Software support in the long run means ongoing maintenance and continuous development. That is why we constantly try to further develop our timeSensor LEGAL software. Our updates contain error fixes, adjustments to modified technical and legal frameworks, as well as new or better functionalities.
Update of the 4D database from version 18 to 18.1 LTS
The 4D database, which is the core of timeSensor LEGAL, is being continuously developed. The present build now uses version 18.1 of the database. In multi-user systems, the timeSensor Client is therefore updated when updating to this build. Thanks to various optimizations within the database, the size of the database can be reduced by up to 50% and the working speed can be increased. If you would like to benefit from this, we advise you to reorganize your database.
Over time, databases develop "gaps" (a so-called fragmentation) due to deleted records. This fragmentation has a negative effect on search speed, stability and space consumption. In addition, defective indexes can develop over time due to external disturbances. We therefore recommend having your database reorganized once a year. This service increases the performance and stability of your database. If you have a server maintenance contract, this work is free of charge.
Imputation of retainer invoices
The imputation of advance or partial invoices to invoices is now handled by the accounting system. In the case of an imputation, the imputed amount is first cancelled in accounting, as is any existing value-added tax. The liabilities account defined in your chart of accounts is used for this (e.g. 2020 advances from customers or 2440 transitory items). The cancellation is carried out by posting the gross amount in the debit of the revenue account and in the credit of the liability account. After the cancellation transaction, the credited amount is therefore available on the liability account.
Subsequently, the gross amount on the liabilities account is used to balance the invoice.
This detour via the accounting appears more complicated at first glance, but allows complex cases to be depicted:
- Various revenue accounts may have been posted in the retainer invoice - these are all correctly posted back again.
- Different tax rates may have been used in the retainer invoice - these are also posted back again at the original rate and, if necessary, are posted again at a new tax rate in the new invoice (if the VAT rate changes)
- Quota calculations and the module rule-based income distribution are no longer mutually exclusive
These improvements apply to the tax system known as "remuneration collected" (ACTUAL taxation), which is used by most law firms.
The user interface of computer programs needs updating from time to time. We have therefore made some discreet refreshes, as we naturally want to keep up with the times visually as well.
About 30 bug fixes and minor improvements complete this maintenance update.
Remo Gemperli 2. June 2020
Welcome to the timeSensor LEGAL Version 9.0
The development of the operating systems (Windows, macOS) and the 4D database sets the pace for the development of timeSensor LEGAL. After macOS Catalina has kept us busy in the last few months, we have now also completed the change from timeSensor LEGAL to the 4D database 18 LTS. This is the newest version of the 4D database and it brings many new features for the development and a better performance.
For this reason, we at timeSensor LEGAL are now making another version jump from 8.0 to 9.0. Before you install the update, please make sure that your server and workstations meet the system requirements. If necessary, arrange the update of the operating systems with your IT partner.
New "Quick Drop" zone in the Timesheet
The highlight of this update is a new "Quick Drop" zone in the Timesheet. This new feature makes it easier to quickly archive documents or emails into any case. The Quick Drop Zone in Timesheet complements the existing archiving options, such as drag & drop directly into the mandate folder, setting up an email interface or using a drop folder.
And this is how the archiving of documents and e-mails works via the new "Quick Drop" zone:
- Select the desired case, either by double-clicking on a case in the Timesheet or by selecting the desired case in the menu below "Current Case".
- If you use an archive tab in the selected case, select the desired archive tab.
- Drag one or more documents with the mouse to the "Quick Drop" zone, or drag one or more e-mails from Outlook or Apple Mail to the "Quick Drop" zone.
Note: if the timesheet is in the background, give the window some time to come to the foreground during the drop. The timesheet window must have the "focus", otherwise your drop will run into nothing.
After successful dropping, a green check mark is displayed for two seconds and the drop counter is increased by the number of processed documents. In the following example two documents were archived.
If you want to make sure that your documents have been archived correctly, or if you want to add an action, e.g. a reminder, to the archived documents, click once on the drop zone. This causes the case folder of the displayed case to open.
Improvement for 4D Write Pro
The Font Menu of 4D Write Pro now shows the fonts last used in the document, as well as the font styles of each font family as a submenu.
Improvement in drafts
In the drafts, documents can be exported via the action menu with the command "Save selection to desktop". The following options are available here by pressing additional keys:
- No additional key: saves 4D Write Pro documents in their native format as .4wp files
- Alt/Option: saves 4D Write Pro documents as .docx files
- Shift: asks for the destination for the export
Various bug fixes and small improvements complete this maintenance update.
16. March 2020
macOS notarization for Catalina
From this build on, timeSensor LEGAL is fully notarized under macOS and therefore compatible with macOS 10.15 Catalina. The notarization is a safety precaution by Apple, which means that software manufacturers must have their software checked and approved by Apple. In addition to timeSensor LEGAL, the database and each PlugIn had to be individually notarized by the respective manufacturer. This process took some time and is now complete.
About 15 bug fixes and small improvements complete this maintenance update.
28. January 2020
Welcome to the timeSensor LEGAL Version 8.0
The new version is based on the 4D v17R6 database. Before installing the update, please make sure that your server and workstations meet the system requirements. If necessary, arrange the update of the operating systems with your IT partner.
Switch to 64bit completed
With version 7.0 we had changed the Windows server to 64bit in 2018. With version 8.0 of timeSensor we now complete the switch. All variants (single user, multi-user, Windows, macOS) are now completely converted to 64bit. The software is now ready for the future; 64bit is already mandatory on the new Catalina operating system of macOS.
With 64bit more memory can be addressed than with 32bit. This gives the software more memory for a large cache. Provided your server or computer has enough memory, the 4D database can work faster with more memory, which benefits you as a user.
Note for administrators of macOS servers:
Since the new version can now use the whole address space of the macOS server with 64bit, we recommend to adjust the database cache. This way more data can be kept in the cache and the working speed is improved. To do this, go to the 4D Server's File menu and select "User Data Settings" under "Database Properties". Set the maximum size of the cache to half the available memory. After you have made the setting, you must restart the database server once. If you have any questions or need help in adjusting the cache on your macOS server, please contact our hotline.
4D Write Pro
The 4D Write word processing software previously built into timeSensor could no longer be saved to the 64bit world. 4D has therefore developed a completely new word processing software called 4D Write Pro, which is largely compatible with the previous version. All existing templates and documents are automatically converted to the new format when the new version is started. According to our tests, the conversion was very reliable. Either way, you should go through your templates after the update and make sure that the 4D Write documents have been successfully converted to the new format.
These are the highlights of the new version:
- New, more modern design
- Easier use of 4D Write expressions in templates
- Simple conversion of 4D Write documents to .docx
Additional features, such as tables, are planned for future versions of 4D Write Pro.
Drag & Drop with eMails
timeSensor supports the direct drag & drop of eMails from Outlook or Apple Mail into timeSensor. This functionality is very complex and requires the interaction of the operating system, mail client and the timeSensor application.
Drag & Drop with eMails in macOS
Under macOS, you can drag eMails directly from Outlook or Apple Mail into the timeSensor archive. Now timeSensor converts the e-mails directly into PDF format after the drag, but also saves the original eMail file in the background. If you double-click on an eMail imported in this way in the archive, the PDF document opens. If you hold down the Option/Alt key, the original eMail file opens.
Drag & Drop with eMails in Windows
Under Windows, click the new button "Outlook Drop Zone" in the case folder (or dossier) and drag eMails directly from Outlook to the drop zone. The Drop Zone closes automatically after processing. Here too, the eMail is converted into PDF format, but the original eMail file is also retained in the background. If you double-click on an eMail imported in this way in the archive, the PDF document opens. If you hold down the Option/Alt key, the original eMail file opens.
Inbox (mail windows)
For law firms that use the eMail interface, we have completely redesigned the inbox. The assignment of eMails to contacts or customers now takes place in the same window, which speeds up the workflow considerably. The presentation is more informative and the processing is faster and more flexible. Here, too, the following applies: eMails which are picked up by the interface are converted into PDF on the one hand, but on the other hand remain in their original format. If you double click on an eMail imported in this way in the archive, the PDF document opens. If you hold down the Option/Alt key at the same time, the original eMail file opens.
If you organize your documents with archive registers, the question arose in the past in which archive area newly received eMails should be stored. Until now, timeSensor has not assigned the eMail to an archive area and the new eMails appeared at the top of the archive. Now it is possible to define an archive in which the eMails should be stored by default. The automatic selection of an archive area can be activated by entering a keyword. Enter the keyword in the Schemes Editor, i.e. where you manage the archive areas.
For law firms that have set up a drop folder, we have created a separate tab in the inbox called "Drop Folder". This tab logs all files imported via the drop folder. A double click on a document leads directly to the case folder, from where the newly imported document can be further processed or given a deadline.
