Billing Q&A: Detail Fee View

December 2019    Tags: , ,

We want to restrict certain users from seeing the rate and amount fields when entering fees. Is there a way to do this?

Access rights control whether users can switch between Detail and Rapid View when entering fees. When access is removed for Detail Fee View, users will no longer be able to see the Hours to Bill, Rate, Amount, Category, User ID, Bill Code, Date Entered, Rate Code, Status, or Sales Tax fields when entering fees.

To remove access to Detail Fee View

  1. Open System Configuration.
  2. From the File menu, point to Open and select Access Profile.
  3. Select an existing Access ID, or press Ctrl+N to create a new one.
  4. From the Tabs3 tab
    1. Select Fee, Cost, Payment & Client Funds Transactions.
    2. In the Functions section, select Detail Fee View.
    3. In the Selected Functions section, click Disallow.
  5. Press Ctrl+S.

Any access profile assigned to users you do not want to have access to Detail Fee View must include this setting. Users must log out and back in for this restriction to take effect.

Note: Users who do not have rights to Detail Fee View will not be able to view Amount information in the Recap of Hours window in Tabs3, PracticeMaster, or Tabs3 Connect.

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