Page 119 - 3E User Manual- updated 3-2018

Paperless Proforma Process

• Email Accounting and Manager to advise an expense report has been submitted that needs approval and added
to a proforma. Include the matter number in the e-mail.
• Once the expense report is approved, open the proforma from the Dashboard and include the expense using the
process below.

Include Excluded Fees/ Costs to Update for a Final Invoice

• If there are Time/ Costs not showing on the proforma, a note will be at the top of the proforma, as shown in the
example below.
• First, read the verbiage to see if the fee/cost is within the cutoff period or after the cutoff period.

• If the note says they are AFTER the cutoff period, change the proforma date to the current date (t= today).
o Change the date of the proforma in the boxes circled below.
o Select Recalc.
o Once the date is changed, the verbiage will update to say inside the cutoff period:

• In the Proforma Detail Fees (or Costs), next to the Reload button is a drop down.
o Note: If there are Fees and Costs that need included on the current proforma, follow the steps below on
both child forms.
• Using the drop down, select Include:

• Select the line(s) to include by clicking the empty box to the left as illustrated on the next page.
• Select OK.

Paperless Proforma Process 3/27/2018