Ideal Online Documentation

14277 T/B MAINTENANCE
TB4-04 Definition Maintenance

 

PURPOSE

 

The definition maintenance program allows you to create custom reports of your time billing transaction data files. You may define reports in whatever way you choose to present data in a meaningful and informative manner.

 

Definition Maintenance is access from:

  • Time Billing Reports menu.

 

PROCEDURE

 

Select Definition Maintenance from the Time Billing Reports menu. The definition maintenance screen displays.

 

CUSTOM REPORTS DEFINITION MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│01/28/07                          IdeaLaw Ltd.                                  â”‚
│                     CUSTOM REPORTS DEFINITION MAINTENANCE                      â”‚
│                                                                                â”‚
│     REPORT CODE:   ________                                                    â”‚
│  1. REPORT NAME                                                                â”‚
│                                                                                â”‚
│         HEADING 1       HEADING 2       FIELDS          DIGITS  DECIMAL (Y/N?) â”‚
│                                                                                â”‚
│  2.                                                                            â”‚
│  3.                                                                            â”‚
│  4.                                                                            â”‚
│  5.                                                                            â”‚
│  6.                                                                            â”‚
│  7.                                                                            â”‚
│  8.                                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER THE REPORT CODE.                                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
REPORT CODE:
ENTER THE REPORT CODE.

 

Enter code of report to access or create.

 

To add a new code see ADD A REPORT. To view or modify an existing code see MODIFY AN EXISTING REPORT.

 

 

[F2] to scan reports for selection.

 

[F5] to display list of custom reports for selection.

 


ADD A REPORT

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING REPORT

 

If you enter an existing code you will be prompted whether or not you wish to modify or delete the report:

 

** 'M'=MODIFY; 'D'=DELETE; CR TO CONTINUE:

 

[Enter] to clear display and return to REPORT CODE field.

 

"M" to modify fields.

 

** CORRECTION NUMBER (ENTER TO CONTINUE):

 

Enter number of field to modify.

 

See FIELDS below. Once you have modified the field data press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to finish.

 

 

[Enter] for field modification complete.

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update file.

 

You are returned to the REPORT CODE field.

 

 

[F2] to make additional modifications to fields.

 

You are returned to the CORRECTION NUMBER prompt.

 

 

[F4] to cancel all changes and return to REPORT CODE field.


"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Custom Reports Definition Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/28/07                          IdeaLaw Ltd.                                  â”‚
│                     CUSTOM REPORTS DEFINITION MAINTENANCE                      â”‚
│                                                                                â”‚
│     REPORT CODE:   GENL1                                                       â”‚
│  1. REPORT NAME    GENERAL REPORT 1                                            â”‚
│                                                                                â”‚
│         HEADING 1       HEADING 2       FIELDS          DIGITS  DECIMAL (Y/N?) â”‚
│                                                                                â”‚
│  2.     BILLABLE        HOURS           00                  5          Y       â”‚
│  3.     NON-BILL        HOURS           01                  5          Y       â”‚
│  4.     BILLED          FEES            07                  6          Y       â”‚
│  5.     BILLED          DISB            08                  6          Y       â”‚
│  6.     PAYMENTS        RECV'D          06                  6          Y       â”‚
│  7.     A/R             BAD DEBTS       12-13               6          Y       â”‚
│  8.     A/R             WRITEOFFS       14                  6          Y       â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M'=MODIFY; 'D'=DELETE; CR TO CONTINUE: _                                    â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

REPORT CODE

 

Enter code of report to access or create.

 

You can enter up to 8 alpha/numeric characters. If you enter a code which is not in the system you will be prompted whether or not you wish to add a new code (see ADD A REPORT). If you enter an existing code you will be prompted whether or not you wish to modify or delete the report (see MODIFY AN EXISTING REPORT).

 

 

[F4] to exit to menu.

 

[F5] to display list of custom reports for selection.

 

1. REPORT NAME

 

Enter a descriptive name for report.

 

You can enter up to 25 alpha/numeric characters.

 

 

HEADING 1

 

Enter first field heading.

 

You can enter up to 15 alpha/numeric characters. This heading will show above the second heading.

 

 

[F3] to return to the previous field.

 

[F5] to display list of reporting fields for selection.


HEADING 2

 

Enter second field heading.

 

You can enter up to 15 alpha/numeric characters.

 

 

[F3] to return to the previous field.

 

[F5] to display list of reporting fields for selection.

 

FIELDS

 

Enter data fields to display separated by "+" or "-" signs.

 

Each data field has a 2-digit identifying code. Enter that code to select the field.

 

 

[F3] to return to the previous field.

 

[F5] to display list of fields for selection.

 

DIGITS

 

Enter number of digits (0-99) to show to the left of the decimal.

 

DECIMAL (Y/N?)

 

"Y" to display 2 decimal places.

 

"N" to round off amount to nearest whole number.

 

2.
3.
4.
5.
6.
7.
8.

 

You may define up to 8 sets of headers and fields in the report.