Tabs3 Billing Location

 

Quick Launch

Fee Entry
 

Menu

File | Data Entry | Fee
 

Home

All Actions | Transactions | Data Entry | Fee Entry
  Keystroke

Ctrl+Shift+F

Access Rights

 

Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Browse Fees
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Add Fees
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Change Fees
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Delete Fees
Access Profile | Tabs3 Billing tab | Fee, Cost, Payment & Client Funds Transactions | Detail Fee View

Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Modify Pre-Bill Transactions Outside of Pre-Bills
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Fee Entry window allows you to add new fee transactions as well as change or delete existing fee transactions. This window can be accessed from the Fees list.

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. The Fee Timer is included at the top of the window. A list of transactions can optionally be displayed for a Client ID, transaction date, or entry date.

Client

Reference

Source

Timekeeper

Date

Tcode

Phase/Task

Activity

Enter Progress Fee Tcode / Enter Task Code

Hours Worked

Hours to Bill

Rate

Amount

Description

Geolocation

Hide Fields

Category

User ID

Bill Code

Date Entered

Rate Code

Status

Sales Tax

Fee Entry List

Note: Certain fields will not be available unless the user belongs to an access profile that has Detail Fee View rights. Furthermore, 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.

Data Entry Toolbar Buttons

The following buttons are included on the Data Entry Toolbar, which is located below the standard toolbar.

Detail/Rapid This button or Alt+I can be used to toggle between Detail mode and Rapid mode. This button is available only if the user belongs to an access profile that has Detail Fee View rights.
List This button or Alt+G can be used to toggle between displaying a Fee Entry List and removing the list from the Fee Entry window.
Recap of Hours This button or Alt+P can be used to display the Recap of Hours window. The timekeeper for the current fee record will be selected on the Recap of Hours.
  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 Fee Entry
  Fee Credits
  Using the Fee Timer
  Printing a Fee Verification List
  Printing a Fee Record
  How to Automatically Open a Fee Window when Tabs3 Billing is Started
   
  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.