If you run the Detail Cash Receipts report with the Payment Adjustments option selected, you will see an asterisk next to the original payment amounts and a list of adjustments below. Beginning in Version 2021, when running the Cash Receipts report, you can now click on the payment or the adjustment to view a Payment page. This page includes the original amount, the amount adjusted, and more.
To run the Detail Cash Receipts Report
The Application Toolbar, located at the bottom of the Quick Launch, can be used to quickly switch between the different applications. The Application Toolbar can be used to open new application windows, or switch to already open ones.
To display the Quick Launch
Tabs3 can apply payments to multiple matters that have an accounts receivable balance, provided they are for the same client.
To apply a payment to multiple matters
Write offs can easily be reversed using the Reverse Write Off utility. This allows you to correct any mistakes without needing to restore from a backup.
To reverse a write off
You can now perform the write off again for the correct amount.
By setting up a filter in the Calendar file so that it only displays the Business Law matters, you can then print out the Monthly Calendar using that filter.
To filter the Monthly Calendar
You can now print the filtered Monthly Calendar by pressing Ctrl+P in the Monthly Calendar window.
Although this list may vary, many firms request to have the accounts receivable and work-in-process balances as of the end of the year as well as various management reports and productivity reports. A list of recommended reports can be found in the Help by pressing F1 and then entering “Year-End Procedures” on the Index tab.
We recommend saving reports to PDF prior to closing out the year, as some reports do not provide historical information and will therefore not include all of the same information when printed later in the year. Additionally, changes made at a later time, such as undoing final statements and reversing or refunding payments, can also affect the outcome of a report.
For additional information on year-end, check out Knowledge Base Article R11693, “Tabs3 Billing Year-End Overview.”
Tabs3 Billing includes the payments that have unallocated amounts in the Unallocated Payments Report. This report can be used to generate a list of client payments with unallocated amounts.
To run the Unallocated Payment Report
When configuring the software to charge sales tax, there are three locations that need to be set up:
To enable sales tax in Customization
To enable sales tax for a single client
To enable sales tax for a tcode
For additional information on the sales tax process performed in Tabs3 Billing, refer to Knowledge Base article R10952,”Using Sales Tax in Tabs3.”
The Client Realization Report can provide client figures including billed hours and amounts, realization figures, collection amounts, uncollected amounts, and more.
To run a Client Realization Report
There are many ways to set specific rates for a client. In the Client file, you can specify that a client uses an hourly rate, a specific timekeeper rate, rate tables, and more.
To set an hourly rate for a client
This can be accomplished via the Renumber Category utility.
To renumber multiple categories into a new number
The Timekeeper Productivity Report can show billed information, worked information, rates, and paid information.
To run the Timekeeper Productivity Report
Transactions that have been processed on a final statement, but not updated via Update Statements, have a “U” status. This status denotes that, although the transaction is technically work-in-process, there are some limitations on what can be done with them.
When a transaction has a “U” status, you cannot transfer, delete, or change the status of the transaction. However, you can make edits to the transaction. Keep in mind that any changes to a critical field on the transaction, such as to the rate, hours, or amount, will require you to generate a new final bill before you can update the statement.
In the Platinum version of the software, the Tabs3 Billing dashboard automatically refreshes itself based on your selected refresh rate. You have the option to refresh every four or twelve hours or to disable the automatic refreshing.
To enable automatic refresh
Note: While the dashboard is being refreshed, a message will be displayed indicating the dashboard is loading.
The Email Statements Report allows you to see the Email Statements that have been successfully sent within Tabs3 Billing. This report can be run for any date range, based on Statement Date or Email Date.
To run the Email Statements Report
After the payment has been final billed and updated, you can perform a write off for the remaining balance.
To write off a client’s entire balance
An optional Client Write Off Description window will be shown. This provides the option to create a Type 4 “Description Only” transaction as a paper trail for the write off, and can be included on a final statement for the client’s records.
Receipts can be printed for work-in-process payments right from the Payment Entry or Client Funds windows. The Client ID, work description, statement #, receipt type, reference, received by (User ID), date, description, and amount fields will be displayed on the receipt. If the Receipt Type selected is Check, the check # will also be included on the receipt.
To print a payment receipt
If your report is opening with pre-filled fields and different settings, then a report definition has been created and set as the default.
To change a report back to default settings
When generating statements, you have the option to exclude cover statements during statement runs. This option is particularly useful if you want to save paper when printing draft statements.
