Tabs3 Billing Location

 

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Allocated Payments Report
 

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Reports | Management | Allocated Payments Report

 

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All Actions | Transactions | Transaction Reports | Allocated Payments Report

Access Rights

 

Access Profile | Tabs3 Billing tab | Management Reports | Allocated Payments Report
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Allocated Payments Report shows how payments were allocated to fees, expenses, advances, sales tax and finance charge. When printing a detail report, amounts allocated to individual timekeepers and cost types are included. This report is based on the payment allocation date, which may or may not be the same as the payment transaction date, depending on when the payment was allocated.

The following program tabs are available:

Click on the desired tab when appears for information about that program tab.

Client Options Sort

Client

Options

Sort

The OK button can be used to display the Print dialog box.

The Cancel button can be used to close the Allocated Payments Report window.

The Load and Save buttons are used in conjunction with Tabs3's report definitions.

See also:   Notes
  Unallocated Payments Report
  Tabs3 Sample Reports

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.