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 the list. To make your search more precise, use special characters (phonetic search is only available for contacts).
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 "Modify Text Blocks".
Next, click the small plus button to add a new text block. Use the name "Signature" for this text block. If you're using more than one signature, it's advisable to create sub-blocks. Name the sub-blocks according to the signature's owners and copy paste the scanned signature. It's important to open the file that contains the scanned signature, select it and copy the selection.
Remember: You can use text blocks for other recurring texts at your firm, not just signatures.
The easiest way to change your password is to enter your current password, then press and hold the alt key and click "Log In".
You can also change your password in the area "Settings" under "Users". You will find other user-related parameters there as well.
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" menu.
In the next window, enter the new tax rate, its start date and a new code.
Save your changes by clicking OK and that's it.
Invoices with a creation date prior to the validity of the new tax rate will use the old rate. Invoices with a creation date after the validity of the new tax rate will use the new rate.
Please note that the date of the service is irrelevant. If you've provided services under the old tax rate, but invoice them in the new tax rate period, the invoice will use the new tax rate. If you wish to invoice services provided before the change under the old tax rate, you must create an interim invoice.
Delete CasesIf 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 longer delete a case with one click. If you wish to delete it, you must select all services in the case and either delete them or transfer them to another case.
Select the services and choose "Transfer To" from the action menu at the bottom right of the window. Now choose the case to which you wish to transfer the services.
Services with a white background can be deleted at any time.
Services with a blue background are from staff's personal time sheet. You can delete it in the dossier, but that only means that the service will change to non-billable. The service must also be deleted from the staff's time sheet.
If you've created invoices, you will need to delete those before deleting the case.
Drafts and documents will not be affected if you delete a case. They will only lose the relation to the case, but will remain visible in the dossier under "Drafts" or "Archive".
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 will not be positioned correctly. You should choose a screen resolution and apply it to every computer in your firm. You can also create specific letterheads for various screen resolutions.
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.
You can easily add a 4D date field in your template. You can select the format in the dialog box:
This option is not advisable if you're using templates in other languages. The database will only display the date in the language of your operating system.
You can use the feature "UTI_GetLetterDate", which lets you define the language in order to display the date in the template's language (the month is written out). Using one variable only will display the current date. The second optional variable can display a database field. For example, this lets you print the invoice's date in the desired language.
The command "GEN_INSERT" lets you add date and place. The first variable indicates which date to use: "letterdate" uses the date of the database record (e.g. the invoice), "currentdate" uses the current date. The second variable lets you add a language code, that is e.g. "de", "fr", "en", etc.
The following chart shows the different options and the results, using a template in its English-language version.
Select the account from which the transfer should be made, mark it as a ledger and make the modifications.
It is advisable to create a new liability account just for this. The transfer will be done with two or more bookings through this account.
Remember: "Entry" means and "Debit" and "Out" means "Credit"!
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.
All invoices are created in your local currency. However, you can create invoices in foreign currencies using a print template that convert the invoice amount in a foreign currency according to a specific rule. The amount is only converted for the printed invoice; in the database, the amount will remain in local currency. You can convert according to the following rules:
Local currency is GBP, invoice currency is USD.
Create an invoice template for USD, for example by duplicating the existing invoice template and renaming it.
You will also have to make changes to your new template. It contains several INV_INSERT commands, which are used to insert amounts in the invoice. These have to be complemented with the variable "Currency" and, if necessary, "Exchange rate". You will find more about commands in our chapter on templates. Every invoice that you will print using the "Invoice USD" template will be converted automatically and printed as an invoice with amounts in USD. The database entry remains in local currency.
If a client pays an invoice in a foreign currency to a bank account in local currency, there will likely be a difference in exchange rates
If the amount received in local currency is lower than the outstanding amount, you will have to write off the difference. In the invoice's bookkeeping area, select "Write-Off" and the account where the invoice was booked.
Please note that timeSensor LEGAL does not support statements for invoices in foreign currencies. You can print statements but will have to manually enter the amounts in foreign currencies.
You can set up and use a bank account in foreign currency (Business Edition and upward). The exchange rate will be saved in the accounting for each booking. You can modify the exchange rate by selecting the booking and clicking on the "info" icon. In the following example, you see a cross booking from an account in foreign currency (EUR) to an account in local currency (CHF).
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.
Go to "Special", "Accounting", then click on "Balance Summary" to open the following window:
You will see all the accounts of your chart of accounts, including their monthly balance. You can add columns to display the total of period, the monthly average, the budget or budget variance. Double click on a cell (e.g. income for March) to open the account details.
The accounting journal contains all the booking entered in timeSensor LEGAL, in chronological order. It offers several features to search and filter bookings, which may be of particular use for accountants.
