| Client File (CLIENT) | 
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 How to Access
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The following is a list of fields found in the Client file.
| Tabs3 Billing Client File | ||
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| Field Name | Description | Notes |
| _SEQUENCE_NO | Internal Sequence Number | |
| CLIENT_ID | Client ID | |
| NAME | Client Name | |
| CONTACT | Contact Name | |
| ALPHA_SEARCH | Name Search | |
| Client_Full_Name | Client Full Name | |
| Contact_Full_Name | Contact Full Name | |
| Addr_No | Address Selector |
1=Business 2=Home 3=Other |
| Email_Addr_No | Email Address Selector | 1-3 |
| ADDR1 | Address Line 1 | Virtual field from Contact File |
| ADDR2 | Address Line 2 | Virtual field from Contact File |
| ADDR3 | Address Line 3 | Virtual field from Contact File |
| CITY | City | Virtual field from Contact File |
| STATE | State | Virtual field from Contact File |
| ZIP | Zip Code | Virtual field from Contact File |
| COUNTRY | Country | Virtual field from Contact File |
| Phone1_Src | Phone Number Selector (top-left) |
Assistant_Phone Callback Car_Phone Cellular_Phone Company_Phone Home_Fax Home_Phone Home_Phone2 ISDN Other_Fax Other_Phone Pager Primary_Phone Radio_Phone Telex TTY_TDD_Phone Work_Fax Work_Phone Work_Phone2 |
| Phone2_Src | Phone Number Selector (bottom-left) | Same as PHONE1_SRC |
| Phone3_Src | Phone Number Selector (top-right) | Same as PHONE1_SRC |
| Phone4_Src | Phone Number Selector (bottom-right) | Same as PHONE1_SRC |
| Phone1 | Matter Contact Phone Number (top-left) | |
| Phone2 | Matter Contact Phone Number (bottom-left) | |
| Phone3 | Matter Contact Phone Number (top-right) | |
| Phone4 | Matter Contact Phone Number (bottom-right) | |
| Phone | Matter Contact Business Phone Number | |
| Fax_Phone | Matter Contact Fax Phone Number | |
| Home_Phone | Matter Contact Home Phone Number | |
| Cellular_Phone | Matter Contact Mobile Phone Number | |
| Alt_Addr1 | Address Line 1 | Secure/Matter Mode |
| Alt_Addr2 | Address Line 2 | Secure/Matter Mode |
| Alt_Addr3 | Address Line 3 | Secure/Matter Mode |
| Alt_City | City | Secure/Matter Mode |
| Alt_State | State | Secure/Matter Mode |
| Alt_Zip | Zip | Secure/Matter Mode |
| Alt_Country | Country | Secure/Matter Mode |
| Alt_Work_Phone | Business Phone Number | Secure/Matter Mode |
| ALT_WORK_FAX | Fax Phone Number | Secure/Matter Mode |
| ALT_HOME_PHONE | Home Phone Number | Secure/Matter Mode |
| ALT_CELLULAR_PHONE | Cellular Phone Number | Secure/Matter Mode |
| DESC | Work Description | |
| MISC_1 | Miscellaneous Line 1 | |
| MISC_2 | Miscellaneous Line 2 | |
| MISC_3 | Miscellaneous Line 3 | |
| DATE_OPEN | Open Date | |
| CLOSE_DATE | Close Date | |
| BILLING_RATE_CODE | Billing Rate Code | |
| HOURLY_RATE | Hourly Rate | |
| PRIM_TKPR | Primary Timekeeper # | |
| SEC_TKPR | Secondary Timekeeper # | |
| ORIG_TKPR | Originating Timekeeper # | |
| CATEGORY | Category | 0-999 |
| Client_Portal_Sw | * | |
| CRM_Lead_Id | * | |
| LEVEL_TYPE_CODE | Timekeeper Level Type |
R=Rate C=Code N=None |
| LEVEL_HOURLY_RATE1 | Level Hourly Rate 1 (when LEVEL_TYPE_CODE = R) | |
| LEVEL_HOURLY_RATE2 | Level Hourly Rate 2 | |
| LEVEL_HOURLY_RATE3 | Level Hourly Rate 3 | |
| LEVEL_HOURLY_RATE4 | Level Hourly Rate 4 | |
| LEVEL_HOURLY_RATE5 | Level Hourly Rate 5 | |
| LEVEL_HOURLY_RATE6 | Level Hourly Rate 6 | |
| LEVEL_HOURLY_RATE7 | Level Hourly Rate 7 | |
| LEVEL_HOURLY_RATE8 | Level Hourly Rate 8 | |
| LEVEL_HOURLY_RATE9 | Level Hourly Rate 9 | |
| LEVEL_CODE1 | Level Code 1 (when LEVEL_TYPE_CODE = C) | 0-9 |
| LEVEL_CODE2 | Level Code 2 | 0-9 |
| LEVEL_CODE3 | Level Code 3 | 0-9 |
| LEVEL_CODE4 | Level Code 4 | 0-9 |
| LEVEL_CODE5 | Level Code 5 | 0-9 |
| LEVEL_CODE6 | Level Code 6 | 0-9 |
| LEVEL_CODE7 | Level Code 7 | 0-9 |
| LEVEL_CODE8 | Level Code 8 | 0-9 |
| LEVEL_CODE9 | Level Code 9 | 0-9 |
| LOCATION | Location | |
| BUDGET_HOURS | Budget Hours | |
| BUDGET_AMOUNT | Budget Amount | |