5. SDI Mode
With this version, the transition from MDI mode to SDI mode takes place under Windows. This means that the unloved "application window", i.e. the grey background, disappears and every window becomes the main window. Therefore each window is assigned its own menu bar. This makes "look & feel" under Windows a little more similar to that under macOS.
23. December 2019
The following improvements have been made and are implemented with build 2258.
The address categories in the master data sheet have become more flexible. Previously, a category was only available for a specific address type. Categories for different address types can now be made available. Create the desired category for the address type of your choice and use the selection area to use the category for other address types:
Individual hourly rates
Until now, hourly rates were always mapped using price lists, which in turn were assigned to the desired mandates. This is still the recommended working method. Nevertheless, timeSensor LEGAL now also offers the option of setting individual hourly rates per employee for exceptional cases.
To do this, select the "Individual prices" option in the mandate settings in the small menu to the right of the price lists. Then click on the "Define..." button to enter an hourly rate per person.
Please note that this new option offers even more flexibility, but also requires more maintenance. If you hire new employees, you must maintain the individual prices in each case. Of course, this is not necessary when using price lists.
Copy 'Our reference'
When using the e-mail interface, it is advantageous to list your own file number in the subject or in the text. Thus the email can be assigned by the interface to the correct mandate.
Therefore the new version offers the possibility to copy the file number by right-click. This functions on the one hand in the mandate list and on the other hand in the mandate folder with a right click on the title:
For invoice templates, it is now possible to use the expression INV_INSERT("lines_otherwise_billed";"services") to call up a list of "otherwise billed" services.
Due to great demand, two new expressions were introduced in timeSensor Legal. The expressions are:
The first printout displays all unbilled services at one time ("Work in progress"), the second printout displays all unpaid invoices at one time.
Two templates with the expressions were created for this purpose, which can be downloaded, unzipped and inserted into the address management templates via drag and drop:
About 30 bug fixes and small improvements complete this maintenance update.
16. July 2019
This is a maintenance update with several small improvements.
Support 14. March 2019
New 4D database version
This build delivers a maintenance update of the 4D database from version 16.3 to 16.4. The database update includes several bug fixes and improves stability and speed.
The timeSensor calendar also allows you to display deadlines. Previously, completed deadlines were also displayed. As of this build, for clarity's sake, only open deadlines are displayed.
When creating invoices, timeSensor LEGAL now automatically checks whether the charged hourly rates correspond to the mandate price list. If deviations occur, an appropriate warning is displayed. This avoids customer complaints resulting from incorrectly recorded or charged hourly rates.
A new button in the "Open invoices" list allows you to immediately book one or more invoices that are paid on the same day. Simply select the corresponding invoices and click on the "Quick settlement" button.
timeSensor LEGAL will display the sum of the selected invoices. Now you can enter the corresponding payment and settle all these invoices immediately.
And as always...
Various minor improvements and bug fixes.
Claudia Costa 5. October 2018
Improvements in regard to data protection
The classic login window of timeSensor LEGAL is not optimal in terms of data protection, since it displays all users, groups and entities. This may not be a problem for a small law practice in the protected environment of a local network, but it can be an issue if you move the database to the cloud or if your database is accessible via Wi-Fi.
Accordingly, from this version onwards, you can choose between more convenience and more security in the "Special" menu item of the "Admin" menu, in the "Security" tab of the "System" section. We recommend that you further improve your login dialogue protection by using Level 3 or Level 4.
Improvements in Word templates with macros
In the past, older Word versions sometimes crashed when more than 250 fields were exported to a mail merge. For this reason, timeSensor LEGAL only exports a limited number of relationships by default.
Newer versions of Word are more robust and can handle more than 250 fields. Accordingly, there is now an option to remove this limitation and use all the relationships that you have created in timeSensor LEGAL for your templates. You will find the new setting in the "Special" menu item of the "Admin" menu, in the "General" tab of the "System" section.
Dossier colour options
The dossier background colours (pink for women, blue for men and grey for companies) has not been well received by all users. If you prefer to use a neutral colour for your address dossiers, you can choose to display all dossiers in a discreet standard grey with the new "Dossier background" setting.
Linking templates and additional content
When using templates, it may be useful to have easy access to information relating to the current template. From this build onwards, you can store a URL for a template, which will be opened automatically when the template is used. This allows templates to be linked with internal or external content.
And as always...
Some minor improvements and bug fixes.
Claudia Costa 27. August 2018
Improvements made to accommodate the provisions of the GDPR:
The General Terms and Conditions (GTC) have been updated to include data protection information: Before you use the new update, you will have to accept the new GTC. Please review Section 11, which contains new information on data protection. You can also download the new GTC here.
In the past, passwords were archived in the database in an encrypted format. To meet the improved data protection regulations, only encrypted hash codes will be stored henceforth (in lieu of the actual passwords). Hence, if the user forgets a password, it cannot be reinstated in the future. Instead, the administrator will have to assign a new password.
Subsequently, the initial password generated by the administrator must be changed by the user. This is mandatory and ensures that the administrator does not know our users’ passwords.
Updated conflict check:
Our new conflict check is definitely the highlight of this update.
It now occurs in two phases:
- Upstream conflict check (new!)
- Downstream conflict check (existing solution)
Thanks to the new upstream conflict check, you will now be able to see conflicts even prior to or during the data entry process.
Accessing the upstream conflict check:
You can access the dialog for the upstream conflict check at any time by having the system display the client list to you and by choosing “Advance check” in menu “Tools” and “Search for” “Conflicts of interest.”
This process is even simpler if you perform it while you are entering a new file. If you are entering a new client or a new counter party, timeSensor LEGAL will suggest the performance of a conflict check at the bottom of the screen after you have entered the name.
Click on the “Conflict check” button and the respective dialog will open. The name is entered directly. Use the “Tolerance” slider to expand your search, which will result in the display of additional names that sound similar to the original name.
Improvements in the files
As you already know, it is possible to set the timesheet services that appear in the file to "non-billable" or to "bill otherwise." As a result, they are hidden by default and not billed. To do this, “delete” the respective services in the file context (i.e. click the small minus button). Next, you will see the following query:
In the past, to reverse such an entry, you had to go to the respective timesheet to reset the service to “billable.” The new version of timeSensor LEGAL offers a more convenient approach:
- Display the “non-billable” or “bill otherwise” services by clicking the header in the last column ("x").
- Select the “non-billable” or “bill otherwise” services
- Again, click on the small minus button and confirm the dialog that appears as a result
Hence, you can now switch the status of services at your convenience without having to go into the file.
Improved client management:
Search for clients and co-clients: A new option is available in the "Find client folders” menu. You can now search for “Client and co-client.” This search simultaneously captures both, clients and the data batches affiliated with the former as co-clients. As a result, you will be able to find the client folders you need more expeditiously.
Moving multiple clients from one file to another file: In the current version, you already had the option to move individual clients from one file to another by using the drag & drop tool. The new version now allows you to move an entire selection of clients from one file to another file in a single transaction.
To enable users to do this, the command “Move clients” has been inserted under “Update” in the “Tools” menu. Choose the desired target file in this window (to do this, access the selector window and drag the client into the “Target assignment” field using the drag & drop tool.
In this window, you also have two additional options:
- The "Sort by docket numbers" option tries to allocate assignments to the existing assignments of the target assignment based on their docket numbers. If you do not check anything in this checkbox, the assignments are inserted on the top of the client list.
- Once the operation is complete, checkbox “Show log” will display a summary and, if applicable will let you know about any problems that arose.
Handling of services on internal mandates
It is now possible to offer services on internal mandates
- to transfer to other mandates
- export and delete
To do this, the services must be selected in the dossier and the corresponding command must be selected in the action menu at the bottom right. The new functions can be used to correct incorrect postings, but also to prevent too many services from reaching the internal mandates and the response times of the system becoming too long. It is recommended that services on internal mandates be regularly exported and deleted.
As is well known, you can directly append the quantity (e.g. number of minutes) to a service code during service entry in the timesheet. It is now also possible to add a time period, whereby timeSensor LEGAL then directly calculates the corresponding time. The various options that you can add to the service code are listed below.
Example with the service code "h" for "fee-based service":
- h45 -> generates an entry of 45 minutes duration
- h1:20 -> generates an entry of one hour and twenty minutes duration
- h10:30-12:20 -> generates an entry of one hour and fifty minutes duration (new!)
New data backup options
The previous data backup settings have been updated. To ensure compatibility with Windows server systems, it is no longer possible to display and output drives in this screen. Please use a separate program to back up your data.
