Client

The Client tab allows you to indicate exactly which clients you want included. You can specify ranges of clients, timekeepers, and categories. Multiple client ranges can be specified as well as an alpha range. You can pick multiple billing frequencies, locations, and designate a range of open and close dates. The Select Status button lets you designate whether you want 1) active clients, inactive clients, or both; 2) progress billing clients, non-progress billing clients, or both; 3) billable clients, non-billable clients, or both; 4) task based billing clients, non-task based billing clients, or both; 5) and more.

Client ID

Multiple

Name

Primary Timekeeper

Select

Secondary Timekeeper

Select

Originating Timekeeper

Select

Category

Select

Billing Frequency

Location

Status

Open/Close Dates

Custom Fields

Note: The Client tab is the same for all programs that use it. However, some defaults may be different. For example, the ending Client ID defaults to 0 as a safety feature for certain programs (such as Change WIP Transactions, Change Client Options, Delete a Range of Clients, etc.) in order to prevent unintentional processing.

Note: Secure clients will not be included unless the User ID being used has manager rights or has been assigned access to the secure client.

See also:   Tabs3 Sample Reports

Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.