A list of records can optionally be displayed in or removed from the Fee, Cost, Payment, and Client Funds files by clicking the button on the data entry toolbar.

Double-clicking a record in the list automatically retrieves that record in the data entry window allowing you to review, edit or delete the record. Furthermore, double-clicking the record in the column of the field you want to edit automatically places the cursor in that field when the record is retrieved. (Note: Although archive records can optionally be included in the list, they cannot be edited.)

Totals for various columns are shown at the bottom of the list. For example, when the list is displayed in the Fee data entry window, the total number of billable hours, non-billable hours, total hours, and amount are displayed.

You can resize the height of list by moving the mouse pointer over the edge of the list. When the pointer changes to or , click and drag the edge of the list to the desired position. If the list is hidden by resizing it, you can click the button on the toolbar to display it again. The size of the list is saved from session to session.

The list includes all records entered for one of the following filters: Client ID, Transaction Date, or Entry Date. The heading in the upper left corner of the list displays the type of entry list (e.g., Fee Entry List, Cost Entry List, etc.) and which filter is being used (e.g., Client ID, Transaction Date, etc.). The options can be changed by clicking the button in the upper right corner of the list.

The button displays a Print dialog box, allowing you to print a report of the information shown in the Entry List to a printer, screen or disk file. The Entry List includes all transactions on the Fee, Cost, Payment, or Client Funds entry list, and uses the current View Options.

Each time a record is saved or retrieved, the list is updated based on the new record. The F5 key can be used to update the list.

Note: Records for clients who are designated as secure clients will not be included in the list unless the User ID being used has manager rights or has been assigned access to the secure client.

Note: A timekeeper's records will not be included in the list of transactions unless the User ID being used has manager rights or has been assigned access to the timekeeper in System Configuration using the Assign Tabs3/PracticeMaster Timekeepers feature.

Entry List Toolbar Buttons

The following buttons are displayed in the entry list toolbar, shown in the upper right corner of an entry list:

View Options Clicking this button or Alt+O displays a View Options window allowing you to configure the information displayed in the list. For example, you can configure the list to display all records with the current Transaction Date.
Date Clicking this button or Alt+L displays a Calendar allowing you to specify which date you want used to select transactions.

Note: This button is only available when viewing records by transaction date or entry date, which is selected via the View Options window.

Print List Clicking this button displays a Print dialog box, allowing you to print an Entry List for Fee, Cost, Payment, or Client Funds. Alternatively, pressing Ctrl+D will print the Entry List directly to the Tabs3 DropBox as a PDF file, or pressing Ctrl+E will preview the Entry List to the screen.

See also:   Columns Included in Lists
  Changing the Entry List View Options
  Tabs3 Billing Sample Reports