To exclude Cover Statements when generating statements
To specify notes to be included on a single statement
Statement templates can be used to customize what is and is not included on a statement. In this instance, we can create a Statement Template using the Invoice Format. When using Invoice Format, only fees, costs, and client funds will show on the bill. Previous balance, payments, credits, and finance charge will still be processed, but will not print on the bill and likewise are not included in the Balance Due.
To create an Invoice Format Statement Template
To assign the statement template to a client
Note: You have the option of including credits and finance charge on Invoice Format statements via Statement Customization (Statements | Statement Setup | Statement Customization).
The Email Template List provides a list of Email Templates, and can optionally include the clients assigned to each template.
To run an Email Template List
Tip: If you want to change which Email Template is assigned to each client, you can optionally use Change Client Options (Maintenance | Client Related | Change Client Options) to change multiple clients at one time.
A courtesy discount can be applied against the fees billed on the current statement being processed, and is automatically shown on their own line. Courtesy discounts cannot be applied against costs or a previous balance.
To specify a courtesy discount
Note: Courtesy discounts apply proportionately toward each timekeeper whose time is billed on the statement.
You can apply a specific amount to one or more timekeepers using the Edit Payment Allocation option in the Payment window. Keep in mind that you cannot allocate more than is due to a specific timekeeper.
To specify payment allocation
The Statement Template List provides a list of all statement templates in Tabs3. You can optionally include which clients are assigned to each template.
To generate a Statement Template List
A list of all templates, along with the clients assigned to each template, will be generated. This report also indicates whether the template is assigned to the client as a draft or final template by showing a D or an F to the left of the Client ID.
The About window (Help | About), displays the Release Date and File Version of the software. This tells you how current the software is. However, you can run the Support Log to determine how recently an update has been installed.
Each time the software is updated, an entry is made to the Support Log. This entry includes the date and time the software was updated, the release date and version of the software installed, and the first user to log into the software after installing the update.
To run the Support Log for Installed Updates
The Name Search can be used to access client records by name. When a new matter is created, the Name Search field automatically uses the first 16 characters of the client’s name as the default value. As additional matters for the same client are created, this field will repeat the same 16 character string.
If your firm typically looks clients up by the Name Search value, you can enter a unique value into this field to make it easier to find an exact match for your search value.
To change the Name Search field
When comparing reports in Tabs3 Billing, keep in mind that not all reports use the same method to determine which transactions fall within a given time period. For example, some reports use a transaction’s entry date, while others might use its statement or allocation date. As a result, two reports run with the exact same criteria can display totals that differ significantly.
The Timekeeper Realization Report, designed to show payment amounts for each timekeeper, uses statement dates. This means that if a payment did not apply to a statement date in the report’s specified date range, it will not contribute to the total collected amount on the report.
The Receipt Allocation Report, on the other hand, uses the date on which payments were allocated. A payment can be entered into the system within the date range and still not contribute to the Receipt Allocation Report if there are no billed charges for it to allocate to, such as when a client submits a retainer payment before their first bill is generated.
For more information about reports that can be compared, check out Knowledge Base Article R11161, “Comparing Tabs3 Report Information.” To see a detailed breakdown on how Tabs3 reports are calculated and what criteria is used for each field on a report, refer to the Tabs3 Report Pack.
You can add additional files to a statement and make other changes via the Email Preview window.
To add an attachment to Email Statements
You can use the Renumber Tcode program to change tcode numbers.
To renumber a tcode
By default, each line of text at the end of the statement will print left justified with the transaction description. However, text can optionally be centered.
To center text from Statement Customization on a statement
For more justification and formatting options, press F1 from the Headings tab in Statement Customization.
Note: By default, each line of text to be printed as a heading on the statement will be centered.
The Change WIP Transaction feature provides the ability to change multiple work-in-process entries at once.
To change the bill code on multiple transactions
The Receipt Allocation report could be used to compare any time period.
To run the Receipt Allocation Report
Access rights for the Tabs3 Dashboard can be enabled or disabled for the users of your choice. When disabled, users will not see the Dashboard page view on their Home page.
To disable rights to see the Dashboard
Any access profile assigned to users you do not want to have access to the Tabs3 Dashboard must include this setting. Users must log out and back in for this restriction to take effect.
The logo is not displayed if the user viewing it does not have access to the location to which the logo is saved. There are two options to make sure everyone can see the logo. You could save the image to a central location, such as the Current Working Directory, and re-add the image to the page layout, or you can embed an image so that it is saved as part of the page layout. Embedding an image ensures that everyone has access to the image regardless of where the image file is located.