It is now possible to automatically terminate or restart the server once the data backup is complete. For security reasons, this option will only be executed between the hours of 11.30 pm and 5.00 am:
4D Write Template improvements
As you know, timeSensor LEGAL enables users to generate a report of the VAT postings in a reporting period. To date, the system provided the ACC_INSERT ("vat_report") and ACC_INSERT ("input_vat_report") print-out options. However, both of these print-outs contained every single transaction posted, which resulted in the generation of long lists in some cases.
Hence, as new print-outs, users can now generate the ACC_INSERT ("vat_report_by_account") and ACC_INSERT ("input_vat_report_by_account") print-outs. These reports consolidate the posted transactions based on accounts, which makes the summary shorter.
And as always...
Small details were improved and we implemented bug fixes.
Claudia Costa 21. August 2018
Improvements in mandate folders
In larger law firms, mandates are often handled by entire teams. With timeSensor LEGAL, you can now determine who is responsible for the mandate whenever you like, in the mandate folder. The new "Team" tab displays a clear overview of the employees with key responsibilities (mandate team leader, executor and acquirer) and all employees associated with the mandate. Various features in the mandate folder allow you to start a chat with a team member, call someone or write an e-mail.
Using the Calculator feature (Germany)
If you have a mandate folder open and want a quick way to calculate costs or interest, simply go to the "Calculator" sub-menu of the Tools menu and then select "RVG Calculator" or "Interest Calculator." (RVG = German legal fee regulations)
Improvements in mandate management
Search for related mandates
The "Search for related mandates" feature could not previously be used for client addresses, as the mandates included in the dossier were not included in the search. Client mandates are now also included and the search results are therefore more complete.
Automatic revenue distribution (module)
We have extended the "Automatic revenue distribution" module. Automatic revenue distribution ensures that revenue is distributed among partners and other staff according to certain rules, so that everyone receives the share to which they are entitled. To make this possible, the various payments are booked to the corresponding revenue accounts. The following improvements have been made:
- The "In Favour" menu now also contains the other staff groups. This allows a benefit to be dependent on whether a person is a member of a specific group (e.g. Partners).
- A keyword can be stored for each credit item that is displayed when it is booked (e.g. "Partner share"). This makes it easier to identify bookings in accounting.
- The calculation can be based on either the total fees charged or just individual personal fees.
- You can now restrict the validity of a rule. For example, acquisition shares could only be owed for two years.
- The distribution of income is not applied to retainer invoices. Now, however, retainer invoices are allocated as follows:
- The amount in the general revenue account is reversed.
- The reversed amount is re-distributed according to the rules for revenue distribution.
Comparison of RVG and hourly fee (Germany)
Occasionally, you might like to make a quick comparison between time-based fees and RVG fees. The new version of timeSensor LEGAL allows you to do this with ease and little effort. Here’s how it works:
- - Enter the time-based fee as usual in the timesheet; these services are shown with a blue background in the dossier.
- Enter the RVG services below; these are shown with a white background.
To perform the desired comparison, create a template in the "Mandates" list of the "Finances" section. You can use the appropriate INV_INSERT expressions to output both the hourly fees and the RVG fees, either separately or in total.
To make things easier for you, we have created a sample template. Please proceed as follows to add the sample template to your templates (you will need appropriate access rights):
- Click here to download the sample template.
- Unzip the file (if it was not already unzipped automatically during the download process).
- In the "Finance" section, open the "Mandates" list and click on the printer icon to display the template window.
- Drag the file "Hourly fee vs RVG.tst" and drop it in the templates window.
- The sample template can now be used.
Hourly statistics and flat-rate fees
Hourly services that have accumulated in a dossier cannot always be billed. There are two possible scenarios:
- Services cannot be invoiced and must be written off, for example because a staff member has not worked efficiently enough and the service cannot be charged to the client.
- Hourly fees are compensated in another manner, e.g. as part of a lump sum fee or by invoicing via RVG.
The two cases differ in that in the first case real "non-billable" hours arise that should also appear in the employee's statistics, whereas in the second case, the hours cannot really be regarded as "non-billable", since they have been billed elsewhere.
Previously, it was not possible to distinguish between these two scenarios in timeSensor LEGAL, but that is no longer the case. When services are deleted in a dossier, the following query now appears:
If you choose the option "Services billed elsewhere" for the second scenario described above, the services in the timesheet remain as normal, billable hours, whereas the amount of the services is set to zero, thus ensuring that the employee's hourly statistics are correct. In the employee's timesheet, "Services billed elsewhere" are marked with a special red check mark.
Adjustments in the RVG tariff (Germany)
The "limit" for RVG items 5101, 5103, 5107 and 5109 has been raised from EUR 40.00 to EUR 60.00 (see http://www.burhoff.de/veroeff/aufsatz/VRR_2015_8.htm)
And as always...
Some minor improvements and bug fixes.
Claudia Costa 27. August 2018
Over the last few months, we have been working mainly on the conversion of the database from v15 to v16, in order to ensure compatibility with macOS High Sierra, and so that the Windows 64-bit Server could be delivered. These developments have now been largely completed, so that we were once again able to compile a package of interesting improvements for you in this build.
Different-coloured check marks in timesheets
Services recorded in a timesheet that had already been transferred to a dossier were previously shown with a red check mark. It was previously not possible to determine whether the services in question had already been invoiced, or whether they were only available for invoicing in the dossier. Several different colours of check marks are now displayed:
- A grey check mark means that the service has been transferred to the dossier but has not yet been invoiced.
- A red check mark means that the service has been transferred to the dossier and has already been invoiced.
The advantage is that you can now see at a glance in a timesheet whether services have been invoiced or not.
Different-coloured check marks in dossiers
In dossiers, it was previously not possible to determine whether invoices had been printed or not, or whether they had already been paid. An appropriate icon now appears to the right of the invoice:
- No icon means that the invoice has not yet been printed (RG 73-00)
- A grey check mark means that the invoice is still open (RG 39-00)
- If a reminder needs to be issued for an invoice, the usual reminder status icons are shown.
- A red check mark means that the invoice has been paid in full (RG 12-00)
The advantage is that you can now see at a glance in a dossier whether the invoice has been printed, and whether it has been paid.
Improvements in the Document Archive
New context menu for attachments
New options are now available when right-clicking on an attachment to a document:
- Send selected attachments by e-mail: ¥ the e-mail client is started and the selected attachment is added to the e-mail.
N.B.: If there are several recipients, pressing the Alt (Option) keywill ensure that a separate e-mail is created for each recipient.Otherwise, a single e-mail will be created for all the selected recipients.
- Send as a ticket: das Dokument wird per Ticket an einen Mitarbeiter versandt. Dies ist ideal, um einem Mitarbeiter direkt eine Aufgabe zu delegieren.
- New follow-up: a new follow-up is created for the document. The follow-up will then be shown in the "Deadlines / Follow-ups" window. This ensures that no tasks are forgotten.
- Save selection to desktop: the document and/or the attachment is/are exported to your desktop.
- Copy selection to drafts: the attachment is copied to Drafts and can be edited there.
Search by ID
The search menu now allows you to search using the unique ID of a document. You will find the ID in the title of the "Info" window of the document. The new search type is particularly useful when creating a ticket or follow-up for a document. The information on the document is stored in the ticket or in the follow-up. If the recipient of the ticket or the follow-up now clicks on the "Open data record" button, the mandate folder is opened and a search for the stored ID is carried out immediately. The advantage is that you always see the relevant document in the mandate folder.
Conversion to PDF when archiving e-mails by drag & drop (Test version)
Previously, if you used drag & drop to move e-mails to the document archive, they were saved in their original format: i.e. an .eml file was saved under macOS and an .msg file under Windows. However, it may be useful to you if timeSensor LEGAL converts the e-mails to PDFs and archives them in the new format. PDFs are preferable for long-term archiving, and can also be found with the full text search. In this version, we have implemented a check box in the archiving dialogue which triggers the conversion.
N.B.: due to the highly-complex process of converting different e-mail formats, this function was only implemented as a test version in order to gain experience. Depending on the results of the tests, we will either fully implement or remove the new feature at a later date. When converting documents to PDF format, please check whether the result is satisfactory. We welcome feedback on the new feature, and with regard to e-mails for which the conversion was unsuccessful.
Improvements in the Document Center
In the Document Center, documents can now be searched with no time restrictions. If you would like to do this, select "All" in the menu, as shown below:
Improvements in Deadlines / Follow-ups
New "Extend deadline" feature
The new "Extend deadline" function has been added to the functions "Duplicate deadline" and "Postpone deadline":
- Duplicate deadline: creates any number of repetitions of recurring deadlines (e.g. a deadline that recurs every month).
- Postpone deadline: the deadline is moved to a specific date or by a number of days/weeks/months/years.
- Extend deadline (new): the original deadline is shown with a "completed" check mark and remains unchanged. A new deadline is created as a duplicate in the future.
