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?   Read More...


I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information?   Read More...


I ran a Detail Work-in-Process Report and noticed that several of the entries had a status of “U” on them I’m not familiar with that status; what does a “U” status mean?   Read More...


We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?   Read More...


Billing Q&A: Write Offs

October 2020    Tags: , , ,
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We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3?   Read More...


Sometimes our clients will make a payment on their account while they are in the office. Is there a way we can print a receipt for them?   Read More...


A partial payment was received for a statement that had two attorneys' time on it. I have been asked to allocate the payment to only one of the timekeepers. How can I accomplish this?   Read More...


We have TAS and Tabs3 Billing integrated so that automatic payments are created in TAS when statements are generated. However, the tcode used is the same as the payments that we make directly into Tabs3 Billing. Can we use a different tcode for these automatic payments from TAS?   Read More...


One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result?   Read More...


I want to see a list of all payments to FIRM in the last 3 months. Which report should I run for this?   Read More...


Beginning with Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay for electronic processing of payments, client funds deposits, and trust deposits.   Read More...


I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for?   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


We need a report that will show the oldest invoices that have not been yet paid. Is there a report in Accounts Payable that will list all invoices that have not been paid, sorted by due date?   Read More...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...