| Accounts Receivable by Timekeeper Report | 
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How to Access
Tabs3 Billing Location
Quick Launch
A/R by Timekeeper Report
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All Actions | Reports | A/R Reports | A/R by Timekeeper Report
Access Rights
Access Profile | Tabs3 Billing tab | Accounts Receivable & Client Reports/Conflict of Interest | Accounts Receivable by Timekeeper Report
R11818 - Access Rights
Exclusivity
Platinum
Non-Platinum
The Accounts Receivable by Timekeeper Report prints a list of clients with fees due for each working timekeeper, making it easy for individual timekeepers to see which clients owe money for work they performed. This report is different from other receivable reports, because it allows a timekeeper to filter clients by including only those clients that the timekeeper worked on, a particularly nice feature for larger firms. You can optionally show fees by aging period or as a total amount. You can exclude zero balance clients, select clients whose aged balance due or total balance due is greater than a specified amount, as well as only include clients who have not made a payment in a specified number of days.
This report can be run for all working timekeepers or for a range of working timekeepers. Additionally, this report can display the total fees due for the client, the working timekeepers' percentages of the total fees due, and the total balance due for each client.
The information for the A/R by Timekeeper Report is calculated based on client ledger records and work-in-process payments. This report has drill-down editing capabilities. The following program tabs are available:
Click on the desired tab when 
appears for information about that program tab.
| Client | Options | Format | Sort |
The OK button can be used to display the Print dialog box allowing you to print, preview, or save the report. When displayed using the Preview option, you can drill down to individual client records allowing you to edit data directly from the Preview window.
The Cancel button can be used to close the Accounts Receivable by Timekeeper Report window.
The Load and Save buttons are used in conjunction with Tabs3's report definitions.
Note: The Accounts Receivable by Timekeeper Report is available only in the Platinum edition of the software.
| See also: | Security Overview |
| Tabs3 Sample Reports |
Note: The "Client" and "Timekeeper" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.
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