The Write Off Report is here! View all write off information in a single, dedicated report. The Write Off Report can include the following options:
- Date Range
- All timekeepers or select timekeepers
- All transaction codes or select transaction codes
- Detail information for each write off
- Allocation breakdown
- Statement information
- Reversed write offs
Additionally, this report can be sorted by working timekeeper.
To run a Write Off Report
- In the Quick Launch, search for and select “Write Off Report.”
- Optionally select a Client ID
- Select any other settings as desired.
- Click OK.
This report is available in Version 2021 (Build 20.6.2) and later.
The Tabs3 Pre-Release program provides exclusive access to the very latest features in the software – before others get it. Being a part of pre-release gives you an opportunity to provide feedback on your software experiences and help improve our billing, practice management, and accounting software. Although you are helping test out new features, our pre-release software is close to release status. To see what features are currently in pre-release, and to sign up, check out Knowledge Base Article R11842, “Tabs3 Pre-Release Program.”
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Did you know that Tabs3 Billing provides several ways to customize your statements?
Statement Designer
Statement Designer lets you create customized layouts for your Tabs3 Billing statements. You can control the placement of various fields from the Tabs3 Client data file, and add customized text, images and other layout elements to the statement. Once a page layout has been designed, it can be applied to one or more statement templates. In the Quick Launch, search for and select “Statement Designer.”
Statement Customization
Statement Customization allows you to define terminology and formatting options used for all billing statements. Optionally enter heading information that can be printed at the top of the first page of the statement (the statement heading) or at the end of the statement. Optionally adjust terminology, such as column headings. Changes made to statement customization affect all clients. In the Quick Launch, search for and select “Statement Customization.”
Statement Templates
The Statement Templates window allows you to define statement templates. A statement template consists of the many formatting options used for a particular style of statement. The same statement template can be used for multiple clients. Changes made to a statement template affect all clients who use that template. There is no limit to the number of statement templates that can be defined. In the Quick Launch, search for and select “Statement Templates.”
Statement Notes
The Statement Notes program is used to create messages that can print on a client’s statement, cover statement or both. Statement notes created in the statement notes file can be designated as a beginning statement note or an ending statement note in a statement template. Each note can be used by any number of statement templates. In the Quick Launch, search for and select “Statement Notes.”
For detailed information on customizing your statements, check out the Statement Formatting Guide.
Need to reverse a client’s payment or refund an unapplied overpayment? Tabs3 Billing has the tools you need to easily adjust payments and record the adjustment, all from one place!
The Working with Payment Adjustments video demonstrates how you can quickly locate a payment using the Matter Manager, access detailed information about the payment, and perform an adjustment in just a few easy steps. When integrated with Tabs3 Financials, you can specify how you want to handle creating journal entries and printing a check for the refund or reversal, which can save you time and reduce duplicate entry.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
