Select the optional information you want to include on the report.

Note: The options shown under Print are not available when an Export Data Format is specified.

Timekeeper Initials Select this check box if you want the timekeeper's initials to print in the Tkpr column instead of the timekeeper's number. This option only applies when printing a detail list.

Note: Three asterisks (i.e., "***") will be used for the timekeeper initials if the timekeeper number assigned to the transaction is no longer in use (i.e., the timekeeper was deleted).

Client Name

Select this check box if you want to include the client name with each transaction on the list. This option only applies when printing a detail list. The client name is printed in the Description column below each transaction.

Notes:

  • The Description check box on the Format tab must be selected in order for the client name to print.
  • The client name will print with the subtotal when subtotaling by client, regardless of whether the Client Name check box is selected.
  • When the Primary Sort is set to “Client”, the client name is included in the header for each client on Detail reports instead of on the individual transactions.

Work Description

Select this check box if you want to include the client's work description with each transaction on the list. This option only applies when printing a detail list. The work description is printed in the Description column below each transaction.

Notes:

  • The Description check box on the Format tab must be selected in order for the client's work description to print.
  • The client's work description will print with the subtotal when subtotaling by client regardless of whether this option is selected.
  • When the Primary Sort is set to “Client”, the client’s work description is not included on individual transactions.
Statement Comments Select this check box if you want to include Statement Comments in the Description field when the Description check box on the Format tab is selected.
GLS Information

This option applies only when integrating with Tabs3 General Ledger (GL). Select this check box if you want to include GL information for any cost and payment transactions that have associated GL information. The GL information includes the GL account, account name, journal number, date, amount, and a Debit or Credit designation. This option only applies when printing a detail list.

See also: GL Integration Setup

Note: The Transaction File List will not include GL information on the report if a user does not have access rights to the Detail Cost GLS View or Detail Payment GLS View.

Note: Users who do not have access rights to GLS information in the Cost and/or Payment entry window will not be able to print GLS information for those types of transactions.

Criteria Page Select this check box if you want a separate page to print at the end of the report that lists the options specified for the report.

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.