To embed an image to a page layout
When entering fees, users can configure the Fee Entry List at the bottom of the window to only display a specific timekeeper or range of timekeepers, as well as other options.
To see all Fees in the Fee Entry List
The Fee Entry List will now include all fees for the client in question.
Note: These instructions also apply to the Cost, Payment, and Client Funds Entry Lists.
Fee compensation rules can be set in place to automatically allocate defined percentages of receipts towards timekeepers.
To set up Fee Compensation Rules
New or changed fee compensation rules will not apply to payments that are already allocated. If you want new or changed fee compensation rules to apply to a previously allocated payment, you must manually reallocate the payments or delete them and reenter them after the fee compensation rules have been added or changed.
If the statement does not include any current work or billed amounts, a Payment to Firm will not be generated from Client Funds. In addition to this, if the Client Funds only shows a balance and no activity, the Client Funds section will not show on the statement unless the Customization option Include fund balance on statements for clients with only a fund balance is selected.
To enable the fund balance to show on statements with no activity
The Fee Verification List, if enabled and not deleted since the change, is perfect for this scenario. If the Create List for Fees check box is selected in Customization (Utilities | Customization | Main tab), you can view a verification list of the fee transactions that you added, changed, deleted, or imported.
To access the Fee Verification List
You can scroll down to the Changed Entries section of this report to see a list of all fee transactions that you have made changes to. Each transaction displays the New and Old information. You can optionally click the Search button to search for individual client.
Once you’ve located an entry that was changed, you can click on the description of the entry to quickly drill down and edit the information.
Note: If you do not have the Fee Verification List enabled, or if it has been deleted since the changes, you may still be able to find this information if PracticeMaster is installed. PracticeMaster has a History Tracking feature that, if enabled, allows you to see changes made to the original transaction.
The Fee Compensation Rules Report, like most reports, can be run for various ranges, including by Primary Timekeeper.
To run the Fee Compensation Rules Report for a specific Primary Timekeeper
We recommend setting aside one timekeeper number for former employees. You can then renumber old timekeepers into the timekeeper you set aside. This merges all of the data into one single timekeeper and frees up timekeeper numbers for new employees.
Caution: It is important to back up your data prior to running this program. If this program is interrupted for any reason, it will be necessary to restore your data files and rerun this program. You will be given the opportunity to make a temporary backup immediately after selecting this program.
To renumber timekeepers
All of the transactions that were entered under the old timekeeper numbers will now be shown under the new timekeeper number.
Fee Rate Tables can be configured on one client but then shared out to many others. Changing the Fee Rate Table on the initial client changes all the Fee Rate Tables that are sharing it, which may not be desired. To see a list of Fee Rate Tables, and to see who is using a Shared Fee Rate Table, we can run the Client Rate Report.
To run the Client Rate Report for Fee Rate Tables
From the preview window, click the Search button, enter the Client ID that initially set up the Fee Rate Table into the Find field, and then click Next. Any clients using that Fee Rate Table will display “Shared Fee Rate Table with Client <Client ID>.”
When setting up a split bill, each matter has a setting to display the pre-split values on the statement, as well as an optional split-billing summary.
To show pre-split values for a split billing client
The statement will now include the pre-split values.
In System Configuration, you can assign timekeepers to a User ID, thus restricting access to information for other timekeepers in Tabs3 Billing, PracticeMaster, and Tabs3 Connect. The “Insufficient Timekeeper Rights” message indicates that there is a result associated with a timekeeper for which the user does not have access rights. The result will be listed because it matched the search criteria, but the user cannot see any additional information unless they are assigned that timekeeper.
If this user needs to have rights to additional timekeepers, a user with Manager access rights must make the change.
To assign timekeepers to a user
Alternatively, if timekeeper restrictions are not needed, you can clear the Assign Tabs3/PracticeMaster Timekeepers check box.
If the firm uses Firm level statement numbering (Utilities | Customization | Options tab), meaning each statement has a unique statement number, then it is easy to enter a payment for the correct client matter as long as you have a statement number.
To enter a payment based on statement number
Note: If your firm is on Client level statement numbering, we suggest running a Client Ledger Report (Reports | Management | Client Ledger Report) with a date range that includes the likely statement number. Select any other options, and/or narrow down the Client ID range, as desired. You can then preview the report and click the Search button to search for the statement number and determine the applicable client matter.
