Software Technology has developed a program named TSCONV to convert data from Timeslips Versions 6, 7, 8, 9, 10 and 11 into Tabs3 Version 11. The TSCONV program converts client name and address information, aged accounts receivable balances, and unbilled transactions. Please read through these instructions carefully before attempting to use the TSCONV program.

Note: Data conversions from Timeslips to Tabs3 can be handled in one of two ways. One way is to use our TSCONV program to convert the data. The other way is to have Software Technology, Inc. perform a custom conversion for you. There are pros and cons to either conversion method.

TSCONV: There are several advantages to using the TSCONV program. It can be used right away. It can be used to convert several sets of Timeslips data into Tabs3. However, there are several disadvantages as well. Timeslips is not very flexible when it comes to exporting data that can be easily converted. This means the TSCONV program was written to convert data that is formatted very specifically. There are no options to customize the TSCONV program to meet the specific needs for your firm.

Custom Conversion: Software Technology has a conversion department that specializes in performing conversions between other billing systems and Tabs3. The main advantage is the ability to customize the conversion to meet the conditions of your data exactly. Disadvantages include scheduling (it may take several weeks before the conversion could be done) as well as cost (costs typically fall in the $1,500 - $2,500 range, depending on how much data there is to convert).

The TSCONV program should only be used if you have been experiencing error free conditions in Timeslips. If you currently have problems with your Timeslips system due to missing or corrupt data, the TSCONV program may behave unpredictably or convert corrupt data into Tabs3. If corruption has occurred, it should be repaired in Timeslips before proceeding with the conversion. If there is data corruption in Tabs3 following the conversion, there will be a charge for Software Technology to evaluate what is wrong with the data and attempt a repair.

Many of the steps involved in converting your Timeslips data into Tabs3 are dependent on which version of Timeslips you currently use. If you are unsure of which Timeslips version is being used, there is an easy way to find out. Start Timeslips and click the Help menu option. The last menu item displayed in the Help box will be either About TSReport..., About Timeslips v9 Level N..., or About Timeslips v10 Level N… (where N is Timeslips level 1, 2, or 3).

About TSReport...: If the last menu item displayed in the Help box is About TSReport..., you are using Timeslips version 6, 7, or 8. To find out which specific version you are using, select About TSReport... and look in the list box. The second line has the version number. It should display something similar to "N6.00", "N7.0" or "N8.0". The first digit displayed (i.e., the 6, 7, or 8) is your Timeslips version number. After verifying the version number, click Done.

About Timeslips v9 Level N...: If the last menu item displayed in the Help box is About Timeslips v9 Level N..., you are using Timeslips Version 9.

About Timeslips v10 Level N...: If the last menu item displayed in the Help box is About Timeslips v10 Level N..., you are using Timeslips Version 10.

About Timeslips v11.x...: If the last menu item displayed is the Help box is About Timeslips v11.x..., you are using Timeslips Version 11.

You need to install System Configuration, Tabs3 Version 11, and TSCONV into a new directory on a local or network drive. Use the following steps to do this:

Note: During the Tabs3 installation in Step 2 below, there is an option to Install Starter Data. You will want to make sure to not install the Starter Data.

1. Install the System Configuration and Tabs3 software. Refer to the Version 11 Installation Instructions for more information about installing the Tabs3 software products.

2. After installation, start Tabs3. You will be taken directly into the Tabs3 Customization program. You must change the Key Type to Alpha. The TSCONV program requires that the Key Type be Alpha. You must select the First Month of Reporting Year. Usually, the fiscal year starts in January, but it can sometimes start in a different month (i.e., April or July). The one other option that must be selected before converting any data is the Receipt Allocation by Invoice option on the Status Defaults tab. Refer to Tabs3 Online Help for information about this option. To use Tabs3 Online Help, click the question mark button at the top of the window, and select the Receipt Allocation by Invoice option (at the top of the list on the bottom of the window). All other Tabs3 Customization options can be set up later at your discretion. Close the Customization window (click Yes when the prompt "Data Has Changed. Do you want to save?" is displayed) and exit Tabs3.

3. Finally, install the TSCONV program. Do the following steps:

1. Before installing the TSCONV program, you need to know where your Timeslips software is installed. To verify where Timeslips is installed, start Timeslips and do the following:

Timeslips versions 6, 7, and 8: From the menu options at the top of the screen, select Help, then About TSReport.... Scroll down the list box until you see an entry for the "Program Directory". Note the path. Click Done.

Timeslips version 9, 10 and 11: From the menu options at the top of the screen, select Help, then About Timeslips v9 Level N..., About Timeslips v10 Level N..., or About Timeslips v11.x.... The "Installation Folder" should be the second item in the list box at the bottom of the window. Note the path. Click Done.

2. Download the TSCONVInst11.exe program from www.Tabs3.com/Support/Utilities, when asked, click Open.
3. Follow the installation instructions. You will be asked for your Timeslips path, enter the path previously noted in Step a in the Path box.
4. Select the version of Timeslips that you are using in the Version box.
5. Click Next>>.
6. Enter the path in which Tabs3 was installed if it is different than the default path shown.
7. Click Next>>.
8. The Setup program will begin the installation process.

Note: The Setup program will install the TSCONV.EXE program into the Tabs3 program directory. It will also install various report templates into your Timeslips directory. If you are using Timeslips version 6, 7, or 8, it will install a file named TSSPECS.DAT (which contains the report templates) into your Timeslips directory. If you are using Timeslips version 9, it will install the CLIENTA.RPT and the WIP.RPT report template files into your Timeslips directory. If you are using Timeslips version 10 or 11, it will install the CLIENTA.RPT, CLIENTB.RPT, and the WIP.RPT report template files into your Timeslips directory.

Note: The Timeslips report templates were created by Software Technology, Inc. for the express purpose of converting your data from Timeslips to Tabs3. We have provided you with the templates to make it easier for you to export the data and to reduce the chance of incorrect data fields being selected if you were to create the templates yourself.

The TSCONV program converts Timeslips data into the following Tabs3 data files:

Timekeepers: This file contains a generated Tabs3 timekeeper number and the Timeslips user nickname only. The file will contain only those Timeslips users that are used in the custom fields (see more information about "Timeslips Custom Fields" in a following section) or from any unbilled slips. After the conversion is complete, you will have to go into each timekeeper record in Tabs3 and add timekeeper initials, names, rates, and levels.

