When setting up a split bill, each matter has a setting to display the pre-split values on the statement, as well as an optional split-billing summary.
To show pre-split values for a split billing client
The statement will now include the pre-split values.
You can use the Undo Split Billing utility to undo a split. Once undone, the Split Fee Options can be changed to Split both Hours and Amounts and the split can be performed again.
To Undo Split Billing
To make the split an even amount
Now you can process your split billing again and it will split the hours and amounts evenly between the two clients.
The characters in the Source column indicates where the transaction originated. The following is a list of possible Source Codes:
Note: Client funds payments will have a source of “M” for manual funds payments or “A” for automatic funds payments.
Lowercase codes indicate that the transaction has been split using Perform Split Billing (e.g., “b” indicates a split transaction that originated in Tabs3 Billing). No source code will print if the source code is “B” (i.e., Billing), unless the transaction was split.
When working with the Perform Split Billing utility, there are a few ways to keep specific entries from being split.
Note: Any transactions for the Main client that are included on a statement, but have not been split, will result in messages in the Report Log.
Did you know that you can easily split fees and costs between multiple matters in Tabs3 Billing? The Split Billing program provides the ability to enter fees and costs once, but have multiple matters pay for them. You must first determine which client you will be entering fees and costs for; this is your “main client”. Next, determine which clients/ matters will be splitting the bill, and for what percentage each party will be responsible. You can now configure split billing for the client.
To configure clients for split billing
Fees and costs may be entered before and/or after configuring split billing, but keep in mind that when it comes time to perform the split, only those fees and costs entered for the main client will be split amongst all parties. Additionally, only Type 0 (Normal) and Type 5 (Miscellaneous) fee and cost transactions that are not on hold can be split.
When you are ready, you can run the Perform Split Billing program (Statements | Statement Preparation | Perform Split Billing). Transactions that have already been split cannot be split again so this program can be run as often as needed. The Perform Split Billing program should be run prior to generating statements every time in order to make sure that all transactions are billed appropriately.
If, after performing the split, you need to change the way in which transactions should be split, simply run the Undo Split Billing program (Maintenance | Transaction Related | Undo Split Billing). This program will revert all split transactions for the selected Main Client ID and Split Billing Ref # that are still work-in-process to their pre-split values. This provides a way to easily make adjustments as needed. If you have even one client who splits amounts due with other matters, and you’ve been splitting the fees and costs manually, make your billing easier by using the Split Billing feature in Tabs3.