When customizing Client Manager, you can select the report definition to use. Most likely, the Include Zero Balance Clients check box is not selected in the report definition used by the Client Manager. You can edit the existing report definition, or create a new report definition via Client Manager.
To create a new report definition for Client Manager
The Client Ledger Report will now run with the newly-saved settings from the Client Manager.
Statement templates can easily be copied so that you do not have to start from scratch.
To copy a statement template
Access rights control whether users can switch between Detail and Rapid View when entering fees. When access is removed for Detail Fee View, users will no longer be able to see the Hours to Bill, Rate, Amount, Category, User ID, Bill Code, Date Entered, Rate Code, Status, or Sales Tax fields when entering fees.
To remove access to Detail Fee View
Any access profile assigned to users you do not want to have access to Detail Fee View must include this setting. Users must log out and back in for this restriction to take effect.
Note: Users who do not have rights to Detail Fee View will not be able to view Amount information in the Recap of Hours window in Tabs3, PracticeMaster, or Tabs3 Connect.
Statement PDFs emailed via Tabs3 can be password protected. A password can be defined for each matter.
To set up password protection for emailed statements
Note: The password is not assigned to the PDF statement until the email is sent. However, if the matter is marked secure, the password is assigned when the PDF statement is generated.
The Aged Work-In-Process Report breaks down totals for unbilled fees, expenses, and advances into each aging period. Aging Periods can be defined on the Options tab of Customization (Utilities | Customization).
To run the Aged Work-In-Process Report
When using a large range of Client ID’s, you can select to only include clients that had activity (e.g., fees, costs, payments and/or client funds transactions) since the last statement generated.
To generate statements for only clients with activity
The Pre-Update Statements Report can be run to see which Final bills have not been updated.
To run the Pre-Update Statements Report
The Recap of Hours Report includes each day’s total billable and non-billable hours worked for each selected timekeeper for the selected date range. You can optionally shade totals on the report if they are less than a specified number of hours.
To run the Recap of Hours Report
If there are only a few transactions, you can load each fee entry and click the Transfer button at the top of the window to transfer the transaction to a new matter.
If you have more than 2 or 3 transactions, or if you are on an older version of Tabs3, you may want to use the Transfer Transactions program. The Transfer Transactions program can be used to transfer unbilled fees, costs, and/or payments between clients. When selecting to transfer fees, costs, and/or payments, you can select a range of transactions based on tcode, timekeeper, category, date, and/or reference number. This can help make sure that you are only transferring the transactions that you want to transfer.
To transfer transactions between clients
Note: When using the Transfer A/R and Transactions utility, keep in mind that once the transfer has been performed, the only way to undo it is by restoring from a backup or transferring the transactions back to the original matter.
Expenses and advances can be combined into a single section on a statement. Additionally, you can specify the text used for the heading. This can be accomplished via the Terminology tab in Statement Customization.
To combine expenses and advances into a single section on statements
You can use the Reverse Case option on the shortcut menu to fix these entries. This changes lowercase letters in selected text to uppercase and vice versa. Simply select the text, right-click, and then select Reverse Case to correct the text.
For example, let’s say the following text was entered: “oFFICE CONFERENCE WITH mR. bURNS REGARDING CASE.” When using the Reverse Case option, the capitalization of the text would then be changed as follows: “Office conference with Mr. Burns regarding case.”
You can modify the terminology via Statement Customization. Statement Customization has many customization options, including what terminology is used on your statements.
To change n/c from non-billable transactions on statements
The timekeeper rates are different because the Statement Template being used has Calculated Rate selected for the Fee Recap’s rate. This means that the rate is being calculated as Amount/Hours = Rate for each timekeeper’s fees. This can result in odd amounts for rates if a write-up or write-down has been performed. However, you can change the Fee Recap to use the Transaction Rate instead of the Calculated Rate in order to show expected rates. Selecting the Transaction Rate option will show each rate that was entered for the fees on the statement instead of doing a calculation.
To change the Fee Recap to Transaction Rate
This can be accomplished by assigning these new transactions to a unique Cost Type. Cost Types can be used to group similar types of costs into one “category” of costs. Categorizing costs makes it possible to track billed and paid amounts by cost type. For example, you may want to assign all photocopy costs for the firm to one Cost Type and all long distance phone charges to another Cost Type.
Some reports, such as the Transaction File List, can be run for specific Cost Types by entering a Cost Type range on the Transaction tab, if available. Certain other reports, such as the Receipt Allocation Report, will automatically include Cost Type information. See the Tabs3 Billing Report Pack for more information on which reports include Cost Type information.
