Page 113 - 3E User Manual- updated 3-2018

Paperless Proforma Process

Overview

• This process is for users who choose the paperless option for Proformas.
• The workflow process is built into 3E.
o Step 1 Accounting generates the proformas.
o Step 2 Proformas reviewed/submitted by Admin.
o Step 3 Proformas reviewed/submitted by Billing Timekeeper.
o Step 4 Proformas reviewed/submitted by Manager.
o Step 5 Proformas billed by Accounting.
• Steps 2, 3 & 4 have virtually the same screens.
• Once Accounting generates the proformas, Step 2 will receive an email stating that proformas have been
generated.
• The Internal Comments box is solely for S-E-A as the proforma goes through the workflow. Any comments added
will be viewable during subsequent steps and can be amended in each step. These comments do not print on
the invoice.

Ways to View Proformas

Admins & Timekeepers (#2 is the suggested method).
1. Open Proformas:

2. Under the Activities section on the Dashboard, select Open Proformas*.
a. The benefit of this view is that it is a full screen view of proformas. When a proforma is opened and
then closed, the user is returned to the full screen view.

Mangers (#3 is the suggested method):
• As managers, the default 3E dashboard is the Management Committee dashboard. The dashboard being viewed
is identified at the top left corner of the page, next to the 3E icon and the “SEA Production” environment title.

Paperless Proforma Process 3/27/2018