Billing Q&A: List of Task Based Billing Matters

July 2022    Tags: ,

Is there a way to see a list of matters with Task Based Billing enabled?

You can filter clients in Tabs3 Billing to only show clients with the Task Based Billing check box selected.

To filter clients for Task Based Billing matters

  1. From the Quick Launch, search for and select “Clients.”
  2. In the Quick Clicks pane, expand the Filter section and click Manage Filters.
  3. Press Ctrl+N.
    1. In the Filter Name field, enter a name for the new filter (e.g., “Task Based Billing Matters”).
    2. Select the Show for all users check box if you want other Tabs3 Billing users to have access to this filter.
    3. Click the New Row button.
      1. In the Name column, select TASK_BASED_BILLING and then click the Select button.
      2. The Test Condition will automatically default to is TRUE, which is correct.
    4. Click Save.
    5. Close the Manage Quick Clicks window.
  4. Select the new filter in the Filter section of the Quick Clicks pane.
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