Billing Q&A: Identifying Unallocated Payments

December 2020    Tags: , ,

Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year?

Tabs3 Billing includes the payments that have unallocated amounts in the Unallocated Payments Report. This report can be used to generate a list of client payments with unallocated amounts.

To run the Unallocated Payment Report

  1. From the Reports menu, point to Management and select Unallocated Payments Report.
  2. On the Options tab, in the Payment Date section, enter an Ending date (e.g., 12/31/2020).
  3. Click OK.
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