The advantage of using "Extend deadline" is that the original deadline and all extensions thereof are now fully documented.
Jumping to distant dates
In the Deadline window, it is now possible to jump directly to distant dates with the aid of additional keys. Click on the right arrow or left arrow while holding down the following additional keys:
Alt (Option) + click on right arrow = +1 year
Alt (Option) + click on left arrow = -1 year
Alt (Option) + click on right arrow = +10 years
Alt (Option) + click on left arrow = -10 years
And as always...
Some minor improvements and bug fixes.
Claudia Costa 27. August 2018
64-bit Windows Server (multi-user systems)
timeSensor LEGAL 7.0 now uses the 64-bit 4D Server v16.3 under Windows. The main advantage of the 64-bit database is improved performance, due to the ability to address more RAM memory. By using appropriately scaled hardware, several hundred users can be served simultaneously. Although macOS continues to lead the way in terms of stability and economy for law firms with up to 20 workstations, we recommend that firms with more workstations run the 4D Server under Windows. Further information can be found in the white paper "Recommended server configurations" in the Download section.
Certification for macOS 10.13 High Sierra
The 16.3 database is now certified for macOS High Sierra, so timeSensor LEGAL 7.0 can be used without restrictions with High Sierra. The current certification matrix can be found here.
SHA512 support for Starface telephone systems
Starface changed the encryption of passwords from version 22.214.171.124 onwards. timeSensor LEGAL now supports hashing with SHA512 and the telephony interface is now compatible with the latest version of Starface. N.B.: If you are still using an older version of Starface, you should also update your Starface system when updating to this version of timeSensor LEGAL. The new version of timeSensor LEGAL version no longer supports Starface versions older than 126.96.36.199.
Check your data backup!
When updating the database to v16, you need to check whether your backup is being performed correctly (We recommend that you do this at least once a month in any case, but please check again as part of the update). Ensure that the database backup is performed as described in FAQ article B28.
Various bug fixes and minor improvements
The new version includes several minor bug fixes and improvements.
Claudia Costa 27. August 2018
Automatic payment posting ISR (Switzerland)
The Swiss banking system is converting more and more processes to ISO 20022. This also affects Swiss law firms that work with ISR. In the future, the well-known ". v11" text format will be replaced by CAMT. 054, an XML based file format. Starting with this build of timeSensor LEGAL, the software also supports the posting of CAMT054 files. The handling of the software does not change; the old and new file formats are automatically recognized and the payments transmitted in the files are recorded as usual.
Automatic adjustment to new VAT rates (Switzerland)
This build includes the automatic adjustment to the new Swiss VAT rates as of 1.1.2018. If you are a Swiss law firm and therefore affected by the VAT reduction, please read article A9. in our FAQ carefully.
Attribute changes for multiple documents in the document archive
In the document archive, it is now possible to change certain attributes for several documents at the same time. Previously, the attribute had to be set individually for each document. To use the new function, the documents must be displayed in list form. Then select several documents and click on the blue info button. Select the attribute you want to change from the menu. In the dialog box that appears, set the attribute as required and all selected documents will adopt the attribute.
Automatically terminating or restarting the 4D Server
In the case of multi-user versions, the system can be reset so that the 4D database either terminates or exits and restarts after the nightly data backup has been executed. This can be useful for systems with limited memory, since restarting the database will clear the cache and make more memory available again. Contact the hotline if you would like advice on this matter.
Improved Terminal Server scenario support
When using a terminal server, it could happen that the system returned the MAC address of the host system (instead of the virtual network adapter). To prevent different machines from using the same MAC address, tSL extends the MAC address internally with the machine name. This prevents errors when checking out and checking in documents on terminal servers.
Various bug fixes
Support 8. December 2017
For internal mandates, the menu "Archive schedule lines" is now also available.
For large databases, different optimization techniques are used on the server to better manage the available memory. In addition, in multi-user mode, it is now possible to automatically quit and restart the database server after the data backup, which releases the cache memory. This is interesting for systems where a strong fragmentation of the memory is detected.
Various bug fixes
Support 8. December 2017
In the "Mandate folder" window, the sidebar folding mechanism has been removed for better window handling. Now timeSensor LEGAL remembers the last used size of the client folder, so that you don't have to resize the window every time.
Administration of users and groups
The user editor in the "Preferences" area now has a search field, which makes it easier to find the desired user accounts in large law firms.
Document size in the document archive
The maximum document size that you can set in the document archive has been limited to 50 MB per document. If you want to import a larger document, an error message is displayed.
Please note that the document size has not yet been checked. Until now, it could happen that an oversized document could not be transferred correctly to the server, for example because there was not enough memory. In such a case, a data record was created, but the document itself could not be transferred to the server. The new limits solve this problem.
Totalizing work in progress as of the key date
If, looking back on a key date, you want to know which services were not invoiced on that date, you can use the new command CASE_INSERT_QR ("historic_billable_total"). This command can be built into a QuickReport and works together with the date filters in the mandate list. In the example shown, all services are filtered according to the service date entered (that is, all services between January 1,2013 and December 31,2016). The new command then returns the total of these services. Should services be invoiced after 31.12.2016, they are still included in the total. This makes the new command useful for yearly accruals. Under the following link you will find a complete QuickReport, which you can import into your templates if necessary: OP List historical. 4qr
Further optimizations and bug fixes complete this update.
Support 8. December 2017
Monitoring Presence Time With timeSensor LEGAL
The most important feature in this update is our expanded time sheet. Your employees now have the possibility to manage their presence time. The sidebar on the time sheet can be used as a timer to monitor work hours efficiently. You will find a description of this feature in our FAQ A35.
Create Cases From Templates
Our new case template feature allows you to reproduce entire case structure with one click in timeSensor LEGAL. You will find more about this feature in our FAQ A34.
Organize Deadlines and Reminders by Category
Categories are a useful way to manage a large number of deadlines and reminders. Start by creating categories for your deadlines. Go to "Settings", "Core Data", then select "Deadline Categories", and create as many categories as necessary, e.g. "Consulting", "Criminal Law", "Tort Law", etc.
You can now assign deadlines and reminders to these categories, using the new "Category" menu in the deadline window. By default, deadlines have no category.
You will also see the new filter in the overview window. You can now sort your deadlines by category, for better overview.
Postpone Deadlines and Reminders
The deadlines and reminders window now has a feature to postpone deadlines and reminders. Select the entries and choose "Postpone deadlines" in the action menu (you can also do this with a right click).
Colour Code for Archived Documents
Archived documents can now be marked using our colour code feature. This may help you find important documents faster. You can select the colour in the document's "Information" window:
This will assign a colour to the document. You can then search for documents using colours in the "Search" menu. Colours are saved as numbers in the database. The numbers correspond to the colour sequence in the list:
- 0 = no colour
- 1 = red
- 2 = orange
- 3 = yellow
Improvements in accounting
Every time you add an entry in your accounting and assign it to a case, timeSensor LEGAL will suggest to transfer it to the dossier so that it can be invoiced. In the following example, we have entered an expense in the amount of 720.00 for a "Flight Paris-Berlin". The expense can be transferred directly to the dossier and processed for invoicing.
To create a visible distinction, entries that have been transferred to the dossier are displayed in green in the accounting and in the dossier. You will know immediately if an entry has been invoiced.
- The INV_INSERT ("relatedNNN";...) command has been complemented with the syntax INV_INSERT ("relatedNNN.client" ; ...). The value ".client" works as a fallback value. It will instruct the program to fetch data from the related contact. If there is no related contact, the program will use data from the client.
- The unread "red" ticket sound warning will be repeated every five minutes.
- It is now possible to create Outlook emails with attachment under Windows.
- Service entries in the timesheet could already be generated by adding minutes after the abbreviation (e.g. h35 for 35-minute fees). You may now also use a regular time indication, such as e.g. h2:35 for 2-hour 35-minute fees). This will make converting long hours into minutes unnecessary.
Support 16. January 2017
Search for Content (Full Text Search) for Single User Version
Until now, our "search for content" in the documents archive feature was only available for multi-user versions. Our single user (macOS) can now also enjoy the same feature. It is based on Spotlight and works only on macOS.
Delete Invoices and Drafts
As long as an invoice has not yet been printed, it can easily be deleted. The invoice number will be used for the next invoice. With this version, all created drafts of the invoice will be deleted automatically along with the invoice itself. Until now, such drafts had to be deleted manually - a process which was readily omitted.
