Page 121 - 3E User Manual- updated 3-2018

Paperless Proforma Process

Exclude an Entry

• If an entry should not be billed on the current invoice, exclude the line item(s).
• This process only excludes the entry from this proforma. The entry will appear on future proformas until it is
either billed or no charge.
• Select the line item(s) by checking the box under column Ex, which stands for Exclude.
• Select Recalc and item will be removed from the screen:

Transfer an Entry

• If an item was mistakenly charged to the wrong matter and needs transferred, select the lines by checking the
box under column X.
• Using the dropdown next to Reload, select Transfer:

• The only required field on the accompanying screen is the Matter Number.

Paperless Proforma Process 3/27/2018