Copy Audit|Print Audit Export
Configuration for Tabs3 using the TBDevice Program
Configure the Copy
Audit|Print Audit Program to export records to Tabs3 Time and Billing for
importing into client bills.
Due to the many variations available when importing
data intoTabs3, it is advisable to contact TRS Inc. to discuss the best
option for your firm.
To import the file
created into Tabs3:
Run the TBDevice
program from Software Technologies, using the Variable format.
Next, go into Tabs3. Select 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.
To Create a Client
Validation file from Tabs3, using TBDevice, to import into the Copy Audit
Creating Validation Files
Validation files for the client (CLIENT.TXT),
timekeeper (EMPL.TXT) and tcode (TCODE.TXT) files can be created. The client
file will contain a record for each active client/matter that exists in the
Tabs3 Client file. Use the following procedure to create the validation
If the TBDevice program is already started, skip to step 3. From the
Software Technology folder, double-click the Data Collection Device
Conversion icon to start the TBDevice program.
If the Logon dialog box is displayed, enter your User ID and Password
and click OK.
From the File menu, select the Validation option.
The Validation window will be displayed. If the Other device
is not displayed in the Device field, click the drop-down
arrow next to the Device field to select the Other format.
Click the Create button.
Once the files are created, click OK.
Click Cancel to close the Validation window.
Transfer the files to the data collection device.
Note: Validation files
should be recreated and transferred to the data collection device after
changes have been made to the Client, Timekeeper, or Tcode files in Tabs3.
TBDEvice|Validation|Other creates file “Client.txt”.
Need to rename the Client.txt to Client.csv.
Can then import the file that looks like this:
Note: The Validation file will only contain active
Go into the Copy Audit Program|Client-Matter Values tab
and choose import.
Sample Validation Files
Examples of the validation files created by the “Other”
format are shown below.
CLIENT.TXT – Client File
100.00,"Phillip/Marcus","Real Estate Acquisition"
101.00, "Williams/John","State v. Williams"
102.00, "Federated Casualty, LTD.","Andrew C. Gilbert v. Federated Casualty"
200.01, "Peterson Insurance Co.","General Legal Counsel"
EMPL.TXT – Timekeeper File
1, "Michael L. Jensen"
2, "Jennifer A. Martin"
3, "Ronald P. Anderson"