New INV_INSERT Command for Credits
If you add a credit to an invoice, timeSensor LEGAL will remember the number and the date of the invoice which was credited. You can add this information to your credit model with a new command. You may choose among the following three commands:
INV_INSERT ("cn_source_invoice";"number") -> displays the credited invoice's number, e.g. 2320-00
INV_INSERT("cn_source_invoice";"date") -> displays the credited invoice's date, e.g. 20.03.2016
INV_INSERT("cn_source_invoice";"longdate") -> same as above, but the month is written out, e.g. 20 March 2016
New Feature "Duplicate Case"
You may sometimes need to duplicate a case with all its settings. We have added a feature in the context menu in the case list of the dossier. Right click the case that you wish to duplicate, chose "Duplicate case" and give the new case a name. The new case is added immediately with all the settings of the original case.
Redesign "Account for Receivables" (Germany)
The "Account for receivables" used in Germany has been completely reworked. We added some new features and fixed several bugs. In addition, the print template used to list the receivables was redesigned.
You can download the new template here: forderungsaufstellung-1-0-tst
Simply drag the file "Forderungsaufstellung 1.0.tst" and drop it in your template folder.
New Setting "Automatic Deduction of Advance and Partial Invoices"
Users' opinions differ as to whether or not advance and partial invoices should be deducted automatically from the final invoice. In older versions of timeSensor LEGAL, advance and partial invoices were automatically deducted. By popular demand, we have changed that in the new version. However, some users may still want to use the setting.
From now on, each firm can adjust this setting individually. Go to "Settings", "Parameters", "Finances", then click on the tab "Receivables". You may choose between:
- Never (advance and partial invoices are never automatically deducted)
- After payment (advance and partial invoices are automatically deducted if they have been paid)
- Always (advance and partial invoices are always automatically deducted)
Hint: This new setting is not available if the accounting method is set to "accural". In this case, advance and partial invoices are always automatically deducted.
Small Improvements and Bug Fixes
As usual, we have improved some details and corrected some errors with this new release.
Support 30. November 2016
Automatic Pricing for New Services
Until now, when adding a new service (area "Settings", under "Core data", "Services"), you had to price it individually in each price list. This is no longer necessary. timeSensor LEGAL can now automatically apply prices from an existing list. Upon saving the new service, you may choose which price list to apply in the dialog box.
Support for Windows 10's "scaling" feature has been improved. Weitere Infos hierzu finden Sie auf unserem FAQ.
Small Improvements and Bug Fixes
As usual, we have improved some details and corrected some errors with this new release.
Support 30. November 2016
New Settings for Custom Fields
The custom fields (tab "Additions" in the dossier or case settings) now contain two new field settings: "Unique value" only lets you enter a value that does not already exist in the database. The setting "Protected field" prevent accidental changes. A field with this setting will remain blocked, unless you click on it while holding the SHIFT key.
Budget Dot Has Been Improved
The "budget dot" now displays the remaining budget. Just move the cursor over the budget dot to reveal this information. In the dossier, double-click on the budget dot to display the same information.
Transfer of Services From the Time Sheet Is More Reliable
Until now, the transfer of services from the time sheet to the dossier was only possible as long as no user was logged in. The restriction has been removed with this build.
"Drag & Drop" Feature for Emails Is More Intelligent
When you drag and drop emails in the dossier, timeSensor will automatically detect if the emails were sent or received. timeSensor will compare the sender's address with all of your firms registered addresses. Make sure that all email addresses used by your team are saved in your contacts under "Staff".
Services Added With a "Plan" Now With Variables
In the case settings, you can use a plan to automatically invoice the case. You may also invoice predefined services, such as a lump sum. You can now add variables to the text of such predefined services. These will be automatically replaced during invoicing. The following variables can be used:
- <month> adds the current month (e.g. June)
- <month year> adds the current month and year (e.g. June 2016)
- <previous month> adds the previous month (e.g. May)
- <previous month year> adds the previous month and year (e.g. May 2016)
Chat window is easier to access
The popular chat window was until now only accessible through the ticket manager window or the read-only record notification. The chat window can now be accessed by clicking on the personal workspace while holding the "Alt" key.
New Setting for Starface Interface
Starface is now available in the cloud. This update contains an adjustment to the cloud option and a new general setting. You will find more information regarding the Starface interface here.
As usual, we have also corrected some errors with this update.
Support 30. November 2016
Update 4D Database to 15.2
We are happy to deliver the new 4D database with this build. It is a maintenance update which contains several bug fixes. You will find more information regarding the new database here.
Thanks to our new update system, which comes included in the software since timeSensor LEGAL 6.0, the database client on all workstations will be updated automatically. Open timeSensor LEGAL on a workstation that still runs an old version of the client and the update dialog box will pop up. Just click on "Update" to start the update process. The new version will be downloaded automatically and installed on your workstation. Once this is done, the client will open, as usual.
Note to Windows users: The automatic update system will only work if the database client is saved in the folder "Documents" belonging to the logged in user. If your client is located in your program folder ("Program Files (x86)", please proceed as follows:
- Quit timeSensor LEGAL
- Move the folder with your database client in your "Documents" folder
Note to Mac users: The automatic update system will only work if you have write permission on the folder where the database client is located.
New Organizing Tools in the Case List
Larger firms find it particularly useful to filter and display services for specific periods or staff members. It is now easier to filter services in the case list. At the bottom of the case list (area "Finances", button "Cases"), a click on the arrow will reveal advanced filter settings.
Further, the "Tool" menu, under "Records", contains additional filtering tools. Just like in the contact list, you will find the following commands:
- Show All
You can now tailor the case list exactly to your needs.
Budget for Fee-Based Cases Now Covers Subcases
Do you invoice your services on an hourly basis (fee-based case) but use subcases to enter your services? In that case, monitoring the budget was only possible after the services from subcases had been transferred to the fee-based case. In order to avoid going over budget, timeSensor LEGAL now includes subcases when monitoring the budget. You no longer have to transfer services from subcases for this feature to work.
Further Improvements and Bug Fixes
This upgrade contains another 20 further improvements and bug fixes.
Support 1. December 2016
20.04.2016 Linked Contacts Are Now Automatically Updated
Whenever you modify any of the fields "Complement", "Street 1", Street 2", "Zip", "City" and "State" in the "Master Sheet" of a dossier, timeSensor LEGAL will verify if linked contacts in the database contain the same information. Should this be the case, timeSensor LEGAL will display the following dialog box:
- The button "Show" will display all the contacts found for your verification
- The button "Yes" will automatically update all linked contacts
20.04.2016 Find "Sleeping Clients"
This new feature will let you search for clients for whom you have not entered any service in a given period.
- Open the clients' address list
- In the menu "Tool", go to "Check for" and select "Find sleeping clients"
- In the upcoming dialog box, select the number of months to determine when a client should be considered "sleeping"
20.04.2016 The feature "Recalculate Prices" Has Been Improved
The feature "Recalculate Prices" in the dossier now lets you add taxes. Simply check the box "VAT" and enter the new hourly rate. Please note that this recalculation may cause minor rounding mistakes. You may easily correct this in the invoice record with the feature "Surcharges/Deductions".
20.04.2016 Transfer Services to Invoicing Cases
You can transfer services from subcases to primary cases ("invoicing cases" or "fee cases"). Upon transfer, the previous case will be shown in the field "Details" of the transferred service. It is therefore possible to show the "Details" column and find out in which case the service was entered, even it has already been transferred to the invoicing case.
20.04.2016 Automatic Choice of Cost Bearers (Payer)
If you have indicated a cost bearer (payer) for a client, timeSensor LEGAL will automatically suggest the payer as "recipient" when you create an invoice. It is, of course, always possible to select another recipient from the list of linked contacts.
20.04.2016 Integrate URLs in the Template Library
It may be useful to supplement your own template library with URLs to online template library. This may be useful if templates are often updated and you need to make sure that you are always using the most recent version. When you click on this kind of template in the template window, you will be directed to the URL in your web browser. This is how you integrate URLs in your template library:
- Open the page you wish to access in your web browser
- Drag the URL to your desktop (or save it as a URL file). The URL file has the extension ".webloc" (Mac) or ".url" (Windows)
- Drag the URL in your template window.
20.04.2016 New Commands for Advanced Reporting
- A new set of INV_INSERT expressions with the extension "history" will show the services linked to a case, even if services have been transferred to an invoicing case. The new expressions are: "lines_all_history", "services_all_history","hours_all_history".
- A new set of INV_INSERT expressions with the extension "billed" will only select invoiced services. These expressions may be combined with the new "history" extension. The new expressions are: "lines_billed", "lines_billed_history", "hours_billed", "hours_billed_history", "services_billed", "services_billed_history".
05.02.2016 Miscellaneous Improvements and Bugs Fixes
- The export filter for the accounting software "Crésus" has been updated
- When arranging partial and lump sum invoices, the sequence is now correctly displayed
- Several bug fixes in the RVG module (Germany)
- The last modified date will remain unchanged if you open a draft (external file, e.g. Word) and subsequently discard changes
- We have developed a tool to migrate data from the legal software "Advolux"
- Licence numbers are no longer entered on the server. All licence numbers, including the main licence number, will have to be entered on the workstation. We are introducing this change for compatibility with new 64bit 4D server.