Categories: Since Timeslips doesn’t have a field that can be converted into the Tabs3 category field, a generic category number 1 with a description of "Only Tabs3 Category" will be converted for all clients.

Transaction Codes: This file contains a generated Tabs3 transaction code number and the Timeslips activity nickname only. The file will contain Timeslips activity codes that are used on any unbilled slips. After the conversion is complete, each transaction code will need to be edited by adding codes, rates, and descriptions.

Clients: This file contains the client/matter information from Timeslips including nicknames, client names, address lines, city/state/zip, contact name, "In Reference To" text, and phone numbers.

Note: Tabs3 Client ID’s are converted from Timeslips nicknames.  Since Timeslips nicknames allow spaces and punctuation characters and Tabs3 does not, those characters are stripped from the nickname as they are converted into Tabs3. Also, Timeslips nicknames can be up to 15 characters long while Tabs3 Client ID’s are allowed a maximum of 12 characters. Any Timeslips nicknames longer than 12 characters (after stripping spaces and punctuation) will be truncated.

Duplicate Client ID’s Note: Sometimes, as Timeslips nicknames are stripped of spaces and punctuation and are truncated, multiple clients are left with the same Tabs3 client ID’s. Since all Tabs3 client ID’s must be unique, an algorithm has been devised to eliminate duplicates that occur. When a duplicate is generated, the left-most 8 characters of the client ID are combined with a counter which starts at 1. This new client ID (composed of the 8 characters plus the counter) is converted as the Tabs3 client ID. Multiple duplicates from Timeslips would result in the counter being incremented by 1 for each duplicate found.

Timekeeper Conversion:  Tabs3 Primary, Secondary, and Origination Timekeepers are converted from Timeslips in the following manner:  If the custom "user" field is converted, the information in that field will determine the timekeeper fields in the Tabs3 Client file.  If this field is not converted, is empty, or contains invalid information, the timekeeper fields will be contain timekeeper #1.  

Client Notes: The Timeslips "In Reference To" field is always converted into the Tabs3 work description and is sometimes converted into the client notes. The work description has a 50 character limit while the client notes has a 10,500 character limit. Sometimes the "In Reference To" field exceeds 50 characters. If this occurs, the left-most 50 characters are converted into the work description (truncated after the last word that doesn’t exceed the 50 character limit) and the entire "In Reference To" field is converted into the client notes. If the "In Reference To" field does not exceed 50 characters, it is only converted into the work description.

Accounts Receivable: The Timeslips aged accounts receivable balances are converted into the Tabs3 client ledger file. A separate client ledger record is created for each aged balance, with the date on each record aged according to the date specified when you run the TSCONV program. Since Timeslips doesn’t provide aged balances that are split into fees and costs, each balance converted into Tabs3 is converted as fees only. Furthermore, all fees will be allocated to the timekeeper that is converted as the primary timekeeper for the client.

Example: If a client owes $200, $150 of which was billed 30 days ago and the other was billed 60 days ago, two client ledger records will be created for this client.

Work-In-Process: This file contains the unbilled slips from Timeslips including timekeepers, dates, transaction codes, hours, rates, amounts, statuses, and descriptions.

Timeslips allows you to customize some field labels that are displayed on data entry screens and that print on reports. Some of those fields are specifically referenced in these instructions. The instructions refer to the default field labels, so if some of those labels have been changed, you need to be aware of them.

Timeslips versions 6, 7, and 8: To see the current labels, select Settings from the menu options at the top of the screen, and then select Terminology.... Following is a list of the labels that can be customized, the default labels, and some common alternatives:

Timeslips version 9, 10 and 11: To see the current labels, select Setup from the menu options at the top of the screen, then select General..., and then click the Terminology tab. Following is a list of the labels that can be customized, the default labels, and some common alternatives:

Timeslips has the capability of defining what are known as custom fields. These are fields that can hold any extra data that a firm cares to track per client. The TSCONV program was designed to convert data from two of these custom fields, provided they are available. To see if they are available in Timeslips versions 6, 7, and 8, select Settings from the menu options at the top of the screen, and then select Custom Fields.... To see if they are available in Timeslips versions 10 and 11, select Setup from the menu options at the top of the screen, and then select Custom Fields…. The fields will be on the Client tab.

Note: We were not able to successfully convert any custom fields from Timeslips version 9.

The two desired custom fields are a "User" field (which may have been renamed to Attorney, Controller, Timekeeper, Worker, etc., as described in the "Timeslips Terminology" section above) and an "Open Date" field (sometimes known as an inception date). Look for the text "User:1" (which may also be Timekeeper, Attorney, etc.) in the Type column for the user field and the text "Date" in the Type column for the open date field. If both fields are available, they can be converted. The specific instructions for each version of Timeslips will explain how to actually select these fields for exporting.

Note: If one of the two fields are available and you want to export the data for it, you can "trick" Timeslips into having both fields available. Simply add a new field to the custom fields list for the desired data type. That field will then be available when you export client data, even though you haven’t actually entered any "real" data on each client.

Timeslips Versions 10 and 11 Note: If you plan to convert custom fields from Timeslips Versions 10 or 11, you need to make note of the actual field names that are used. One of the steps in exporting the data requires that you enter the custom field names in the appropriate fields on the report template.

Timeslips versions 7 and 8 have a feature that allows you to "hide" clients if they are considered inactive and you don’t plan to do any more work for them. If you have any Hidden clients, they won’t be converted by the TSCONV program. If you want to convert Hidden clients, they will have to be changed from Hidden to Shown via the following steps:

1. From the menu options at the top of the screen, select Names, then Client Info....
2. Click Hidden.
3. The Hide/Show Client dialog box will be displayed with two list boxes. The list box on the right has a list of all the clients that are Hidden; the list box on the left has a list of all the clients that are not hidden (or Shown).
4. If any clients are listed in the Hidden list box, highlight each client that you want to change from Hidden to Shown and click Mark. If you want to change all Hidden clients to Shown, click All.
5. Click <<Show.
6. Click Done.

