If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Both reports have great flexibility and options. The Transaction File List and Task Code Billing Report have the same options with only a few exceptions.
Other options that are available on both reports include showing both work-in-process and archived transactions, showing the source of the transaction (e.g., Billing, PracticeMaster, Accounts Payable, etc.), showing transactions based on either transaction or statement date, displaying up to 24 different fields, and much more. Additionally, both reports include three levels of sorting and subtotaling capabilities, which contribute to the overall flexibility of the reports.
The following are examples of when you may want to run a Transaction File List or Task Based Billing Report:
For a closer look at the Transaction File List, including detailed examples and report setup, and a comparison to the Task Based Billing Report, visit Knowledge Base Article R11039, “How the Tabs3 Transaction File List Can Work for You.”
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