Video of the Month: Allocated Payments Report

May 2017    Tags: , ,

Do you know how your payments are allocated? If you have fee compensation rules set up, the Allocated Payments Report can tell you how payments allocate to timekeepers. This report can be used to view how payments are applied to fees, expenses, advances, sales tax, and finance charge in Tabs3. Including fee compensation amounts is optional.

Watch this three-and-a-half-minute video here:

all_pymt_rpt

Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.

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