Many of the steps involved in converting data from Timeslips to Tabs3 involve running certain programs in Timeslips and following the predetermined steps. When running Timeslips, you will need to log in as a user that has full access to all functions of Timeslips.

1. Generate the following two files from within your Timeslips system. The first file contains client demographic information as well as aged accounts receivable balances. The second file contains unbilled transactions. Please refer to the instructions for each version of Timeslips found later in this document for specific steps about creating these two files.

Note: Refer to the steps for Version 6, Versions 7 & 8,  Version 9,  Version 10, or Version 11 in this document for specific instructions about creating the client export file (which contains client demographics and accounts receivable balances) and WIP export file (which contains unbilled transactions). Both these files must be created before proceeding with the next step.

2. The next step is to run the TSCONV program (select Timeslips to Tabs3 Conversion in the Software Technology group). You will be presented with the Timeslips to Tabs3 Conversion dialog box. You have the following three options to select. After selecting the options, click OK.

Client ID: You have the option of converting Timeslips Client Nickname 1 or Nickname 2 for the Tabs3 Client ID. If either of the nicknames is numeric, you may want to select the appropriate nickname for the Client ID.

Name Search: You have the option of converting Timeslips Client Nickname 1 or Nickname 2 for the Tabs3 Name Search. If either of the nicknames is alphabetical, you may want to select the appropriate nickname for the Name Search.

A/R Date: This date will be used for calculating the appropriate date to use on each Tabs3 client ledger record. You must select the same date that the export files were created from Timeslips in order for the conversion to create accurate client ledger records.

Note: If you have converted the Timeslips data before or are converting another set of Timeslips data into Tabs3, you will be presented with the message "Warning: Tabs3 data already exists. Do you want to delete existing data?". Click Yes if you are converting the same data a second time; otherwise, click No if you are converting another set of Timeslips data into Tabs3. Click Cancel if you are mistakenly running the TSCONV program a second time.

Note: If you click No in response to the "Warning: Tabs3 client data already exists. Do you want to delete existing client data?" message, the following message will be displayed: "Duplicate Client ID’s may be generated. Generate new Client ID’s for duplicate ID’s that are found?". Click Yes if the new set of Timeslips data contains different clients than the original set. Click No if the new set of Timeslips data contains the same clients (but different transactions) than the original set. Click Cancel if you mistakenly clicked No in response to the prior message.

Important: If you clicked No in response to the "Duplicate Client ID’s may be generated. Generate new Client ID’s for duplicate ID’s that are found?" message, all aged accounts receivable balances from the new set of Timeslips data will not be converted.

3. After the TSCONV program has finished executing, check the TSCONV.LOG file for messages and errors that were generated by the TSCONV program. The TSCONV.LOG file is created in the Tabs3 directory. You can look at the TSCONV.LOG file by opening it in Microsoft Notepad or Wordpad or your preferred word processor. You may wish to print the TSCONV.LOG file to preserve a list of the messages it produced.

Note: If errors were generated as a result of double quotation marks, these errors can be corrected in several ways. The error message will indicate whether the error occurred in the Client or WIP file. You can either correct the errors in Timeslips or correct them in Tabs3. If you choose to correct them in Timeslips, you will have to go back to step 1 and reexport the data from Timeslips and rerun the TSCONV program. If you correct the errors in Tabs3, you will have to reenter any missing data caused by the errors.

Note: If you are converting from Timeslips version 9, 10, or 11, some errors in the TSCONV.LOG file may reflect instances where carriage returns have been entered in the In Reference To field. Carriage returns (in addition to extra double quotation marks) will cause the TSCONV program to convert data incorrectly. If it looks like some of the messages in the TSCONV.LOG refer to client ID’s that are really other fields (such as more In Reference To text or an accounts receivable balance), you will have to do the following to correct the error:

1. Open the CLIENTA.TXT file in Microsoft Notepad or Wordpad. If you use Wordpad, be sure to select a Files of type of "Text Documents - MS-DOS Format (*.txt)". Opening the CLIENTA.TXT file in your preferred word processor probably wouldn’t work because the word processor would "word wrap" the long text lines, making it hard to look for the desired data.
2. Scroll down through the file looking for the erroneous client ID’s that are listed in the TSCONV.LOG file. Remember, since Tabs3 client ID’s are converted from Timeslips nicknames, you are really looking for Timeslips nicknames. The first field on each line should contain the Timeslips nickname for each client.
3. If there are any "In Reference To" fields with carriage returns, the rest of the "In Reference To" text (following the carriage return) will continue on the following line. Since the TSCONV program assumes that the text at the beginning of each line is a new Timeslips nickname, it will assume that the text following the carriage return is the next Timeslips client. Keep in mind that there may be multiple carriage returns in a single "In Reference To" field.
4. The Timeslips data can be corrected in one of two ways. Make note of all the Timeslips nicknames that have carriage returns in the "In Reference To" text. You can then go into Timeslips and edit the "In Reference To" fields for each client, making sure to delete all carriage returns. You would then have to repeat Steps 1 (export the data) and 2 (run the TSCONV program).
5. The other way to correct the Timeslips data is to edit the CLIENTA.TXT file directly. When you find a nickname that is really a continuation of a previous record, position the cursor at the end of the previous record and press the Delete key. This will remove the carriage return. After removing all the carriage returns, be sure to save the changes in Microsoft Notepad or Wordpad. You would then have to repeat Step 2 (run the TSCONV program).
4. Start Tabs3. There are some utility programs that need to be executed before doing anything else.
1.  First, you will need to create the Client Ledger Detail files. Click OK to the message prompting you that the Client Ledger Detail files are not present. Then click Yes to disable the Rebuild warning.  Then click the Utilities menu option at the top of the Tabs3 window, and then select Rebuild Client Ledger Detail. Click No when prompted "Would you like to back up your data first?". Select the "Both" option in the Files to Rebuild box. Then, click OK.  You will receive a warning message, click Yes.  
2. Click the Utilities menu option, and then select Rebuild Receipt Allocation. Click No when prompted "Would you like to back up your data first?". Click OK.
3. Click the Utilities menu option, and then select Data File Integrity Check. Click OK. This program will check if there were any errors from the conversion. Please refer to the Tabs3 online help for instructions about any errors and how to correct them.
5. After running the utility programs, we recommend you perform data verification between Timeslips and Tabs3. Run a Client List to compare client information, a Detail A/R Report to compare accounts receivable balances, and a Transaction File List to compare unbilled transaction totals.
6. After verifying information between Tabs3 and Timeslips, don’t forget to edit individual Timekeepers (add initials, names, rates, and levels), Categories (add categories for the kinds of law you practice), and Transaction Codes (add codes, rates, and descriptions) in Tabs3.

