KB Corner: Advanced Client Costs

March 2024    Tags: , , , ,

The Advanced Client Costs Report makes it easier to verify that advanced client costs are in balance between Tabs3 Billing, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL). This report compares advanced client costs in Tabs3 Billing, checks and invoices in AP, and account balances of advanced client cost accounts in GL to ensure the balances in each program are accurate.

Setting up a new system to track advanced client costs between Tabs3 Billing, AP, and GL requires certain configuration settings in each application. If a firm has been using the applications for a while, it is possible that the accounts are not in sync and will show discrepancies on the Advanced Client Costs Report. Knowledge Base Article R11757, “Using and Troubleshooting Advanced Client Costs Integration,” will assist you with configuring the software to properly integrate advanced client costs, as well as troubleshoot the “reconciliation” when there is a discrepancy.

You can also check out this video on Tracking Advanced Client Costs in Tabs3 Software:


Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”

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