Page 115 - 3E User Manual- updated 3-2018

Paperless Proforma Process

Open a Proforma

• Open a proforma by selecting the proforma number:

• Proforma Status indicates where the proforma is in the workflow process.
o Requires Responsible Timekeeper Approval = Administrative Assistant Step.
o Requires Matter Supervising Timekeeper Approval = Engineer/User Step.
o Requires Manager Approval.
• Matter Billing Instructions:
o If there are specific billing requirement on the matter, the instructions will appear in this box.
• Client Billing Instructions:
o If there are specific billing requirement for the client, the instructions will appear in this box.
• The Matter Inquiry button can be selected for more information on the financials; however, all the information
needed is already on the screen.
o If Matter Inquiry is selected, a new tab of Internet Explorer will open to view the information. Either
close the tab once complete or switch back to the original tab leaving both open.

Financial Summary

• Accounts Receivable Aging represents how much is past due as of the date the proforma was generated.

Paperless Proforma Process 3/27/2018