1. From the menu options at the top of the Timeslips window, select File, then Export, then 1 Client....
2. Click Select....
1. Click Names....
1. Click All.
2. Click OK.
3. The text next to Names... should now be set to "All are selected".
2. Click Custom Fields....
1. Click the first custom field in the Custom Fields list box.
2. Do one of the following:
1. If the custom field is a date field, click the Calendar button next to the Starting date box. Select "All" from the Apply this rule drop-down box. Click OK (in the Date Range box). Both the Starting date and Ending date boxes should now be blank.
2. If 4 buttons (Mark, Unmark, All, None) appear at the bottom of the window, click All.
3. Repeat steps 1 and 2 for all custom fields in the Custom Fields list box.
4. Click OK.
5. The text next to the Custom Fields... button should now be set to "All are selected".
3. Click OK.
3. Click Sort....
1. Select "Client" from the Sort By drop-down box.
2. Make sure the Then Sort By drop-down box is blank.
3. Select "None" from the Page break drop-down box.
4. Make sure the Total all Projects check box is not checked.
5. Click OK.
4. Client Template....
1. Select "Detail" from the Style drop-down box.
2. Click Retrieve.
1. You should be presented with 2 choices. Select either the "CLIENTA" template or the "CLIENTB" template, depending on how you have your Timeslips custom fields set up. Refer to the previous section titled "Timeslips Custom Fields" for more information about the custom fields. If you don’t plan to convert any custom fields, select "CLIENTA". Otherwise, if you plan to convert a user custom field and a date custom field, select "CLIENTB".
2. Click OK (in the Retrieve a Template Window).
3. If you selected the "CLIENTB" template, do the following:
1. Scroll down to the end of the fields in the "Field/Format" list box.
2. Check to see if the first "Custom Fields" line (the 2nd line from the bottom) contains a user field in the "Format" column. If it does not, select the desired user field from the Format drop-down box and click Accept.
3. Check to see if the second "Custom Fields" line (the last line) contains a date field in the "Format" column. If it does not, select the desired date field from the Format drop-down box and click Accept.
4. Click OK.
5. Click Export.
1. Enter either "CLIENTA.TXT" (if you are using the CLIENTA template) or "CLIENTB.TXT" (if you are using the CLIENTB template) in the File Name box.
2. Make sure to select the drive (in the Drives list box) and file path (in the Directories list box) to which you installed Tabs3. If you do not, you will have to manually copy the CLIENTA.TXT or CLIENTB.TXT files into the Tabs3 directory after it has been created.
3. Click OK.
6. After the report is done exporting, close the Export window.
7. Now, proceed to create the WIP Export File.

1. From the menu options at the top of the Timeslips window, select File, then Export, then Slips....
2. Click Select....
1. Make sure the Starting date and Ending date boxes are blank.
2. Make sure the Slip number and Through slip boxes are blank.
3. Make sure the Invoice # and Through boxes are blank.
4. Click User....
1. Click All.
2. Click OK.
3. The text next to the User... button should now be set to "All are selected".
5. Click Client....
1. Click All.
2. Click OK.
3. The text next to Client... should now be set to "All are selected".
6. Click Activity....
1. Click All.
2. Click OK.
3. The text next to Activity... should now be set to "All are selected".
7. Click Custom Fields....
1. Click the first custom field in the Custom Fields list box.
2. Do one of the following:
1. If the custom field is a date field, click the Calendar button next to the Starting date box. Select "All" from the Apply this rule drop-down box. Click OK (in the Date Range box). Both the Starting date and Ending date boxes should now be blank.
2. If 4 buttons (Mark, Unmark, All, None) appear at the bottom of the window, click All.
3. Repeat steps 1 and 2 for all custom fields in the Custom Fields list box.
4. Click OK.
5. The text next to Custom Fields... should now be set to "All are selected".
8. Make sure the Reference box is blank.
9. Make sure the Rate source box is set to "All".
10. Make sure the at level box is set to "All".
11. In the Slip Status group (each check box can have 3 possible values - they can be checked, unchecked, or shaded):
1. Make sure the Billed check box is unchecked.
2. Make sure the Repeat check box is shaded.
3. Make sure the Add to FF check box is shaded.
4. Make sure the Exported check box is shaded.
5. Make sure the Closed check box is unchecked.
12. In the Billing Status group (each check box can have 2 possible values - they can be either checked or unchecked):
1. Make sure the Billable check box is checked.
2. Make sure the Do Not Bill check box is checked.
3. Make sure the No Charge check box is checked.
4. Make sure the Summary check box is checked.
5. Make sure the Hold check box is checked.
13. Click Hours and Dollars....
1. Make sure the Hours from and Hours through boxes are set to "0:00:00".
2. Make sure the Dollars from and Dollars through boxes are set to "0.00".
3. Make sure the at the drop-down box is set to "Disregard rate".
4. Click OK.
5. The text next to Hours and Dollars... should now be set to "Without regard to hours or dollars".
14. Click Variance....
1. Make sure the Time spent drop-down box is set to "disregard".
2. Make sure the Time estimated by drop-down box is set to "disregard".
3. Make sure the time field box is set to "0:00:00".
4. Click OK.
5. The text next to Variance... should now be set to "Without regard to variance".
15. Click OK.
3. Click Sort....
1. Click Clear.
2. Click New.
3. Select "Client" in the Sort by drop-down box.
4. Select "Ascending" in the Order drop-down box.
5. Select "No" in the Subtotal drop-down box.
6. Click Accept.
7. Click OK.
4. Click Options....
1. Make sure the Apply rounding from Client box is not checked.
2. Make sure the Show variance if no estimated time box is not checked.
3. Make sure the Translate Reference from code to description box is not checked.
4. Click OK.
5. Click Template....
1. Select "Detail" from the Style drop-down box.
2. Click Retrieve.
1. Click "WIP" in the list box (it should be the only selection available).
2. Click OK (in the Retrieve a Template Window).
3. Click OK.
6. Make sure the Hand select slips box is not checked.
7. Make sure the Mark as exported box is not checked.
8. Click Export.
1. Enter "WIP.TXT" in the File Name box.
2. Make sure to select the drive (in the Drives list box) and file path (in the Directories list box) to which you installed Tabs3. If you do not, you will have to manually copy the WIP.TXT file into the Tabs3 directory after it has been created.
3. Make sure the Insert field names at the start of the file box is not checked.
4. Click OK.
9. After the report is done exporting, close the Export window.
10. Now, go back to the General Procedures section and resume with step 2.

