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

Table of Contents

• Time and Expense Detail- Print or Export
o Access the Timecard Detail List................................................................... 52
o Print the List ................................................................................................ 52
o Export Timecard Detail ............................................................................... 52
o Print Expense Reports ................................................................................. 53
o Export Multiple Reports .............................................................................. 53
• Cost Entry (Soft Costs)
o Overview ..................................................................................................... 55
o Access Cost Entry ........................................................................................ 55
o Add a New Cost Entry ................................................................................. 55
o Additional Cost Entries ................................................................................ 61
o Clone an Exist Entry .................................................................................... 61
o Delete an Entry ........................................................................................... 62
o Cancel Session ............................................................................................. 63
o Submit to Post Later ................................................................................... 63
o Post ............................................................................................................. 64
o Issues/Errors ............................................................................................... 64
• Requisitions Entry
o Overview ..................................................................................................... 65
o Access Requisitions ..................................................................................... 65
o Enter a Requisition ...................................................................................... 65
o Add Detail ................................................................................................... 66
o Add an Additional Line Item ....................................................................... 68
o Add an Attachment to a Requisition (Paperclip Function) ......................... 68
o Submit for Approval .................................................................................... 69
o Payment Requests
 Requests without a Purchase Order .............................................. 71
 Enter a Request .............................................................................. 71
 Submit a Request ........................................................................... 74
• New Matter Intake Workflow Process/ Where’s My Matter .................................. 75
• New Matter Intake
o Overview & Important Information ............................................................ 76
o Access New Matter Intake .......................................................................... 76
o Enter a New Matter
 Matter Number .............................................................................. 76
 Timekeeper .................................................................................... 77
 Clients ............................................................................................ 78
 Matter Description ......................................................................... 79
 Date of Loss .................................................................................... 79
 Accident Location........................................................................... 80
 Description of Loss ......................................................................... 80
 Scope .............................................................................................. 80
 Practice Group ............................................................................... 80
 Track Type ...................................................................................... 80
 Prior S-E-A No. ............................................................................... 80
 Estimate ......................................................................................... 81
 Related Parties ............................................................................... 81
 Party Client Represents.................................................................. 82
 Carrier Name .................................................................................. 82

Matter Group Inquiry 3/27/2018