- The feature, introduced with build 1554 and which lets you automatically save Word templates with Macros, will no longer use a timer upon login. Even in slower networks, you can now create templates without issues.
- It is now possible to set documents to "URL" in the template window
- Upon archiving a case, timeSensor LEGAL will now suggest to delete any remaining (future) deadlines, appointments or reminders.
- The feature "Claim Account" has been completely reworked (Germany)
Support 5. January 2017
05.02.2016 Several Adjustments for Windows 10
- Improved display of GUI elements under Windows 10
05.02.2016 Several Improvements and Bug Fixes
- Allowed length for document names for Drag & Drop from desktop to tSL increased from 80 to 210 characters.
- Possibility to customize labels for contact types has been reintroduced, under Parameters, tab "Contacts".
- Fixed a bug when drafting an email directly from the case folder under Windows, if a document is selected.
- "Cloud Drive" icon is now properly controlled. Fixed bug when creating and deleting documents from the Cloud Drive.
Support 6. January 2017
29.01.2016 Automatically Save Word Templates With Macro
Working with Word templates which fetch data from the database with a macro is now even easier. In previous versions, the macro would create a .docx document but would not save it automatically in the database. From this version on, you will see a dialog box right after running the macro. This dialog box will allow you to save the document directly in the drafts. It will appear in the drafts as "checked out" (red line). Once you are done creating the Word document, you only have to check it in with a double-click.
In order to you use this new feature, you need to update the macro in your Word templates. The entry "B23." of our FAQ will show you how to do that.
Please note that if you hit and hold down the alt-/option key when opening a Word template, the new document will not be automatically saved in the database (as in the previous version).
29.01.2016 GUI Improvements for Windows Users
Some adjustments in the user interface were necessary following the release of Windows 10. Several graphic objects are now properly displayed under Windows.
29.01.2016 Improvements for Users of Accounting Features
In order to increase user comfort, we have improved some accounting features.
Support 6. January 2017
16.12.2015 Bug Fixes
- Fixed bugs in areas "Credit Notes" and "Accounting"
- Fixed bug when delivering tickets
- Content of password fields will again be displayed if you click in the field
- Fixed bug caused by the automatic detection of standard email clients under Mac OSX that would sometimes produce an error message
- It is now again possible to automatically "zip" a folder when using drag & drop into the archive folder
- Minor GUI corrections
16.12.2015 Support for Outlook 2016 under Mac OSX
Direct drag & drop of emails now working under Outlook 2016. An adjustment to Mac OSX's "sandboxing" was necessary.
16.12.2015 Improved Templates
The expression CASE_INSERT("client";"info_boolean1-6") would only show "true" or "false", depending on whether or not the supplementary boolean field was checked. The expression now takes the field configuration into account and will display a more comprehensible text.
Support 6. January 2017
10.12.2015 Improved Templates
The expression INV_INSERT ("hours_nogroup_@") will show the total of hours, with the exception of service groups listed under "nogroup". Example: INV_INSERT ("hours_nogroup_1200_1500") will show the total of hours for all groups of services, with the exception of the service groups 1200 and 1500.
04.01.2016 Improved Invoices
Several users can now create invoices at the same time, without interfering with each other. The software will automatically avoid possible conflicts with the chosen invoice numbers.
04.01.2016 Improved Deadlines
The field "Subject" in the dialog box for deadlines now has two lines and will entirely display even long case names.
04.01.2016 "Watch List" for the Document Centre
Every user can now create his own "watch list" for cases in the document centre, which is available in our Business Edition and upwards. timeSensor LEGAL will display every newly archived document as unread for all the cases in the "watch list".
This new feature complements the fields "Account Manager", "Business Source", "Executing", and "Related Contact", with the possibility to only monitor selected cases.
06.01.2016 Take Over Default Invoice Settings From Any Template Case
Until now, you could only add one template case to the parameters, from which to import invoice settings into newly created cases.
You can now create as many template cases as you wish. When creating a new case, you will be able to choose from which template case you want to import the settings.
By default, upon creating a new case, the software will suggest to import the invoice settings from the last case created. This is because it is likely that all cases from one client will be billed with the same conditions. It is now also possible to choose to import the invoice settings from any other template case. You may use any case as a template case. To do so, just add the case to the list of template cases, as shown in the above screenshot.
However, we do recommend that you add the desired template cases in the dossier of the law firm, in order to facilitate maintenance.
08.01.2016 Arrange Invoices Into Quotas
When you create an invoice in the dossier, you will now see a dialog box - just like for advance and partial invoices. This dialog box will help you review all specified settings for the new invoice one more time, and modify them if necessary. The button "Quotas" allows you to split the invoice to several recipients:
- Click on the button "Quotas" in order to split the invoice into several quotas
- Choose how many quotas you want to create
- For each split invoice, you may select the share, the recipient and other parameters
- One invoice is created for each recipient, under deduction of the shares of the other recipients
- This new feature will, in most cases, replace the creation of partial invoices
- The new feature may also only be applied to selected services (invoice for a selection)
Support 6. January 2017
06.12.2015 New Checkbox in Deadline Window
At the bottom of the window "Deadlines and Reminders", you may check the box and hide all completed deadlines.
06.12.2015 Support for Outlook 2016 under Mac OSX
Drafting an email with attachment now works with Outlook 2016 under Mac OS X.
06.12.2015 New Fields in the Output Form for Invoices
We have supplemented the output form for invoices with the fields "Account Manager, "Executing", and "Business Source. You can now search for invoices within these fields and display the corresponding columns. The information will be copied in the invoice entry upon creation of the invoice and cannot be subsequently modified (even if, for example, the account manager was to change afterwards).
06.12.2015 New INV_INSERT expressions
The new expressions INV_INSERT("services";"groupsummary") and INV_INSERT("services_all";"groupsummary") will show a list of all groups of services in a specific invoice or a case with corresponding revenue:
08.12.2015 Transparent MDI interface now under Windows
Windows users can now also take advantage of a transparent window interface (also called multiple document interface), just like Mac users have been used to. It is now possible to mask the program window under Windows. This will show the underlying desktop. It makes interactions with other software easier, such as drag & drop from the desktop.
Under Mac, the program windows disappear completely under the menu bar. Under Windows, the frame will remain visible. If you want to achieve the same look & feel as under Mac OS X, you should maximize the window.
You can turn the transparency feature on and off by clicking on the small window icon at the top right of the function bar and selecting the desired option. Each user can set this parameter individually.
Support 6. January 2017
timeSensor LEGAL 6.0 is now based on the 4D database V15. The new version of the database insures compatibility with all current operating systems and certifies timeSensor LEGAL for use under Mac OS X 10.10 (Yosemite), 10.11 (El Capitan), Windows 8.1 and Windows 10. You will find more information regarding the compatibility with operating systems and the current system requirements here: Certification matrix 4D v. 15.1.
With timeSensor LEGAL 6.0, it is now easy to stay up to date. Until today, updates would be available once or twice a year and would require manual work on both server and workstations. timeSensor LEGAL 6.0 now informs the program administrator with a ticket, as soon as an update is available. The update process can then be started with the click of a mouse. The database server is shut down, the update is installed and the database server is automatically restarted. Once this is done, you may log in as usual, use all the new features and take advantage of the latest bug fixes. If the version of the 4D database changes, the update will automatically install the newest version of the client on all workstations. This saves time and costs!
The new client software will automatically remember the server and save you from having to select it every time you start the software. A simple double click will bring you directly to timeSensor LEGAL. Once installed, the client software will be automatically updated, even if the database version changes. In short: the new client software is easy, maintenance-free and time saving.
Your Personal Document Centre
From the Business edition upward, all editions of timeSensor LEGAL offer a document centre in your personal work area. This window will display all archived documents at the firm. Search for names or content, copy documents into other cases, transfer documents with a right click or set up notifications for every document that staff adds to your cases. You will not miss anything and will always be informed.
Compatibility With Word 365 and Word 2016
Microsoft made a few changes to the plug-in architecture and macros. timeSensor LEGAL 6.0 comes with a new macro which ensures compatibility between timeSensor LEGAL and the newest versions of Word. Thanks to this, you can let timeSensor LEGAL automatically produce and fill in your templates. Plus, you will remain compatible with the newest versions of Word.
And much more...
This timeSensor LEGAL update 6.0 contains over one hundred improvements and bug fixes.