1. From the menu options at the top of the Timeslips window, select File, then Export, then 1 Client....
2. Click Select....
1. Click Names....
1. Click All.
2. Click OK.
3. The text next to Names... should now be set to "All are selected".
2. Click Custom Fields....
1. Click the first custom field in the Custom Fields list box.
2. Do one of the following:
1. If the custom field is a date field, click the Calendar button next to the Starting date box. Select "All" from the Apply this rule drop-down box. Click OK (in the Date Range box). Both the Starting date and Ending date boxes should now be blank.
2. If 4 buttons (Mark, Unmark, All, None) appear at the bottom of the window, click All.
3. Repeat steps 1 and 2 for all custom fields in the Custom Fields list box.
4. Click OK.
5. The text next to Custom Fields... should now be set to "All are selected".
3. Click OK.
3. Click Sort....
1. Select "Client" from the Sort By drop-down box.
2. Make sure the first Then Sort By drop-down box is blank.
3. Make sure the second Then Sort By drop-down box is blank.
4. Select "None" from the Page break drop-down box.
5. Make sure the Total all Projects check box is not checked.
6. Click OK.
4. Click the Template... button
1. Select "Detail" from the Style drop-down box
2. Click Retrieve.
1. You should be presented with 2 choices. Select either the "CLIENTA" template or the "CLIENTB" template, depending on how you have your Timeslips custom fields set up. Refer to the previous section titled "Timeslips Custom Fields" for more information about the custom fields. If you don’t plan to convert any custom fields, select "CLIENTA". Otherwise, if you plan to convert a user custom field and a date custom field, select "CLIENTB".
2. Click OK (in the Retrieve a Template Window).
3. If you selected the "CLIENTB" template, do the following:
1. Scroll down to the end of the fields in the "Field/Format" list box.
2. Check to see if the first "Custom Fields" line (the 2nd line from the bottom) contains a user field in the "Format" column. If it does not, select the desired user field from the Format drop-down box and click Accept.
3. Check to see if the second "Custom Fields" line (the last line) contains a date field in the "Format" column. If it does not, select the desired date field from the Format drop-down box and click Accept.
4. Click OK.
5. Click Export.
1. Enter either "CLIENTA.TXT" (if you are using the CLIENTA template) or "CLIENTB.TXT" (if you are using the CLIENTB template) in the File Name box.
2. Make sure to select the drive (in the Drives list box) and file path (in the Directories list box) to which you installed Tabs3. If you do not, you will have to manually copy the CLIENTA.TXT or CLIENTB.TXT files into the Tabs3 directory after it has been created.
3. Click OK.
6. After the report is done exporting, close the Export window.
7. Now, proceed to create the WIP Export File.