To add a new Cost Type
Once the new Cost Type is created, you can then assign it to transaction codes.
To assign a Cost Type to a transaction code
Note: Cost types are only available for Type 0 (normal) and Type 5 (miscellaneous) expense and advance transaction codes.
Each individual user can enable or disable text macros for their User ID.
To disable Text Macros, right-click in a rich text field (e.g., Fee Description, Client Notes, etc.), and select Auto Text Expansion. When macros are turned on, a check mark is displayed next to this option. Alternatively, when macros are turned off, there is no check mark. When turned off, text will no longer be automatically expanded based on the Text Macro file.
You can also temporarily disable or enable a Text Macros while typing. Press Ctrl+Spacebar after entering a Macro ID to prevent the automatic text macro expansion if macros are turned on, or vice versa. This option allows you to take advantage of text macros only when it’s most convenient to you.
If you have the Platinum version of the Tabs3 Billing Software, the Accounts Receivable by Timekeeper Report is an additional accounts receivable report that can be run for specific working timekeepers.
To run the Accounts Receivable by Working Timekeeper Report
You can use the Undo Split Billing utility to undo a split. Once undone, the Split Fee Options can be changed to Split both Hours and Amounts and the split can be performed again.
To Undo Split Billing
To make the split an even amount
Now you can process your split billing again and it will split the hours and amounts evenly between the two clients.
Miscellaneous Lines print on statements by default, but it is possible to remove them. When an asterisk (*) is entered in the first character position of the Miscellaneous Lines, information stored in those fields will not be included on the statement when generated for that client. Instead, a blank line will be shown on the statement below the Work Description.
To stop blank Miscellaneous Lines from printing on statements
Note: Miscellaneous lines will print on reports regardless of whether an asterisk is in the first character position of the Miscellaneous Lines.
This can be accomplished by saving a default report definition for the Generate Statements program.
To save a report definition for Generate Statements
The generate statements program will now default to a Thru date of the last day of the current reporting month.
There are several reports that display statement numbers on them, including the Client Ledger Report (Reports | Management | Client Ledger Report) and Accounts Receivable by Invoice (Reports | Accounts Receivable | A/R by Invoice Report) reports. However, these reports do not include a total count of statements.
An easy way to get an automatic count of statements is via Reprint Multiple Updated Statements (Statements | Reprint Updated Statement | Reprint Multiple Updated Statements). Before being prompted to preview or print the statements, a window is displayed that includes the number of clients and statements included in the reprint.
The Stmts Selected number from this window can be provided to your client, or you can reprint statements and provide them with the page that includes Statement Run Totals. When including Statement Run Totals, the total number of statements, hours, fees, expenses, and finance charge are included.
To include a Statement Run Totals page when reprinting statements
When previewed or printed, the Statement Run Totals page is the last page and can be printed separately.
By using a Status of Save in the Fee Entry window, you can create the fee record once and it will be included on all future statements until the transaction is deleted or the Status is changed to Print, which allows it to be included on one last statement.
To set a Fee Status to Save
Now, when you final bill and update this client’s statement, the same transaction will always be included. Each time this transaction is included on a final statement and then updated, the date of the transaction will increment by one month (e.g., if the original transaction has a date of 6/2/19, the following statement will show a transaction date of 7/2/19, and so on).
Note: The Status field is only displayed in the Detail view of the Fee Entry window. If you do not see the Status field below the Description field, clear the Hide Fields check box and/or press Alt+I.
There are multiple ways to handle a credit to a client, depending on the situation. However, for this scenario, adding a credit entry is the easiest way to refund the client. This is because credits are handled differently in Version 19. A credit can be issued to a client at any time, even if the fee or cost has already been paid by the client. Once the credit has been final billed and updated, it is applied toward the original cost. Any payment(s) that went toward the cost will be unallocated and reallocated during the update statements process.
To add a credit for a cost
For more information on best practices for crediting clients, including notes regarding how credits affect integration with General Ledger Software (GLS) and Accounts Payable Software (APS), refer to Knowledge Base Article R11760, “Best Practices When Applying Credits.”
When using the tabbed interface (View | Theme Settings), you can open multiple tab groups in order to display information side by side in the main application window. Tab groups can be opened either vertically or horizontally.
To open multiple tab groups
Alternatively, you can drag a tab to the far right or bottom to create a new tab group.
