Feature Article: Apply Payments to Multiple Matters

August 2019    Tags: Clients, Payments, Statements, Tabs3 Billing, Version 19

In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!

You can now do the following:

• Apply payments to individual statements rather than the entire matter’s balance.
• Allocate payments by statement date, proportionally, or individually customized.

Note: The split payments will make individual journal entries in GLS that will be linked together and shown as one item on the Reconciliation and Deposit Slip Report.

To apply a payment to individual statements

1. From the File menu, point to Open and select Payment.
2. Select the desired Client ID.
3. Enter the payment as you would normally. The information entered in each field will be automatically replicated for each matter’s payment.
4. Click the  (Apply Payment to Multiple Matters) button.
5. In the Payment Amount for Multiple Matters window:
   1. Click the Apply by Date button.
      –or–
      Click the Apply Proportionately button.
      –or–
      In the Apply column, enter the amount you want to apply to each matter.
   2. Click Finalize.