1. From the menu options at the top of the Timeslips window, select File, then Export, then Slips...
2. Click Select....
1. Make sure the Starting date and Ending date boxes are blank.
2. Make sure the Slip number and Through slip boxes are blank.
3. Make sure the Invoice # and Through boxes are blank.
4. Click User....
1. Click All.
2. Click OK.
3. The text next to User... should now be set to "All are selected".
5. Click Client....
1. Click All.
2. Click OK.
3. The text next to Client... should now be set to "All are selected".
6. Click Activity....
1. Click All.
2. Click OK.
3. The text next to Activity... should now be set to "All are selected".
7. Click Custom Fields....
1. Click on the first custom field in the Custom Fields list box.
2. Do one of the following:
1. If the custom field is a date field, click the Calendar button next to the Starting date box. Select "All" from the Apply this rule drop-down box. Click OK (in the Date Range box). Both the Starting date and Ending date boxes should now be blank.
2. If 4 buttons (Mark, Unmark, All, None) appear at the bottom of the window, click All.
3. Repeat steps 1 and 2 for all custom fields in the Custom Fields list box.
4. Click OK.
5. The text next to Custom Fields... should now be set to "All are selected".
8. Make sure the Reference box is blank.
9. Make sure the Rate source box is set to "All".
10. Make sure the at level box is set to "All".
11. In the Slip Status group (each check box can have 3 possible values - they can be checked, unchecked, or shaded):
1. Make sure the Billed check box is unchecked.
2. Make sure the Repeat check box is shaded.
3. Make sure the Add to FF check box is shaded.
4. Make sure the Exported check box is shaded.
5. Make sure the Closed check box is unchecked.
6. Make sure the Bookmark check box is shaded.
12. In the Billing Status group (each check box can have 2 possible values - they can be either checked or unchecked):
1. Make sure the Billable check box is checked.
2. Make sure the Do Not Bill check box is checked.
3. Make sure the No Charge check box is checked.
4. Make sure the Summary check box is checked.
5. Make sure the Hold check box is checked.
13. Click Hours and Dollars....
1. Make sure the Hours from and Hours through boxes are set to "0:00:00".
2. Make sure the Dollars from and Dollars through boxes are set to "0.00".
3. Make sure the at the drop-down box is set to "Disregard rate".
4. Click OK.
5. The text next to Hours and Dollars... should now be set to "Without regard to hours or dollars".
14. Click Variance....
1. Make sure the Time spent drop-down box is set to "disregard".
2. Make sure the Time estimated by drop-down box is set to "disregard".
3. Make sure the time field box is set to "0:00:00".
4. Click OK.
5. The text next to Variance... should now be set to "Without regard to variance".
15. Click OK.
3. Click Sort....
1. Click Clear.
2. Click New.
3. Select "Client" in the Sort by drop-down box.
4. Select "Ascending" in the Order drop-down box.
5. Select "No" in the Subtotal drop-down box.
6. Click Accept.
7. Click OK.
4. Click Options....
1. Make sure the Apply rounding from Client box is not checked.
2. Make sure the Show variance if no estimated time box is not checked.
3. Make sure the Translate Reference from code to description box is not checked.
4. Click OK.
5. Click Template....
1. Select "Detail" from the Style drop-down box.
2. Click Retrieve.
1. Click on "WIP" in the list box (it should be the only selection available.
2. Click OK (in the Retrieve a Template Window).
3. Click OK.
6. Make sure the Hand select slips box is not checked.
7. Make sure the Mark as exported box is not checked.
8. Click Export.
1. Enter "WIP.TXT" in the File Name box.
2. Make sure to select the drive (in the Drives list box) and file path (in the Directories list box) to which you installed Tabs3. If you do not, you will have to manually copy the WIP.TXT file into the Tabs3 directory after it has been created.
3. Make sure the Insert field names at the start of the file box is not checked.
4. Click OK.
9. After the report is done exporting, close the Export window.
10. Now, go back to the General Procedures section and resume with step 2.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Client tab.
2. Double click "Listing User Defined" in the Description column. (This may also be the "Client Detail from Report Designer" button.)
3. Click the Selection tab.
1. In the Selected filters group, click on each item in the list and then click << Remove until there are no items in the Selected filters group.
2. Make sure to select "Client" in the drop-down list under the Available filters group.
3. Select Nickname 1 in the list box in the Available filters group.
4. Click Add >>.
5. The Filter for Nickname 1 dialog box will be displayed.
1. Select "text" in the The field contains drop-down box.
2. Click OK.
4. Click the Sorting tab.
1. In the Selected sort keys group, click on each item in the list and then click on << Remove until there are no items in the Selected sort keys group.
2. Make sure to select "Client" in the drop-down list under the Available sort keys group.
3. Select "Nickname 1" in the list box in the Available sort keys group.
4. Click Add >>.
5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
5. Click the Formats tab.
1. Click the gray unmarked button on the "Report template file path" line of the right side of the Settings column.
2. The Select Report Template dialog box will be displayed.
1. Select the path in which the "CLIENTA.RPT" file was installed when the TSCONV program was installed.
2. Click on the "CLIENTA.RPT" file.
3. Click Open.
3. Make sure the Settings column for the "Show Section Criteria" row is set to "No".
4. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
5. Click on the drop-down button next to the Print to field at the bottom of the window.
1. Select the "File - comma delimited (CSV)" option.
6. Click Print. The Save as window will be displayed.
1. In the Save in field, select the drive and file path where Tabs3 is installed.
2. Enter the text "CLIENTA.TXT" in the File Name field.
3. Make sure "Comma Separated Files" is selected in the Save as type field.
4. Make sure the Export Column Titles check box is cleared.
5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
6. Make sure "MM/DD/YY" is selected in the Date Format field.
7. Make sure "AM/PM - Default" is selected in the Time Format field.
8. Make sure "Default" is selected in the Duration Format field.
9. Make sure "0/1 - Default" is selected in the Boolean Format field.
10. Click Save. The client date will be exported
6. Close the Set Up Report window.
1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
7. Now, proceed to create the WIP Export File.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Slips tab.
2. Double click "Listing User Defined" in the Description column. (This may also be the "Slip Detail from Report Designer" button.)
3. Click the Selection tab.
1. In the Selected filters group, click on each item in the list and then click << Remove until there are no items in the Selected filters group.
2. Make sure to select "Slip" in the drop-down list under the Available filters group.
3. Select "Billed" in the list box under the Available filters group.
4. Click Add >>.
5. The Filter for Billed dialog box will be displayed.
1. Select the No option.
2. Click OK.
4. Click the Sorting tab.
1. In the Selected sort keys group, click on each item in the list and then click << Remove until there are no items in the Selected sort keys group.
2. Make sure to select "Client" in the drop-down list under the Available sort keys group.
3. Select "Nickname 1" in the list box in the Available sort keys group.
4. Click Add >>.
5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
6. Make sure the Subtotal column in the Selected sort keys group is set to "No".
5. Click the Options tab.
1. Make sure the Settings column for the "Apply Client rounding" line is set to "No".
6. Click the Formats tab.
1. Click the gray unmarked button on the "Report template file path" line of the right side of the Settings column.
2. The Select Report Template dialog box will be displayed.
1. Select the path in which the "WIP.RPT" file was installed when the TSCONV program was installed.
2. Click on the "WIP.RPT" file.
3. Click Open.
3. Make sure the Settings column for the "Show Section Criteria" row is set to "No".
4. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
5. Click on the drop-down button next to the Print to field at the bottom of the window.
1. Select the "File - comma delimited (CSV)" option.
6. Click Print.
1. In the Save in field, select the drive and file path where Tabs3 is installed.
2. Enter the text "WIP.TXT" in the File Name field.
3. Make sure "Comma Separated Files" is selected in the Save as type field.
4. Make sure the Export Column Titles check box is cleared.
5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
6. Make sure "MM/DD/YY" is selected in the Date Format field.
7. Make sure "AM/PM - Default" is selected in the Time Format field.
8. Make sure "H:MM" is selected in the Duration Format field.
9. Make sure "0/1 - Default" is selected in the Boolean Format field.
10. Click Save. The work-in-process will be exported.
11. After the report is finished exporting, the Exported slips dialog box will be displayed. Select "No" in response to the question "Should slips be marked as exported?".
7. Close the Set Up Report window.
1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
8. Now, go back to the General Procedures section and resume with step 2.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Client tab.
2. Double-click "Client Detail from Report Designer" in the Report Type column. The Set Up Report window will be displayed.
3. Click the Selection tab.
1. In the Selected filters group, click on each item in the list and then click << Remove until there are no items in the Selected filters group.
2. Make sure to select "Client" in the drop-down list under the Available filters group.
3. Select Nickname 1 in the list box in the Available filters group.
4. Click Add >>.
5. The Filter for Nickname 1 dialog box will be displayed.
1. Select "text" in the The field contains drop-down box.
2. Click OK.
4. Click the Sorting tab.
1. In the Selected sort keys group, click on each item in the list and then click << Remove until there are no items in the Selected sort keys group.
2. Make sure to select "Client" in the drop-down list under the Available sort keys group.
3. Select "Nickname 1" in the list box in the Available sort keys group.
4. Click Add >>.
5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
5. Click the Formats tab.
1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
2. The Select Report Template dialog box will be displayed.
1. Select the path in which the "CLIENTA.RPT" and "CLIENTB.RPT" files were installed when the TSCONV program was installed.
2. If you don’t plan to convert custom fields, select the "CLIIENTA.RPT" file. If you plan to convert custom fields (see the "Timeslips Custom Fields" section for more information about custom fields), select the "CLIENTB.RPT" file.
