If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start.   Read More...


Billing Q&A: Payment Receipt

August 2018    Tags: ,
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Sometimes a client will come into the office to make a payment on their account. Is there any way to print a receipt for the payment made?   Read More...


When I print checks through TAS with a payee of FIRM, the associated payment record is not showing up in Tabs3. I have confirmed that Integrate with Tabs3 (and GLS) is selected in TAS Customization, and Integrate with Tabs3 Trust Accounting is selected in Tabs3 Billing Customization. What am I missing?   Read More...


I made a Payment Adjustment to move a payment to a different matter. However, the Payment Adjustment Options window was not displayed like it usually is, so I was unable to select the Create a Payment for Client option. Why wasn’t the Payment Adjustment Options window displayed and what do I do now?   Read More...


We entered a manual journal entry for a receipt into GLS. I am now trying to select this receipt to add to a deposit slip, but it isn’t included in the Select Receipts to Deposit window. Why is this?   Read More...


Billing Q&A: Date Codes

April 2018    Tags: , ,
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We want to add a message to the bottom of all statements explaining that payments are due within 30 days of the statement date. How can this be accomplished without having to change the date in the message each time we run statements?   Read More...


We’re looking for a report to help us determine which clients we need to contact to discuss payment plans based on overdue amounts, last payments received, and amounts owed. What report should we run for this?   Read More...


Billing Q&A: Reversing a Payment

February 2018    Tags: ,
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A client sent in a payment that got entered for the wrong matter, and now I need to apply the payment to the correct matter. Unfortunately, the payment has already been final billed and updated. Is there a way I can transfer the payment without having to undo that statement?   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


I entered a check with a Payee of FIRM through Trust Transactions, but the payment record is not showing up in Tabs3. Why is this?   Read More...


If you accept credit cards, do you have a credit card form on the statements you send to your clients? Many clients prefer to pay by credit card, and if there isn’t an easy way to do so, you may not be getting paid as quickly as you could be.   Read More...


At the end of the month, I run the Receipt Allocation Report and the Cash Receipts Report. This month, some of the clients showing up on the Cash Receipts Report are not on the Receipt Allocation Report. Why is this?   Read More...


You run an Accounts Receivable Report only to see clients or figures you weren’t expecting. Other reports, such as a Client Ledger Report, may show a client owes you a different amount or nothing at all, but Accounts Receivable tells a different story. Why is this, and how can you fix the issue?   Read More...


There are many reasons why you might want or need to credit or refund a client’s account. Likewise, there are many ways to make a credit to a client’s account. While the easiest way may seem to be entering a credit transaction (i.e., entering a negative fee or cost), this may not be the best way to handle the situation.   Read More...


How is a payment’s allocation date determined?   Read More...


How do you handle overpayments, checks that don’t clear the bank, or checks entered for the wrong account? Use the Payment Adjustments program!   Read More...


Do you want a way to streamline trust payments to Tabs3 Billing? Trust Accounting Software (TAS) provides the ability to automatically draw funds from a trust account when final statements are generated in Tabs3.   Read More...


Do you know how your payments are allocated?   Read More...


Did you know that you can do more with Entry Lists than see current work-in-process transactions? The Fee, Cost, Payment, and Client Funds Entry Lists can be printed, filtered, and set to include archived records.   Read More...


Is there a report that will show us which ten matters sent in the most money for 2016?   Read More...