| DISCOUNT_TYPE | Discount Type |
P=Percentage A=Amount |
| DISCOUNT_AMOUNT | Discount Amount | |
| DISCOUNT_PERCENT | Percentage Amount | |
| RESET_COURTESY_DISC | Reset Courtesy Discount Switch | 0=unchecked, 1=checked |
| TASK_BASED_BILLING | Task Based Billing Switch | 0=unchecked, 1=checked |
| INACTIVE | Inactive Switch | 0=unchecked, 1=checked |
| BILL_ON_DEMAND | Bill On Demand Switch | 0=unchecked, 1=checked |
| RELEASE_TO_BILL | Release To Bill Switch | 0=unchecked, 1=checked |
| PROGRESS_BILLING | Progress Billing Switch | 0=unchecked, 1=checked |
| BILLING_FREQUENCY | Billing Frequency | |
| NONBILLABLE | Non-Billable Switch | 0=unchecked, 1=checked |
| BILL_TO_CODE | Bill To Code |
Y=Yes N=No D=Duplicate |
| FINANCE_CHARGE | Finance Charge Switch | 0=unchecked, 1=checked |
| FINANCE_CHARGE_DAYS | Finance Charge Days | 0-999 |
| FINANCE_CHARGE_RATE | Finance Charge Rate Code | 1-5 |
| FEE_SALES_TAX_CODE | Fee Sales Tax Code | 0-9 |
| EXP_SALES_TAX_CODE | Expense Sales Tax Code | 0-9 |
| ADV_SALES_TAX_CODE | Advance Sales Tax Code | 0-9 |
| PYMT_ALLOC_METHOD | Method to Apply Payments | 1-5 |
| FINCHG_ALLOC_METHOD | Apply Payments to Finance Charge | F,L |
| RA_BY_INVOICE | Receipt Allocation by Invoice Switch | 0=unchecked, 1=checked |
| COVER_STATMENT | Cover Statement Option |
D=Detail Cover Statement S=Summary Cover Statement N=No Cover Statement I=Individual Detail Cover Statement J=Individual Summary Cover Statement |
| COMBINE_MATTERS | Combine Matters | 0=unchecked, 1=checked |
| TRUST_INTEGRATION | Trust Integration |
D=Detail S=Summary N=None |
| DRAFT_STMT_CODES | Draft Statement Template | |
| FINAL_STMT_CODES | Final Statement Template | |
| PASSWORD_PROTECT_PDF | Password Protect PDF Statements Switch | 0=unchecked, 1=checked |
| PDF_PASSWORD | Password | |
| FEE_REFERENCE_NUM | * | |
| COST_REFERENCE_NUM | * | |
| PYMT_REFERENCE_NUM | * | |
| LEDG_REFERENCE_NUM | * | |
| FUND_REFERENCE_NUM | * | |
| STATEMENT_NUM | Last Statement Number | |
| FUND_BALANCE | Client Funds Balance | |
| REPLENISH_BELOW | Replenish Below Amount | |
| REPLENISH_TO | Replenish To Amount | |
| FUND_APPLICATION | Fund Application for Client Funds |
M=Manual F=Automatic Fee Pymt E=Automatic Expense Pymt A=Automatic Advance Pymt L=Automatic All |
| ONE_TIME_FUND_BILL | One Time Retainer Switch | 0=unchecked, 1=checked |
| FUND_STMT_FORMAT | Client Funds Statement Format |
D=Detail S=Summary N=None |
| SECURE_CLIENT | Secure Client Switch | 0=unchecked, 1=checked |
| MAIN_COVER_CLIENT | Main Cover Statement Client Switch | 0=unchecked, 1=checked |
| FEE_THRESHOLD | Fee Threshold Amount | |
| EXP_THRESHOLD | Expense Threshold Amount | |
| ADV_THRESHOLD | Advance Threshold Amount | |
| THRESHOLD_BILLING | Threshold Billing Items |
I=Individual A=All T=Total |
| TOTAL_THRESHOLD | Total Threshold Amount | |
| RESET_BEG_NOTES | Reset Beginning Statement Notes Switch | 0=unchecked, 1=checked |
| RESET_END_NOTES | Reset Ending Statement Notes Switch | 0=unchecked, 1=checked |
| BUDGET_WARNING | Budget Warning Switch | 0=unchecked, 1=checked |
| QBEditSeq | * | |
| QBListID | * | |
| QB_INTEGRATION | QuickBooks Integration Switch | 0=unchecked, 1=checked |
| PM_INTEGRATION | * | |
| SPLIT_FEE_CALC_AMT | * | |
| SPLIT_FEE_CREDITS | * | |
| SPLIT_FEE_ZERO_AMTS | * | |
| SPLIT_COST_CALC_AMT | * | |
| SPLIT_COST_CREDITS | * | |
| SPLIT_COST_ZERO_AMTS | * | |
| EMAIL_ADDRESS | Email Address | |
| Web_Page | Web Page | |
| Alt_Email_Address | Email Address | Secure/Matter Mode |
| Alt_Web_Page | Web Page | Secure/Matter Mode |
| Reserved | * | |
Note: Fields beginning with "ALT_" are used for Secure and Matter Mode clients. As the corresponding primary fields will always show the correct information, there is no need to use these alternate fields for ODBC queries.
* Indicates the field is not applicable for ODBC applications. This field is used for internal processing only.
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