3. Click Open.
4. If you selected the "CLIENTB.RPT" file, do the following steps. Otherwise, skip to step c. 
1. You need to run the Timeslips Report Designer. This program is found in the same program group as the Timeslips program. The name associated with the icon should be Report Designer.
2. From the menu options at the top of the Report Designer window, select File, and then Open.
3. Select the "CLIENTB.RPT" file (in the path in which the "CLIENTB.RPT" file was installed when the TSCONV program was installed).
4. Click Open. You should see three rows on the screen. The first and third rows, which contain one field each, are not referenced in these instructions. The remaining steps pertain to the second row.
5. Click the text "Nickname 1" (in column 1) in the second row.
6. Press the right arrow key until you reach the text "Custom Field" (in column 22). There are two fields with the text "Custom Field" side by side (in columns 22 and 23). Make sure the left-most "Custom Field" (in column 22) is selected.
7. Double-click the text "Custom Field". The Format for Custom Field box will be displayed.
8. Change the text in the Label box to be the name of the user field as noted from the "Timeslips Custom Fields" section above.
9. Select the Text/List tab.
10. Make sure the Auto option is selected.
11. Click OK.
12. Press the right arrow key once. The other "Custom Field" (in column 23) should be selected.
13. Double-click the text "Custom Field". Again, the Format for Custom Field box will be displayed.
14. Change the text in the Label box to be the name of the date field as noted from the "Timeslips Custom Fields" section above.
15. Select the Date tab.
16. Make sure the Short USA format (MM/DD/YY) option is selected.
17. Click OK.
18. From the menu options at the top of the Report Designer window, select File, and then Save.
19. Select File, and then Exit. The Timeslips Report Designer program will be closed.
20. Go back to the Timeslips program. The Set Up Report window should still be open on the Formats tab with the "Report template file path" line highlighted.
3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
5. Click on the drop-down button next to the Print to field at the bottom of the window.
1. Select the "File - comma delimited (CSV)" option.
6. Click Print. The Save as window will be displayed.
1. In the Save in field, select the drive and file path where Tabs3 is installed.
2. Enter either "CLIENTA.TXT" (if you are using the CLIENTA template) or "CLIENTB.TXT" (if you are using the CLIENTB template) in the File Name field.
3. Make sure "Comma Separated Files" is selected in the Save as type field.
4. Make sure the Export Column Titles check box is cleared.
5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
6. Make sure "MM/DD/YY" is selected in the Date Format field.
7. Make sure "AM/PM - Default" is selected in the Time Format field.
8. Make sure "Default" is selected in the Duration Format field.
9. Make sure "0/1 - Default" is selected in the Boolean Format field.
10. Click Save. The client data will be exported.
6. Close the Set Up Report window.
1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
7. Now, proceed to create the WIP Export File.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Slips tab.
2. Double-click "Slip Detail from Report Designer" in the Report Type column.
3. Click the Selection tab.
1. In the Selected filters group, click on each item in the list and then click << Remove until there are no items in the Selected filters group.
2. Make sure to select "Slip" in the drop-down list under the Available filters group.
3. Select "Billed" in the list box in the Available filters group.
4. Click Add >>.
5. The Filter for Billed dialog box will be displayed.
1. Select the No option.
2. Click OK.
4. Click the Sorting tab.
1. In the Selected sort keys group, click on each item in the list and then click << Remove until there are no items in the Selected sort keys group.
2. Make sure to select "Client" in the drop-down list under the Available sort keys group.
3. Select "Nickname 1" in the list box in the Available sort keys group.
4. Click Add >>.
5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
6. Make sure the Subtotal column in the Selected sort keys group is set to "No".
5. Click the Options tab.
1. Make sure the Settings column for the "Apply Client rounding" line is set to "No".
6. Click the Formats tab.
1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
2. The Select Report Template dialog box will be displayed.
1. Select the path in which the "WIP.RPT" file was installed when the TSCONV program was installed.
2. Click on the "WIP.RPT" file.
3. Click Open.
3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
5. Click on the drop-down button next to the Print to field at the bottom of the window.
1. Select the "File - comma delimited (CSV)" option.
6. Click Print. The Save as window will be displayed.
1. In the Save in field, select the drive and file path where Tabs3 is installed.
2. Enter the text "WIP.TXT" in the File Name field.
3. Make sure "Comma Separated Files" is selected in the Save as type field.
4. Make sure the Export Column Titles check box is cleared.
5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
6. Make sure "MM/DD/YY" is selected in the Date Format field.
7. Make sure "AM/PM - Default" is selected in the Time Format field.
8. Make sure "H:MM" is selected in the Duration Format field.
9. Make sure "0/1 - Default" is selected in the Boolean Format field.
10. Click Save. The work-in-process will be exported.
11. After the report is finished exporting, the Exported slips dialog box will be displayed. Select "No" in response to the question "Do you want to mark the slips as exported?".
7. Close the Set Up Report window.
1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
8. Now, go back to the General Procedures section and resume with step 2.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Client tab.
2. Double-click "Client Detail from Report Designer" in the Report Type column. The Report Entry window will be displayed.
3. Click the Selection tab.
   1. In the Selected filters group, click the Look For tab.
   2. If there are any items listed, select each item and click < until there are no items remaining.
   3. In the Selected filters group, click the Or tab.
   4. If there are any items listed, select each item and click < until there are no items remaining.
   5. In the Selected filters group, click the Look For tab again.
   6. Make sure to select "Client" in the Filter groups drop-down list in the Available filters group.
   7. Select Nickname 1 in the Filters list box in the Available filters group.
   8. Click >.
   9. The Filter for Nickname 1 dialog box will be displayed.
      1. Select "text" in the The field contains drop-down box.
      2. Click OK.
4. Click the Sorting tab.
   1. In the Selected sort keys group, select each item in the list and then click < until there are no items in the Selected sort keys group.
   2. Make sure to select "Client" in the Sort groups drop-down list in the Available sort keys group.
   3. Select "Nickname 1" in the Sorts list box in the Available sort keys group.
   4. Click >.
   5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
5. Click the Formats tab.
   1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
   2. The Select Report Template dialog box will be displayed.
      1. Select the path in which the "CLIENTA.RPT" and "CLIENTB.RPT" files were installed when the TSCONV program was installed.
      2. If you don’t plan to convert custom fields, select the "CLIENTA.RPT" file. If you plan to convert custom fields (see the "Timeslips Custom Fields" section for more information about custom fields), select the "CLIENTB.RPT" file.
      3. Click Open.
      4. If you selected the "CLIENTB.RPT" file, do the following steps. Otherwise, skip to step c.
         1. You need to run the Timeslips Report Designer. This program is found in the same program group as the Timeslips program. The name associated with the icon should be Report Designer.
         2. From the menu options at the top of the Report Designer window, select File, and then Open.
         3. Select the "CLIENTB.RPT" file (in the path in which the "CLIENTB.RPT" file was installed when the TSCONV program was installed).
         4. Click Open. You should see three rows on the screen. The first and third rows, which contain one field each, are not referenced in these instructions. The remaining steps pertain to the second row.
         5. Scroll the window to the right using the horizontal scroll button at the bottom of the Report Designer window until the last 2 fields in columns 22 and 23 are visible.
         6. Double-click the text "Custom Field" in column 22. The Format for Custom Field box will be displayed.
         7. Change the text in the Label box to be the name of the user field as noted from the "Timeslips Custom Fields" section above.
         8. Select the Text/List tab.
         9. Make sure the Auto option is selected.
         10. Click OK.
         11. Double-click the text "Custom Field" in column 23. Again, the Format for Custom Field box will be displayed.
         12. Change the text in the Label box to be the name of the date field as noted from the "Timeslips Custom Fields" section above.
         13. Select the Date tab.
         14. Make sure the Short USA format (MM/DD/YY) option is selected.
         15. Click OK.
         16. From the menu options at the top of the Report Designer window, select File, and then Save.
         17. Select File, and then Exit. The Timeslips Report Designer program will be closed.
         18. Go back to the Timeslips program. The Set Up Report window should still be open on the Formats tab with the "Report template file path" line highlighted.
   3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
   4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
   5. Click on the drop-down button next to the Print to field at the bottom of the window.
      1. Select the "File - comma delimited (CSV)" option.
   6. Click Print. The Save as window will be displayed.
      1. In the Save in field, select the drive and file path where Tabs3 is installed.
      2. Enter either "CLIENTA.TXT" (if you are using the CLIENTA template) or "CLIENTB.TXT" (if you are using the CLIENTB template) in the File Name field.
      3. Make sure "Comma Separated Files" is selected in the Save as type field.
      4. Make sure the Export Column Titles check box is cleared.
      5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
      6. Make sure "MM/DD/YY" is selected in the Date Format field.
      7. Make sure "AM/PM - Default" is selected in the Time Format field.
      8. Make sure "Default" is selected in the Duration Format field.
      9. Make sure "0/1 - Default" is selected in the Boolean Format field.
      10. Click Save. The client data will be exported
6. Close the Set Up Report window.
   1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
7. Now, proceed to create the WIP Export File.