When you are done with your comparison, you can close the tab or drag it back to the original tab group to return to your previous display mode.
There are a few options for resending email statements when this happens:
To resend the statements through Tabs3 Billing, they must first be undone, and then regenerated as final statements again. Once final statements are generated and updated, you can go back to the Email Statements window to resend the statements.
To undo multiple updated statements
Statement comments are generally used when you want information to be seen internally but you do not want the client to see them, and can be added to fee, cost, payment, and client funds transactions. Statement comments will be displayed in the description field in red text. When printing/previewing reports and draft statements, the statement comment will be displayed with a strikethrough character. When printing a final statement, the statement comment will not be displayed at all.
Highlighted text in the Description field for a fee, cost, payment, or client funds transaction can be specified as a statement comment using any of the following methods:
In Tabs3 Customization, there are timer options that allow you to set minimum hours and an amount by which to increment when you go past the minimum.
If the timer amount is less than the specified Minimum, the software will round up to the minimum increment specified. For example, if the Minimum specified is .25 (15 minutes), and the task is six minutes, it will be rounded up to 15 minutes.
The Increment setting allows you to specify the portion of an hour you want to round up to. For example, if the Increment specified is .25 and the task is 18 minutes, it will be rounded up to 30 minutes.
To set the timer options to round up time in 15 minute increments
This can be accomplished by entering a fee with a Type 4 – Description Only transaction code (tcode) and using a statement template that is set up with a Fee Format of Summary. The Summary option allows you to generate a statement that summarizes all the fees into one line item. The fee transaction with the Type 4 tcode allows you to customize that description.
To enter a description-only fee transaction
To show only a summary of fees on a statement
You can now generate a statement for the client as you normally would.
Note: Keep in mind that changing a Statement Template will affect all clients that use that template. You may want to consider creating a new template and assigning to this client instead of editing an existing one.
The Cash Receipts Report shows the total amount of payments received during the specified time period, along with an optional breakdown of how they were applied.
To run the Cash Receipts Report
You can access the Fee Recap window from the Recap of Hours graph, which lists out all the transactions for a specific day.
In order to view the Fee Recap window, simply click on the graph’s representation of the day you want to view. A list of fees for that day will then be displayed. You can open any of the individual fee entries that have not already been final billed and updated by double-clicking them or selecting the one you want to edit and clicking the View button.
Note: The software will automatically display information for the timekeeper that’s selected in the Recap of Hours settings. However, this can be changed to display another timekeeper as necessary.
When entering a Payment to Firm in Client Funds, payments with a Fund Application of Apply to Fee, Apply to Exp, Apply to Adv, or Apply to All will not be created in Tabs3 until the statement is updated. Once the statement has been updated, the archived payment will be viewable on a Transaction File List, Client Ledger Report, and other reports on which payments are shown.
If you need to have a payment record created when the Payment to Firm is saved, then a Fund Application of WIP Payment must be used instead. When selecting WIP Payment, a Payment entry window is opened upon save to create the linked payment record. If the Payment entry window is closed without saving the payment information, then no payment record is created.
Note: Payments entered as a WIP Payment will apply toward any current work-in-process first, and then apply to accounts receivable amounts according to the Payment Application settings stored in the Client file.
Tabs3 Billing Software has an option to allow page breaks within transaction descriptions, or to force a page break when the transaction is too long to fit on the same page.
To specify long transactions print on one page
When generating statements, transactions whose descriptions will not fit on the current page will now begin printing on the next page.
The Undo Multiple Updated Statements utility can be used to undo a batch of statements based on the Statement Date, Client ID, and more. This provides the ability to undo multiple statements with matching criteria at once, instead of one at a time. Once the statements have been undone, you can generate your final statements using the correct date and then update them again.
To undo multiple statements with Statement Date
Moving funds from client to client in Client Funds can be accomplished by withdrawing the funds from the matter you mistakenly deposited it to. During the withdrawal process, you have the option of depositing it into another matter’s account.
To transfer client funds
You can specify whether dates are shown in MM/DD/YYYY format, or spelled out. This setting is different depending on if you are using Statement Designer or not.
To specify the date be spelled out on statements that are not using Statement Designer
To specify the date be spelled out on statements using Statement Designer
The Contact ID field value is a unique value assigned to each contact. To make changes to the Contact ID field, you must use the Rename Contact utility.
To rename a contact
Note: If this contact is also a client, you may also want to manually correct the Name Search field in the Client file.