The information in this article applies to:
The Assign Tabs/PracticeMaster Timekeepers function is used to limit a user's access to specific timekeepers' transactions within Tabs3 and PracticeMaster. Users who are assigned to timekeepers can only view transactions that have their assigned timekeepers specified as the working timekeeper. Additionally, certain reports can filter their results based on assigned timekeepers.
This article lists all functions affected by assigning timekeepers.
Timekeepers are assigned on a per user basis within the User Configuration window of System Configuration. Users with manager rights have access to all functions within the software and cannot be assigned timekeepers. Because not all information in Tabs3 and PracticeMaster is tracked by working timekeeper, it is important to consider how assigning timekeepers can affect a user's ability to access the software. Some restrictions may be better handled by making changes to access profiles or using secure clients. For example, users who generate statements for the entire firm should not be assigned to timekeepers as only fees and costs for their assigned timekeepers would be printed on the statements. Alternatively, a user who should not have access to billing information outside their assigned timekeepers should not be given rights in their access profile to generate a Client Ledger Report.
For more information on configuring access profiles, see Knowledge Base Article R10873 - Access Rights.
The following table shows the various Tabs3 reports and tasks affected by assigning timekeepers. Only the reports and tasks listed below are affected by assigned timekeepers. All other reports and tasks provide full access to data for all timekeepers. This should be considered when assigning rights to an access profile.
|
Report |
Assigned Timekeeper Effects |
|
Recap of Hours Report |
Only information for assigned timekeepers will be shown. |
|
Transaction File List |
Only transactions for assigned timekeepers are included. |
|
Detail WIP |
Only transactions for assigned timekeepers are included. However, the previous balance, accounts receivable and billing history are not restricted. |
|
Summary WIP |
Only transactions for assigned timekeepers are included. However, the previous balance and accounts receivable are not restricted. |
|
Aged WIP |
Only transactions for assigned timekeepers are included. |
|
Write-Up/Write-Down Report |
Only transactions written up or down for assigned timekeepers are included. |
|
Statements |
Only fee and cost transactions for assigned timekeepers are shown. |
|
Detail Accounts Receivable Report |
Receivable figures are not affected; however, WIP figures are restricted. |
|
Client Productivity Report |
Billed figures are not affected; however, WIP figures are restricted. |
|
Timekeeper Productivity Report |
Only information for assigned timekeepers will be shown. |
|
Conflict of Interest Report |
All transactions are checked. However, the message "Insufficient Timekeeper Rights" will be displayed if a conflict is found in a transaction for an unassigned timekeeper. |
|
Task Code Billing Report |
Only transactions for assigned timekeepers are included. |
|
Timekeeper Status Report |
Receivable figures are not affected; however, WIP figures are restricted. |
|
Task Code Budget Report |
Both WIP and billed figures are affected. (Note: Unlike other reports with billed information, this report gets its billed information from the archive data files as opposed to the client ledger data files.) |
|
Client Budget Report |
Billed figures are not affected; however, WIP figures are restricted. |
|
Productivity Report by Category for Each Timekeeper |
Only information for assigned timekeepers will be shown. |
|
Productivity Report by Tcode for Each Timekeeper |
Only information for assigned timekeepers will be shown. |
|
Timekeeper Profitability Report |
This report can only be run by users who belong to the manager access profile. Members of the manager access profile have access to all Tabs3 timekeepers. Therefore, information on this report is not restricted. |
|
Top Client Report |
Receivable figures are not affected; however, WIP figures are restricted from top client calculations. |
|
Task |
Assigned Timekeeper Effects |
|
Fee & Cost programs |
Transactions can be added or accessed only for assigned timekeepers. |
|
Conflict of Interest |
All transactions are checked. However, the message "Insufficient Timekeeper Rights" will be displayed if a conflict is found in a transaction for an unassigned timekeeper. |
|
Write-Up/Write-Down Fees & Costs |
Only transactions for assigned timekeepers can be written up or down. |
|
Adjust Flat Fee Clients |
Only transactions for assigned timekeepers can be adjusted. |
|
Adjust Split Fee Clients |
Only transactions for assigned timekeepers can be split. |
|
Change WIP Transactions |
Only transactions for assigned timekeepers can be changed. |
|
Transfer Transactions |
Only transactions for assigned timekeepers can be transferred. |
|
Reprint Updated Statements |
Only transactions for assigned timekeepers are shown on the reprinted statements. |
The following table shows the various PracticeMaster functions affected by assigning timekeepers. Only the reports and tasks listed below are affected by assigned timekeepers. All other functions provide full access to data for all timekeepers. Additionally, many records in PracticeMaster (such as calendar, journal, and document management records) are assigned to a timekeeper's User ID. Because of this, a user's access to these records cannot be restricted by assigning timekeepers.
|
Function |
Assigned Timekeeper Effects |
|
Fee File & Cost File |
Records can be added or accessed only for assigned timekeepers. |
|
Reports |
Only records for assigned timekeepers will be shown. |
|
Conflict of Interest |
Fee and Cost records for unassigned timekeepers will be included on the report; however, only the Client ID followed by the text "This is a secure record" will be shown. The description from the record will not be included. |
|
Export Data |
When exporting fee or cost records, only transactions from assigned timekeepers will be exported. |
|
Import Data |
The Import Data program is not affected by timekeeper assignments. Transactions for unassigned timekeepers can be imported into the fee and cost files. |
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