| Client Funds Entry | 
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 How to Access
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The Client Funds Entry window allows you to add transactions to the client funds account as well as change or delete existing client funds transactions. Client funds accounts are designed to be used for non-refundable retainers. Other fund types such as trust funds, escrow funds, refundable retainers, etc., can be entered, but using a trust accounting system (such as Tabs3 Trust Accounting (Trust)) is recommended to better comply with state bar recommendations. Deposits, withdrawals and payments to the firm can be entered. Client funds accounts can even be configured to automatically pay current work.
This window can be accessed from the Client Funds list.
Various toolbar buttons are shown at the top of the window allowing you to change how the information is displayed as well as what information is displayed in the window. A list of transactions can optionally be displayed for a Client ID, transaction date, or entry date.
Electronic Transaction Receipt (Tabs3 Pay/LawPay) or View Credit Card Information (LexCharge)
Add Payment Method or Manage Payment Methods (Displayed if Tabs3 Pay integration is enabled.)
Add LawPay Payment Method or Manage LawPay Payment Methods (Displayed if LawPay integration is enabled.)
Accept electronic payments with Tabs3 Pay (Displayed if credit card processing has not been enabled.)
Note: After selecting a client, the Fund Balance and unbilled fees, expenses, advances and payments will be displayed at the bottom of the screen. Credits and transactions on hold are included in the work-in-process transactions. All transactions are included regardless of date. Transactions on hold are included in the Fund Balance but excluded from the work-in-process figures.
Transactions that have been included on a pre-bill will display with all fields dimmed when opened from outside the Pre-Bill Information window, unless the user has rights to Modify Pre-Bill Transactions Outside of Pre-Bills. Attempting to make changes from outside this window without rights will display a message that the transaction cannot be edited.
Transactions that have been included on a final statement will display with all fields dimmed and cannot be edited. To change any field, you must revert the statement to a pre-bill, then make changes by drilling down to the transaction from the Pre-Bill Information window.
The following buttons are included on the Data Entry Toolbar, which is located below the standard toolbar.
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Detail/Rapid | The Detail/Rapid button or Alt+I can be used to toggle between Detail mode and Rapid mode. |
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List | The List button or Alt+G can be used to toggle between displaying a Client Funds Entry List and removing the list from the Client Funds Entry window. |
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GLS Integration | The GLS Integration button or Alt+J can be used to view or modify the GL journal entries that were created when the transaction was saved. |
Note: If the Integrate with Tabs3 General Ledger option in Tabs3 Customization is cleared, the GLS Integration button will be dimmed and unavailable.
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Print Receipt | The Print Receipt button or Ctrl+Shift+P can be used to print a payment receipt. |
GL Integration Note: When integrating with Tabs3 General Ledger (GL), an unapplied payments account must be defined before this program can be used.
Note: The "Client" terminology used in "Client Funds" can be changed in Customization. This terminology is used on all menus, windows and reports. However, the label "Client" is used in all documentation.
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