Support 6. January 2017
20151024 Major overhaul to comply with upcoming 4D v15 database
Support 20. November 2015
20150926 On MacOSX we now automatically detect the installed default email client (Mail or Outlook) and use the corresponding Apple Script
20150926 Added filter in AddPayment dialog to allow the entry of amounts with fractions
20150924 Services are now ordered by date before transfering to a consolidate case
20150924 Added INV_INSERT("legal_doc1") and INV_INSERT("legal_doc2") to return the payor's tax information
20150922 Implemented Apple Script for Outlook:Mac to be able to send emails with attachments
20150922 AddPayment Dialog date column better handling of empty or incomplete dates
20150911 General Review of Claim Account feature
20150913 Added security confirm for deleting a ledger line (unless power user)
20150913 When invoicing a case, the 'hidden' lines will no longer be invoiced
20150916 Fixed a multi-user bug, where it was possible to one user invoice a Timesheet service line, whilst the other user could modify and overwrite the changes.
20150909 StopWatch is now saved every 4-5 minutes, for security reasons
20150902 Improved import of claim account transactions from DATEV
20150901 Implemented new 'catalog' menu in the claim account transaction input form (based on the CLAIM_TYPE field) - used in Germany only
20150827 Added code to avoid duplicate related contacts in the case folder
20150827 Implemented duplicate checking for fast employee add dialog
20150824 Fixed a bug in Topix Export
20150824 Accounting Export is now sorted according to the order in the ledger
20150824 Improved export dialog of accounting transactions to allow exporting any period of time, plus many more features
20150824 Accounting may now be closed any date and not only per month
20150824 Improved Spooler performance
20150816 Added 3 new fields for related insurances in the cases input form.
20150813 Added optional filtering of services by date when transfering services from subordinate cases to billing case.
20150813 Improved migration from DATEV Pro to timeSensor LEGAL
20150813 Added possibility to manually add an invoice sequence number to the pool
20150812 Added contextual click to projects listbox on cases page of the Dossier. This allows to indent the current and subsequent cases
20150813 Added email processing mode - a dedicated client running as email processing task
20150811 Adding a new interest rate to the interest rates table would sometimes show an error. This has been fixed.
20150811 Avoid the dossier window to be opened in case of a deleted contact or insufficient access privileges.
20150812 Added contextual click to projects listbox on cases page of the Dossier. This allows to indent the current and subsequent cases.
20150812 Added ability to filter services by date as we transfer services from subcases to an invoicing case.
20150810 Improved new email download and processing system.
20150810 Fixed file extensions bug in Cloud Drive Manager.
20150810 When adding a new case, the same would sometimes not show up immediately in the ‚Find Cases’ window. This has been fixed.
20150810 Fixed a bug introduced with new speedier cache updates.
20150808 Updated document handling. Resource forks are no longer supported.
20150808 Fixed a bug in Topal/Sage 50 export.
20150807 Build system to update several caches on all client machines, whenever a client modifies the cache data.
20150803 Spotlight now only executes a query if search string has more than >3 characters.
20150803 Spotlight now queries with 'starts with' instead of 'contains' (‚contains‘ was too slow).
20150803 Added possibility to enforce round to 6 minutes.
20150803 Fixed a bug that would show logoff button disabled after entering new contact.
20150801 Fixed several bugs related to accessing data (contact records and documents) from confidential contacts or other entities.
20150803 Changed automatic user timeout: no more timeouts during office time.
20150803 Transfer services from subordinate cases: the 'insert title' feature now inserts also the 'description' field as 2nd line.
20150801 Improved data migration from DATEV Pro to timeSensor LEGAL
20150730 Created new Incoming E-Mail processing system to better islolate e-mails that will crash the system
20150728 More revision to transfering case from one [ADR_RELATIONS] to another, to update Case popups and Drop Folders
20150722 StopWatch Rounding may now be set to 6 minutes
20150723 Now filtering char(13) from deadlines/appointment description field, as such chars would break the iCal export
20150724 CASE_INSERT is not compatible with QuickReport. Therefore created a method CASE_INSERT_QR
20150725 For the "First Edition", users may now define archive number ranges for the archiving of cases in different locations.
20150725 It is now possible to grant access to the user manager, even if a user is not an administrator, by setting the 'Special' access right to "All"
20150725 Implemented Drag & Drop of cases from one dossier to another, provided the case does not have invoices or accounting transactions
20150718 Double clicking an address record from within an archived case folder now automatically displays archived cases in dossier
20150718 As the user opens the Dossier window with a pre-selected case, the case listbox now scroll directly to the selected case
20150718 Fixed a bug in legal:office migration method, that would not properly calculate the destruction date of archived cases
20150718 Modified the 'destroy archive' dialog to show 'archived' date instead of 'created date'
20150717 Allows the user to enter a case in the Timesheet by selecting it in the 'Find Case' dialog or by dragging it to the Timesheet
20150717 Allows the user to enter a case in the Timesheet by entering the case reference in the case column
20150717 Allows the user to start the 'Find Case' dialog by Alt+Click onto the menu in the bottom of the Timesheet
20150716 Fixed a bug where the draft viewer window (4D Write) would not properly display side bar, if comment present.
20150716 Revised Topix export method to send the header for each transaction and not only once
20150715 Fixed Inboud mail Input form Splitter problems when viewing in HTML mode, showing/hiding splitter with splitter resizing
20150715 Replaced Documents Checked out by SubClinetID to UserID
20150715 Added Drag and Drop projects from one Address to another (special limits apply no transactions)
20150714 Removed loading application icon on Windows that was then placed in the windows menu bar
20150714 Removed loading background image on Windows from the startup method
20150714 Revised path to local STUFF folder for Citrix users to make unique paths for the local stuff folder instead of all users using the same local STUFF folder
20150713 Show current century for two digit years, as long as the two digits is , >, <, <
20150325 When adding attachments to emails directly out of timeSensor, the extension of such files would double. Fixed.
Support 20. November 2015
20150321 Demo Version now also shows the "All Contacts" button 20150321 When adding a new case, a new auxiliary menu item shows the names of existing cases for easy access
20150321 Case Reference formatting now definable in parameters (00|14, 000|14, 0000|14, etc.)
20150315 Solved existing problem of entering invoice payments for accounts hold in foreign currencies.
20150315 Showing more adequat 'read-only' icon in the ledgers in case a transaction is not modifiable Build 00868 20150311 Fixed dossier bug, where user is editing a service lines and clicks the (+) button and then modifies subclient with action menu
20150311 tSL did not always ask user wether existing case settings should be applied to new project. Now fixed.
20150311 Added Check for Duplicates when adding Employees
20150311 Fixed Deleted addresses still showing as related contacts
20150307 Revised Claim Account Calculation to match printed output with screen output
20150307 Search for related cases of a contact now also finds records from other entities, provided that parameters allow it
20150305 Moved location of our TEMP folder to System temporary folder because of 4D Backup Problems
20150302 Finalized new "First Edition" for big law offices
20150301 Generated spooler ticket after declining an email that exceeds the size, now contains both the sender and the receivers email address
20150228 Implemented a fix for 'RVG §34 Abs. 1' so that RVG invoices don't print the paragraphe twice
20150227 Two bug fixes related to the interest calculation in the Claim Account
20150228 Fixed a small bug in choice list popups. Code would break with empty lines.
20150226 Turned off the on the fly spell checking attribute of the 4D Write area in the RVG dialog
20150226 Turned last listbox col. on page 1 of projects properties page to invisible to avoid unwanded scrolling
20150226 Inserted an extra save before handling click on the 'x' in the header of dossier page 7
20150226 Implemented drag & drop for PDFs and other files in the template editor
20150220 Improved email import from drop folder (sender, date, time) are now automatically taken in account
20150220 Double clicking an eml or msg file in the archives does no longer nag the user by alerting the doc. could not be changed
Build 00853 20150218 Improved email drag&drop -> metadata (sender, date, time) are now automatically considered
20150218 Safety confirm in cases output form for the 'create invoices' button
20150217 Percentual Deviations (e.g. for costs) are now also calculated for partial invoices
20150217 Service Lines that have been invoiced on a partial invoice are now 'remembered' and shown with a green tick
20150217 Implemented code to handle Drag and Drop directly from e-mail clients on Macintosh
20150215 New INV_INSERT ("client") expression -> returns label of client related to an address (as opposed to 'principal')
20150215 New INV_INSERT ("days") expression -> returns the number of days since the invoice has been sent
20150215 New INV_INSERT ("account_data_xxxx") expression -> returns the transactions related to the account with ID xxxx
20150215 If several payers defined for a case, then by default the invoice will be directed to the first payer found. With the Alt/
option key, the old behavior may be forced: invoice is directed to the client and a payment plan for the 3 payers will be created
20150211 Added Printing to the Timesheet
20150207 Added the possibility of moving the ESR objects on the form horizontally in order to be independant of page setup (Switzerland).
