To add a new timekeeper

  1. In the Quick Launch, search for and select “Timekeeper Information.”
  2. From the Timekeeper tab, click on the toolbar.
    1. Users with Manager access rights will see the Add New Timekeeper window.
    2. Users without Manager access rights will start a new attorney using the next available timekeeper number. You can accept the automatically assigned timekeeper number or specify a different timekeeper number.
  3. Enter the remaining information for the timekeeper.
  4. Click on the toolbar to save the new timekeeper.

GL Integration Note: If Tabs3 Billing is configured to integrate payments by working timekeeper, a message will be displayed when adding a timekeeper indicating that the new timekeeper may need to be configured in GLS Integration Setup.

Note: If the message, "Valid Timekeeper numbers are between 1 and XXX" is displayed, then the number you have selected is outside of the available number of timekeepers for your Tabs3 Billing application. If you have limited timekeeper numbers, you may want to consider using the Renumber Timekeeper program to move all timekeepers who have left the firm to your largest timekeeper number. Using the largest timekeeper number makes it easy to exclude that timekeeper number from a range of timekeepers when running reports. If you need to upgrade Tabs3 Billing to have additional timekeeper numbers, please contact your Tabs3 Software consultant or the Tabs3 Sales Department.

See also:   Toolbar Buttons