Video of the Month: Transaction File List

October 2018    Tags: , , , ,

If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start. The Transaction File List is used to print a list of fee, cost, and payment transactions and provides various sorting and subtotaling options, as well as a variety of criteria that can change the function of the report. You can even select whether you want the dates to be based on the transaction or statement date.

The Transaction File List video provides sample scenarios, explains the various options in the report, and displays an example report to help you get started.

The Transaction File List, with all of its options for selecting, sorting, and subtotaling transaction information, is extremely versatile. Take a look for yourself and see how this versatility makes the Transaction File List one of the most frequently used Tabs3 Reports.

Watch this five-minute video here:

TFL

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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