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:
Additionally, this report can be sorted by working timekeeper.
To run a Write Off Report
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.
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.