The Task Code Billing Report can be used to print a list of fee, cost and/or payment transactions that are in work-in-process or the archive files. This report includes task based billing clients only. Transactions can be sorted and subtotaled in various ways. Many criteria can be used in selecting transactions to print on the list. This allows the list to be used for a variety of purposes. Several export formats are available for use with third-party software programs. This report has drill-down editing capabilities. The following program tabs are available:

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

Client Transactions Options Format Sort

Client

Transactions

Options

Format

Sort

The OK button can be used to display the Print dialog box allowing you to print, preview, or save the report. When displayed using the Preview option, you can drill down to individual client, fee, cost and payment records allowing you to edit data directly from the Preview window.

The Cancel button can be used to close the Task Code Billing Report window.

The Load and Save buttons are used in conjunction with Tabs3's report definitions.

Note: The Task Code Billing Report is very similar to the Transaction File List except the Task Code Billing Report includes task based billing clients only. Clients may have transactions that were entered when the client was not designated as a task based client. These transactions cannot be included on this report (because they have been assigned transaction codes as opposed to task codes). However, the Transaction File List will include task based transactions and non-task based transactions.

See also:   Task Based Billing Overview
  Speeding Up the Report
  Security Overview
  Tabs3 Sample Reports

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.