Feature Article: View Write Offs

February 2021    Tags: , ,

Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?

Beginning with Version 2021, you can access write off information via the Tabs3 Billing Matter Manager. When selecting a write off, you can see the date and amount of the write off, statement information, how it was applied, and more.

To access write off information via Tabs3 Billing Matter Manager

  1. Open Matter Manager from the Quick Launch.
  2. Select the desired Client.
  3. Click the Write Offs list.
  4. Click the write off for which you want more information.
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