20150128 Case Preferences Window on Windows does no longer open as a sheet window
20150123 Removed cleaning of TEMP folder in Backup Startup method, because this led to a crash of 4D Server before the backup
20150123 Fixed a bug where the INV_INSERT("hours";...) expression would not hide the hidden service lines
20150123 Fixed a bug that would allow users to adjust times or rates of services that had already been billed.
20150122 The expression INV_INSERT("lines_nogroup_@") now also works for cases and not only for invoices
20150121 Added INV_INSERT ("period_all"), ("period_from_all"), ("period_to_all") to retrieve both uninvoiced and invoiced (but not hidden) data
20150121 Increased field length of address fields in [ADR_ADDRESSES] to 79 chars.
20150121 Improved Profit Distribution Feature to take debtor losses into account
20150121 Added INV_INSERT("hours_all") to retrieve both uninvoiced and invoiced (but not hidden) data
20150120 Now cleaning up TEMP folder in Backup Startup method
20150120 Added expression 'lines_all_nogroup_@' to INV_INSERT
20150116 Fixed cross platform viewing of Archived Documents and Attachment file name issues
20150116 Made PathToSTUFF based upon 4D Version Number for Server. Data files and Our STUFF folder cannont be in the package
20150116 Fixed cross platform viewing of Archived Documents and Attachment file name issues
20150114 G.M.A. PlugIn removed and exchanged with 4D Code
20150114 Limited picture size for vCard export to 100 kB for speed reasons
20141229 Removed first element 'Name or ID' from cases list and 'find cases' dialog to simplify the use of the system
20141229 Case Preferences Dialog now opens in a sheet window by default in order to avoid 'behind window' icon
20141229 Unified Draft and Archives Search PopUp Menu and included Global Search Window
20141227 Templates now 'remember' if the 'on the fly spell checking option' is turned on
20141227 Invoice time display (decimal or HH:MM) now selectable as a GUI parameter
20141227 eMail message size limitation (default 10 MB) now selectable as a GUI parameter
20141226 Spell Checking completely revised. It is now possible to use Hunspell dictionaries.
20141224 Completed the WinJur Migration tool
20141213 Added Search Mode 'AND' and 'OR' to Google Search Window
20141211 Improved profit distribution feature (adding gui translations and access privileges)
20141211 Modified Timesheet in order not to delete immediately a line, but to show the line in red color, as long as it is incomplete
20141211 Modified Timesheet Resources, so that Case Name Columns resizes as much as the text colum
20141211 Added 'show archived cases' checkbox to the find cases dialog
20141211 Made sure that the list appears in sorted order and the cursor blinks in the search field as soon as the window is opened
20141208 Finished first release of the new profit distribution feature for bigger law offices
Support 20. November 2015
20141204 e-Mail attachments being dropped because of "Illegal" characters in file name some of which were legal characters.
20141130 Spooler Background Task may now also run on 4D Client
20141130 Admin user -> name and shortcode cannot be changed anymore in the GUI
20141130 Admin user -> never times out
20141130 Fixed a bug that would repeat the transferred time from a case folder, if Timesheet left open and user logged off
20141109 Improved input form with a splitter to allow to see long project names
20141109 Incremented project name field from Alpha 41 to Alpha 71
20141125 Fixed bug Credit Notes are now created with payer either from selected invoice OR as defined in case settings
20141124 Make the e-mail main address match the highlighted primary address IF a specific case is specified.
20141106 Hide License button for demo structures
20141106 When entring Expansion Licenses the Activate License button will not highlight if the license has already been entered
20141106 Improved Identifying New and Imported Records
20141104 Revised code to Show/Replace Base license when a new Base License is entered
20141104 Make About Dialog disappear when Entering License Dialog
20141104 Fixed Drafts tab in I_Input sometimes not maintaining highlight
20141028 I disabled the Unique attribute of the [CTAL_ACCEPT_RECORDS]SEQ_CTLA_CONTRACTS_ID field
20141028 Worked on the WinJur migration
20140918 New INV_INSERT command lines_nogroup_xxx_yyy_zzz lets the user exclude all services of groups that are included in the expression from the list of lines
20140915 New preview window in the archive section, which allows to click through documents and see automatically its contents
20140910 Workound OBJECT SET SCROLL POSITION being too slow when trying to scroll in D_Output form for addresses
20140819 New feature for automatic transfer of services to a compound case for compound invoicing
20140711 Added action menu to change start date of invoice plan creation
20140709 Added error handling call to Starface usage
20140705 Always replace double quote with quote in RDR_CREATE_MAILMERGE_DOC
20140624 Modified timeSheet export all search criteria
20140624 Added Error message when attempting to open PDF files using PDF Viewer 11.0.07
20140624 Added Error message when attempting to Drop Excel timesheets on Windows
20140623 Revised Cloud to use "|" by default unless defined in Cloud_ReplacePathPipe Parameter always uses "_" on Windows
20140623 Added code to Save Archive to Desktop to export even when there are no Projects for the Address
20140623 Fixed bug in Dossier where any closed case caused "No Case" to appear in the Archives window
20140618 Added Plain or Grey for Foreign Projects on Mac in the Dossier Window
20140618 Added Italics for Foreign Projects on Windows in the Dossier Window
20140618 Optimized Deadline reminders code on Clients
20140618 Moved Deadline tickets to Server
20140617 Fixed bug importing Excel spreadsheets on Windows when dropping the Excel document on the timesheet
20140617 Fixed bug in exporting Excel spreadsheets when holding down the Option key
20140616 Fixed bug in creating relationships on Windows, using clipboard which converted special characters, switched to SQL for windows
20140616 Fixed bug importing Excel spreadsheets on Windows
20140613 Exchanged yellow GUI icons
20140609 Exchanged blue GUI Icons with newer version
20140609 Fixed bug in TODO_TODO_VALIDATE
20140609 Fixed a small bug in PROJ_SERVICELINES_MANAGER
20140531 Added 'Training Portal' menu item to the File Menu
20140531 Minor improvements to the 'attached drive' feature
20140528 Re-Inserted Calculator button on invoices output form
20140528 Fixed a bug in the trigger of [CASH_TRANSACTIONS] and created update method to fix eventual problems in accounting
20140528 Implemented new toolbar gui icons
20140521 Upon importing files, tSL now takes the file modification date into account and saves the file with the file date into the archives
20140521 Pressing the Option Key while creating an external Timesheet will now copy ALL projects into the Timesheet
20140521 Finalized the implementation of the Tarif for Liechtenstein
20140517 Steamlined Cloud Drive GUI on the parameters form and on the settings form
20140517 Added new 'attached drive' feature, allowing users to drag a folder to the case folder or dossier header and attach it there
20140517 Implemented 'export archive' feature in the action button -> code is still missing to do the actual export
20140509 Added Archive Desktop Folders feature
20140506 Added code to check that documents in the DROP folder belong to valid Accounts if not they are ignored
20140506 Installed latest version of tobit plugin
20140505 Added code to check if document is Invisible in the Drop folder and if so, DO NOT IMPORT
20140505 Created special menu for TimeSheet dialog which excludes projects set to Invisible for timesheet
20140505 Added code to loop through the "frames" in 4D Write to fill in the variables and references
20140423 Improved safety regarding the drop folder in the inbound spooler (warning comes up always and is abortable)
20140421 New case property "Timesheet - invisible" for cases, that are rather administrative
20140417 Implemented new Action Button command "Copy selection to Drafts section" on the Archives page
20140417 In the charts of accounts, only accounts that are not mandatory may be deleted by the user
20140417 Turned index ON for two fields with the unique attribute set (to be compatbile with 4D 13.5 and 14.1)
20140417 Archive registers may now be all collapsed or expanded by clicking onto the first column header
20140413 Added code to prevent Mavericks App Nap
20140409 Made D_ImportSource form larger for Italian
20140408 Added past midnight tasks to the task scheduler
20140403 Made sure that an invoice can only be created if accounting is open at that date
20140206 A credit note will now be created for the same debtor as the source invoice
20140204 Comments are now displayed in inverted order (newest comment at the top)
20140204 Crediting an invoice will create a credit note with the tax option identical to the one of the invoice
20140126 Articles can now be configured to get their prices from the pricelist (default), fixed price or from specific tarif rules
20140115 Enhanced the Mail Button from the output form: if one single contact record selected, then the case id is now automatically
inserted into the Subject field. In case there are several possible cases, then a pop up menu asks the user about the correct case
20140113 Implemented Drag&Drop of Word documents onto the Template chooser
20131228 Implemented ability to gracefully change between tax systems (vereinbart/vereinnahmt)
20131228 Implemented possibility to handle multiple claim accounts for one single case
Support 20. November 2015