The following list includes the Tabs3 Billing reports and tasks that are restricted when timekeepers are assigned to individual users in the System Configuration program. All other reports and tasks not listed are not affected or restricted when Tabs3 Billing timekeepers are assigned.

Technical Note: Reports (or portions thereof) that retrieve information from the client ledger file (as opposed to the transaction file or archive file) are not based on working timekeeper and are therefore not restricted.

Tabs3 Billing Reports

Recap of Hours Report Only information for assigned timekeepers will be shown.
Transaction File List Only transactions for assigned timekeepers are included.
Detail WIP Only transactions for assigned timekeepers are included. However, the previous balance, accounts receivable, and billing history are not restricted.
Summary WIP Only transactions for assigned timekeepers are included. However, the previous balance and accounts receivable are not restricted.
Aged WIP Only transactions for assigned timekeepers are included.
Write-Up/Write-Down Report Only transactions written up or down for assigned timekeepers are included.
Statements Only fee and cost transactions for assigned timekeepers are shown.
Detail Accounts Receivable Report Receivable figures are not affected; however, WIP figures are restricted.
Client Productivity Report Billed figures are not affected; however, WIP figures are restricted.
Timekeeper Productivity Report Only information for assigned timekeepers will be shown.
Conflict of Interest Report All transactions are checked. However, the message "Insufficient Timekeeper Rights" will be displayed if a conflict is found in a transaction for an unassigned timekeeper.
Task Code Billing Report Only transactions for assigned timekeepers are included.
Timekeeper Status Report Receivable figures are not affected; however, WIP figures are restricted.
Task Code Budget Report Both WIP and billed figures are affected. (Note: Unlike other reports with billed information, this report gets its billed information from the archive data files as opposed to the client ledger data files.)
Client Budget Report Billed figures are not affected; however, WIP figures are restricted.
Productivity Report by Category for Each Timekeeper Only information for assigned timekeepers will be shown.
Productivity Report by Tcode for Each Timekeeper Only information for assigned timekeepers will be shown.
Timekeeper Profitability Report This report can only be run by users who belong to the manager access profile. Members of the manager access profile have access to all Tabs3 Billing timekeepers. Therefore, information on this report is not restricted.
Top Client Report Receivable figures are not affected; however, WIP figures are restricted from top client calculations.

Tabs3 Billing Tasks

Fee & Cost Entry Transactions can be added or accessed only for assigned timekeepers.
Conflict of Interest All transactions are checked. However, the message "Insufficient Timekeeper Rights" will be displayed if a conflict is found in a transaction for an unassigned timekeeper.
Write-Up/Write-Down Fees & Costs Only transactions for assigned timekeepers can be written up or down.
Adjust Flat Fee Clients Only transactions for assigned timekeepers can be adjusted.
Perform Split Billing Only transactions for assigned timekeepers can be split.
Change WIP Transactions Only transactions for assigned timekeepers can be changed.
Transfer Transactions Only transactions for assigned timekeepers can be transferred.
Reprint Updated Statements Only transactions for assigned timekeepers are shown on the reprinted statements.
Matter Manager Only transactions and totals for assigned timekeepers will be shown.
Statement Information Only statements for clients where the Primary Timekeeper is an assigned timekeeper will be available.
Client File

Additional A/R Info button - Activity Since Last Statement section.

Fees - Only transactions for assigned timekeepers will be included.

Exps/Advs - Only transactions for assigned timekeepers will be included.

Note: Users with the Matter Manager All Timekeepers access right can see transactions, rates, and totals for all timekeepers in the Matter Manager, as well as on the A/R by Invoice Report, Client Budget Report, Client Ledger Report, Collections Report, Task Code Billing Report, Task Code Budget Report, Transaction File List, and in Reprint Updated Statements when run from the Matter Manager.

Note: Users with the View Statements All Timekeepers access right can see transactions, rates, and totals for all timekeepers in the Generate Statements, Reprint Updated Statements, Statement Manager, and on the Detail Work-in-Process Report. When drilling down from a draft statement or Detail Work-in-Process Report, users with the View Statements All Timekeepers access right can toggle between Rapid and Detail mode regardless of their Detail Fee View access right and all fees can be accessed regardless of timekeeper assignments.