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How to Access
Tabs3 Billing Location
Quick Launch
Cost Entry
Menu
File | Data Entry | Cost
Home
All Actions | Transactions | Data Entry | Cost Entry
Keystroke Ctrl+Shift+O
Access Rights
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Browse Costs
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Add Costs
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Change Costs
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Delete CostsAccess Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Detail Cost View
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Detail Cost GLS ViewAccess Profile | Tabs3 Billing tab | Statements/Statement Setup | Modify Pre-Bill Transactions Outside of Pre-Bills
R11818 - Access Rights
Exclusivity
Platinum
Non-Platinum
The Cost Entry window allows you to add new cost transactions as well as change or delete existing cost transactions. This window can be accessed from the Costs list. As an option, you can also post journal entries directly into Tabs3 General Ledger Software or to QuickBooks.
Various toolbar buttons are shown at the top of the window allowing you to change how the information is displayed as well as what information is displayed in the window. A list of transactions can optionally be displayed for a Client ID, transaction date, or entry date.
Note: Not all fields will be shown if Rapid mode is selected.
Transactions that have been included on a pre-bill will display with all fields dimmed when opened from outside the Pre-Bill Information window, unless the user has rights to Modify Pre-Bill Transactions Outside of Pre-Bills. Attempting to make changes from outside this window without rights will display a message that the transaction cannot be edited.
Transactions that have been included on a final statement will display with all fields dimmed and cannot be edited. To change any field, you must revert the statement to a pre-bill, then make changes by drilling down to the transaction from the Pre-Bill Information window.
The following buttons are included on the Data Entry Toolbar, which is located below the standard toolbar.
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Detail/Rapid | This button or Alt+I can be used to toggle between Detail mode and Rapid mode. |
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List | This button or Alt+G can be used to toggle between displaying a Cost Entry List and removing the list from the Cost Entry window. |
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GLS Integration | The GLS Integration button can be used to view or modify the GLS journal entries created when the cost was saved. |
| Transfer | This button can be used to display the Transfer Transaction window. | |
| Replicate | This button can be used to display the Replicate Transaction window. |
| See also: | Adding, Changing or Deleting a Cost Entry |
| GLS Journal Entries | |
| QuickBooks Integration | |
| Expense or Advance Credits | |
| Printing a Cost Record | |
| Printing a Cost Verification List |
| This feature is available on your phone or tablet using Tabs3 Connect! |
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.
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