Page 120 - 3E User Manual- updated 3-2018
P. 120
Paperless Proforma Process
• These entries will now appear on the child form:
• If no Costs exist on the proforma, select Add.
o Enter a Misc. Expense for $0.00.
o Uncheck D, Check NC.
o Now the excluded timecard can be included.
No Charge (Zero) an Entry
• To not bill a client for a line item, "zero" or "no charge" the entry.
• Under the NC column, check the box(es) for the rows to be no charge.
o Note the Bill Rate and Bill Amount become zero.
o If the wrong box was checked, uncheck and the amounts will return.
• Once the boxes are selected, uncheck the corresponding boxes under D (Display):
• Select Recalc.
• The write down is shown in line 3 under Proforma Totals:
Paperless Proforma Process 3/27/2018
