Tabs3 Billing Location

 

Quick Launch

Client Information
 

Menu

File | Data Entry | Client | Budget

 

Home

All Actions | People | Client Information | Budget tab
All Actions | Accounts Receivable | Client Information | Budget tab
  Keystroke

Ctrl+ Shift+ C

Access Rights

 

Access Profile | Tabs3 Billing tab | Client Information | Browse Client
Access Profile | Tabs3 Billing tab | Client Information | Add Client
Access Profile | Tabs3 Billing tab | Client Information | Change Client
Access Profile | Tabs3 Billing tab | Client Information | Delete Client
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

Click on the desired tab when appears for information about that program tab.

Address Setup Rates A/R & Fund Balances Client Notes Custom Fields Billing Options
Billing Preferences Statement Options Split Billing Budget LawPay Client Portal Autopay Settings

The Budget tab consists of client budget information. The Budget tab includes the following information:

Client

Budget

Budget Hours to Bill

Budget Amount

Warn if Budget Exceeded

Task Based Billing

Task Based Billing Budget