Page 111 - 3E User Manual- updated 3-2018

Quick Tips for Paperless Proformas

• Users need to perform an action on every proforma contained within the Open Proforma dashboard part,
whether it be Submit or Hold.
• Avoid opening a proforma and leaving it on the Action list as it causes errors when attempting to open the
proforma again from the Open Proformas dashboard part. If a user has an open proforma and is not done
reviewing but cannot presently complete the review, it is recommended that to select Cancel to come back to it
later rather than clicking the 3E button or closing the window/tab.

Column Header Definitions

1. X- selects the row.
2. Ex- excludes the row from this proforma.
3. D- displays the row on the invoice.
4. NC- No charges the entry by zeroing the bill rate. If NC is checked, uncheck D to ensure that the zeroed line does
not print on the invoice.
5. Work Date- can only be changed for those a user can enter time on their behalf, which for most users is only
themselves. If the work date cannot be changed for a colleague, make a note in Internal Comments.
6. Timekeeper- working timekeeper number. Do not change this as the bill rate will not recalculate.
7. Timekeeper Name- will populate based upon the timekeeper number.
8. Task- task code can be edited by typing in a code or a description.
9. Task Description- will populate based upon the task code.
10. Narrative- will print on the invoice. Do not use hyphens in this field. Capitalize the first letter of each word. Do
not conclude a narrative with punctuation.
11. Bill Hours- can be edited.
12. Bill Rate- can be edited by Managers or Accounting. If a bill rate needs changed, make a note in Internal
Comments.
13. Bill Amount- calculated by multiplying the bill hours with the bill rate.
14. Work Amount- the original work value. This cannot (and should not) be changed.

Zero a Line Item
• Check the NC column and uncheck D. The Bill Rate and Bill Amount will change to zero.
• Select Recalc to see the net effect under Proforma Totals.

Update a Proforma
• Change the Fees and Costs date to today's date (shortcut: type T for today).

The box above informs the user if there are time/costs not on this proforma

• Select Recalc.
• Next to Proforma Detail Fees (or Costs) is a drop down. Use the drop down to select Include.