Taskbill Integration Requirements for
TABS III and Envision
This document provides technical information about how to set up TABS III in order to facilitate the export of information to the format required by Envision. Please review this document carefully before attempting to export data for Envision matters.
Task Based Billing
The Task Based Billing Client check box must be selected in TABS III for all Envision matters. This option is found on the Status tab in the client data entry program in TABS III. Selecting this option will force you to enter task codes instead of transaction codes when entering work-in-process for Envision matters.
Costs Note: When entering costs in TABS III, you are required to enter both the Phase/Task code and the Expense code. However, the TASKBILL program exports the Expense code only.
Special Fields
There are several fields required for Envision that are not in TABS III. The fields are the Account Number and Case Name. During configuration, you are given the choice of where to store these fields in the TABS III client file. Available locations include the work description (Case Name only), miscellaneous lines 1-3, beginning statement notes lines 1-4, ending statement notes line 1-4, and client notes lines 1-150. You will have to make sure to set up all of your Envision matters the same way so none of the fields are missing in the electronic data file for any individual matters.
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