I created a new client a few weeks ago and added fees and costs. However, I was recently informed that this client should have been added as a matter to an existing client. Is there a way to change the Client ID so that it becomes a matter for the other client? Read More...
I need a list of all transactions for a specific fee task code. Is there a report that can help me? Read More...
I am looking at the list of statements from within Statement Manager. Is there any way to print this list? Read More...
How can I see which clients have their address set to Matter? Read More...
We have a deal with a client to charge a specific hourly rate based on the type of work we are doing for them. We set up our tcodes to use these rates, but the timekeeper rates are used during fee entry. How can we use the tcode rate instead of the timekeeper rate? Read More...
How can we see how a write off applied? Read More...
I have several report definitions for a specific report that I print regularly. Is there a way to add a description to the report so we can tell the difference between them? Read More...
We use some of the available reports listed in the Tabs3 Billing Matter Manager, but there are several reports we’d like to add for quick access. Is this possible? Read More...
