This document provides technical information about how to set up Tabs3 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.

The Task Based Billing Client check box must be selected in Tabs3 for all Envision matters. This option is found on the Setup tab in the client data entry program in Tabs3. Selecting this option will force you to enter task codes instead of transaction codes when entering work-in-process for Envision matters.

There are several fields required for Envision that are not in Tabs3. The fields are the Account Number and Case Name. During configuration, you are given the choice of where to store these fields in the Tabs3 client file. The following table includes a list of available locations. 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.

Note: Although you can use any of the following locations to store the special fields, we recommend you use Custom Fields for all of the special fields. However, if you configured clients prior to Version 11 (when Custom Fields were not available), it is not necessary to change all of the matters to use Custom Fields to store the information.

2003/08