What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
Thinking about purchasing a license for our Trust Accounting, Accounts Payable, and/or General Ledger software, but not sure what they offer? Take a quick tour! Read More...
We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard! Read More...
The Statement of Cash Flows Report (Reports | Statement of Cash Flows) in GLS shows how the firm’s cash position has changed over a period of time. Read More...
Are you getting the most out of reports? There are several report features that can help optimize your results. Read More...
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? Read More...
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19! Read More...
Did you know that you can easily produce graphs for several Tabs3 reports? Graphs provide a visual element and can be a great way to present information. Read More...
