Invoices in Foreign Currencies All invoices are ...
How Can I Monitor my Accounts?
All bookings in timeSensor LEGAL made and managed through your ledgers. Anyone involved in accounting may also use the balance summary and the accounting journal to do additional research. Balance Summary Go to "Special", "Accounting", then click on ...
How Do I Export my TSL Accounting?
To export your accounting from timeSensor LEGAL, go to "Special", "Accounting", then select "Export". Select your export options in the "Export Transactions" window: The Period from menu lets you select the start date for your export. The Period ...
How Does the Statistics Feature Work?
To access the Statistics window, go to "Special" and click on "Statistics". This feature lets you analyze the data that's been entered into the timesheets. The basis of your statistics is always the recording of services. Analysis Modus At the top ...
How Can I Find Case Folders and Cases Related to a Contact?
The search window "Find Case Folder" in your personal area lets you find case folders based on several pieces of information: Search for cases Option 1: Search for a case number If the case number is added to the case name, set the search field ...
How Can I Provisionally Invoice Services With Partial Invoices?
In every case, you can create as many partial invoices for your client or third parties. Partial invoices will be deducted from the final invoice, just like retainer invoices. It is recommended to use partial invoices: when you do not know exactly ...
How Can I Use Partial Invoices to Invoice Services?
You can create as many partial invoices as you want during the lifetime of a case. Just like retainer invoices partial invoices will be deducted from the final invoice. Partial invoices are recommended, e.g.: when you don't know what the final ...
How Does timeSensor LEGAL Convert Minutes Into Decimal Values?
All time recording software, including timeSensor LEGAL, save time as decimal values. Conversion from and to hours and minutes format will lead to rounding problems. There are several ways to deal with this in timeSensor LEGAL. This FAQ entry will ...
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 ...
How Can I Use Special Characters in the Search Field?
The search feature will help you find records quickly. Start by choosing the database field which you want to search through. As soon as you start typing, the search feature will start filtering the results, quickly reducing the number of records on ...
How Can I Add a Digital Signature?
Adding your signature to timeSensor LEGAL is easy. Start by scanning it and saving the file on your desktop. Then, open any 4D template as a draft. In our example, we're using the letter template. Open the action menu at the bottom left and choose ...
How Can I Change my Password?
The easiest way to change your password is to enter your current password, then press and hold the alt key and click "Log In". [A10] You can also change your password in the area "Settings" under "Users". You will find other user-related parameters ...
How Can I Modify the Tax Rates?
This FAQ entry will show you how to modify tax rates in timeSensor LEGAL, should that become necessary. Go to "Special", then choose "Tax Rates" in the "Accounting" menu. Double-click the current tax rate and choose "Change Tax Rates" in the "Tools" ...
How Can I Select Services for Preliminary Cost Statements (Invoice Proposal)?
From time to time, you may want to print a preliminary statement of your services in a case. You can use the printer button in the case list (area "Finances") to do just that. If you only want to print a selected number of services, temporarily hide ...
How Can I Use a Dictation Software with 4D Write Templates?
In order to use a dictation software to dictate in 4D Write, you need to open a specific dictation window. Hit the keys SHIFT + CMD + "D" to open an empty window on top of your 4D Write window. Dictate your text in this window and transfer the text ...
Does timeSensor® LEGAL Support vCard?
timeSensor® LEGAL supports the import and export of contacts in the vCard format 2.1 and 3.0. Import vCards A vCard may contain one or several contacts. To import it, you can drag&drop it from your desktop (or another folder), or use the command ...
How Can I Import Contacts from Excel into timeSensor® LEGAL?
Follow these five steps to import contacts from Excel into timeSensor® LEGAL. Prepare your contacts in Excel and save them as a tab delimited text file (.txt). In timeSensor® LEGAL, go to "Contacts". In the "Tools" menu, select "Import", then ...
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 ...
What Format Should I Use to Archive Emails?
In General It may seem advantageous to save emails in the same native format as the one used by your email client (e.g. Apple Mail, Outlook, Thunderbird, etc.). This will create a file that can be opened by your email client. Unfortunately, there is ...
How Can I Organize Incoming Emails?
If you're using timeSensor LEGAL's email interface, you can feed emails directly into the system by sending them to the archiving inbox. The interface will recognize all emails which contain the case number and automatically assign them to the ...
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