1. From the menu options at the top of the Timeslips window, select Reports, then Reports, then the Slips tab.
2. Double-click "Slip Detail from Report Designer" in the Report Type column.
3. Click the Selection tab.
   1. In the Selected filters group, click the Look for tab.
   2. If there are any items listed, select each item and click < until there are no items remaining.
   3. In the Selected filters group, click the Or tab.
   4. If there are any items listed, select each item and click < until there are no items remaining.
   5. In the Selected filters group, click the Look for tab again.
   6. Make sure to select "Slip" in the Filter groups drop-down list in the Available filters group.
   7. Select "Billed" in the Filters list box in the Available filters group.
   8. Click >.
   9. The Filter for Billed dialog box will be displayed.
      1. Select the No option.
      2. Click OK.
4. Click the Sorting tab.
   1. In the Selected sort keys group, select each item in the list and then click < until there are no items in the Selected sort keys group.
   2. Make sure to select "Client" in the Sort groups drop-down list in the Available sort keys group.
   3. Select "Nickname 1" in the Sorts list box in the Available sort keys group.
   4. Click >.
   5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
   6. Make sure the Subtotal column in the Selected sort keys group is set to "No".
5. Click the Options tab.
   1. Make sure the Settings column for the "Apply Client rounding" line is set to "No".
6. Click the Formats tab.
   1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
   2. The Select Report Template dialog box will be displayed.
      1. Select the path in which the "WIP.RPT" file was installed when the TSCONV program was installed.
      2. Click on the "WIP.RPT" file.
      3. Click Open.
   3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
   4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
   5. Click on the drop-down button next to the Print to field at the bottom of the window.
      1. Select the "File - comma delimited (CSV)" option.
   6. Click Print. The Save as window will be displayed.
      1. In the Save in field, select the drive and file path where Tabs3 is installed.
      2. Enter the text "WIP.TXT" in the File Name field.
      3. Make sure "Comma Separated Files" is selected in the Save as type field.
      4. Make sure the Export Column Titles check box is cleared.
      5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
      6. Make sure "MM/DD/YY" is selected in the Date Format field.
      7. Make sure "AM/PM - Default" is selected in the Time Format field.
      8. Make sure "H:MM" is selected in the Duration Format field.
      9. Make sure "0/1 - Default" is selected in the Boolean Format field.
      10. Click Save. The work-in-process will be exported.
      11. After the report is finished exporting, the Exported slips dialog box will be displayed. Select "No" in response to the question "Do you want to mark the slips as exported?".
7. Close the Set Up Report window.
   1. Click Yes if the message "Do you want to save the changes you made to this Report Definition?" is displayed.
8. Now, go back to the General Procedures section and resume with step 2.