Billing Q&A: Write Off Entire Balance

December 2018    Tags: , ,
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I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?   Read More...


Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information.   Read More...


I have a timekeeper who has been using the wrong bill code on all of his fee entries. Luckily, we haven’t billed the clients yet. Do I have to edit the bill codes on these transactions one by one, or is there a way to change them all at once?   Read More...


Tabs3 Billing Q&A: Aged WIP Report

October 2017    Tags: , , ,
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We want to see all of the unbilled fees for certain clients, broken down into periods. Is there a report that can provide this information?   Read More...


Quick Tip: Change WIP Transactions

July 2016    Tags: ,
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Did you know that you can quickly and easily change certain fields for a range of transactions that has not been billed yet? The Change WIP Transactions program provides the ability to make changes to many transactions at once instead of spending hours making changes transaction by transaction.   Read More...