Billing Q&A: Report Descriptions

April 2021    Tags: , ,
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I have several report definitions for a specific report that I print regularly. Is there a way to add a description to the report so we can tell the difference between them?   Read More...


When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


We use some of the available reports listed in the Tabs3 Billing Matter Manager, but there are several reports we’d like to add for quick access. Is this possible?   Read More...


When I run my Balance Sheet Report, I see that some of the accounts are printing the right amount, but show as negative instead of positive. Is there a way to change this?   Read More...


Our accountant has requested a list of all of our outstanding checks posted from Accounts Payable. Is there a report for this?   Read More...


I need to see a list of payment adjustments that have been made for a particular client, along with the original payment amounts. Is there a report I can run that will show me this?   Read More...


Version 2021 has some great new features we know you’ll want right away!   Read More...


The Platinum edition of Tabs3 Software provides a multitude of benefits when working with reports. If reporting is important to your firm, take a look at the following reasons to upgrade now!   Read More...


Billing Q&A: Year-End Reports

January 2021    Tags: , ,
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We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties?   Read More...


We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted?   Read More...


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 need to see how much time one of my timekeepers billed and worked in the past two months. Which report should I run?   Read More...