& Billing Export Option in ADD4PC - using the TBDevice Program
First Time Setup
To initially configure the ADD4PC Data
Collection Program for interfacing with the TBDevice Variable interface
program from Software Technologies, Tabs3 Time and Billing Program follow
the setup procedure below.
Select SETUP|User Defined Export
Create the following Export String:
Note: the export string can be created
by clicking - in the following order - the Account, TrsCode, Date(S)
Quantity, Unit Cost, Ext.Cost and Space buttons and then inserting the
applicable special characters to complete the string. Click Save.
Close the User Defined Export Dialog
Next, select FILE|Export|My Export (or
whatever name you gave the export).
In the boxes labeled Transaction Code,
enter the following string for each category (Copies, postage, etc.)
(where $ XX is the corresponding
Transaction Code in TABIII for the category, LXXX is the Task/Phase code in
Tabs3 for the category and EXXX represents the Activity code in Tabs3 for
the Task Code for the category)
Copies = ,$51,L100,E101,
Postage = ,$53,L100,E108,
Fax = ,$55,L100,E104,
Make sure all Transaction Code boxes
have applicable codes set up prior to using the MyExport option.
After completing all applicable
Transaction Code boxes, click Save.
Exporting Data for the Tabs3 TBDevice
After collecting ADD-4 data, select
Enter the desired date range and click
Under Save in: enter directory where
Tabs3 resides. For example: F:\STI
Under File name: enter TABS3.CV.
After the export conversion takes
place, a dialog box stating “Add4PC has successfully exported X records to
F:\STI\TABS3.CV” (where directory names as those specified in Save in:
To import ADD-4 data
Run the TBDevice Variable Program from
Then open the TABS Time & Billing
Program and click INTEGRATION|Merge Tabs3 Remote Data.
NOTE: Versions 17 and above require the delimitor between the client
and matter codes be a decimal. The TBDevice program will no longer allow either
a dash or a decimal as the client matter delimitor. All records will be
rejected that lack a decimal between the client and matter codes.