Billing Q&A: Statement Template List

July 2020    Tags: Clients, Reports, Statements, Tabs3 Billing

We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?

The Statement Template List provides a list of all statement templates in Tabs3. You can optionally include which clients are assigned to each template.

To generate a Statement Template List

1. From the Reports menu, point to Miscellaneous and select Statement Template List.
2. Select the Include Clients Assigned to Each Template check box.
3. Click OK.

A list of all templates, along with the clients assigned to each template, will be generated. This report also indicates whether the template is assigned to the client as a draft or final template by showing a D or an F to the left of the Client ID.