Page 118 - 3E User Manual- updated 3-2018

Paperless Proforma Process

• The date defaults to today's date, edit as needed.
• Timekeeper defaults to the current user, edit as needed.
• Enter a task code or type in the description.
o Example: Type in "Photo" and any task code with those letters will populate. Select the appropriate
code by double clicking the line.
• Enter the bill hours and press TAB, the bill rate will populate:

• Select Recalc to see the net effect of the change.

Add New Cost Entry

To be reimbursed for the Cost Entry, a user SHOULD NOT add the cost entry from this screen! See the next section
that covers Adding an Expense to a Proforma for Reimbursement.
• Select Add New to add cost.
• The line added will show at the bottom of the child form (line 3 in this example).
• The date defaults to today's date, edit as needed.
• Timekeeper defaults to the current user, edit as needed.
• Enter a Cost Type or the code.
o Example: Type in "Photo" and any Cost Type with those letters will populate. Select the appropriate
code by double clicking the line.
• Bill Quantity defaults to 1.0000. If entering mileage, enter the number of miles in the quantity and the rate will
default to the current billable rate.

Adding an Expense to a Proforma for Reimbursement

• To add an Expense to a proforma and be reimbursed, close out of the proforma until Expenses* have been
approved.
• Add the expense through the Expenses* process.

Paperless Proforma Process 3/27/2018