Billing Q&A: Accounts Receivable by Working Timekeeper

August 2019    Tags: Reports, Tabs3 Billing, Timekeepers

We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that?

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

1. From the Reports menu, point to Accounts Receivable and select A/R by Timekeeper Report.
2. On the Client tab, select a Client ID range or leave it blank to include all clients.
3. On the Options tab:
   1. Select the Working Timekeeper.
   2. Select the appropriate Include Clients whose Timekeeper’s fees are more than XX days past due number of days.
4. Select any other options as needed.