The Client Funds list window includes special column layouts for client funds transaction information.

(default) Column Layout

The “(default)” column layout includes columns for all fields.

Standard Column Layout

The following columns are included with the “Standard” column layout:

Client ID This column displays the Client ID for the client whose client funds transaction is shown on the row. Click the Client ID hyperlink to open the associated matter in the Tabs3 Billing Matter Manager.
Client Name

This column displays the Client Name for the client.

Note: The Client Name column is a virtual field and cannot be used for sorting.
Date This column displays the Date of the client funds transaction.
Transaction Type This column displays the Type of the client funds transaction.
Status This column displays the Status of the client funds transaction.
Amount This column displays the Amount of the client funds transaction.
Description This column displays the Description of the client funds transaction.

Additional Columns

The following additional columns can optionally be included in Client Funds column layouts:

Ref # This column displays the Reference Number of the client funds transaction.
Type

This column displays “W” if the Type of the client funds transaction is Withdrawal, “D” if the type is Deposit or Credit Card, and displays one of the following values if the type is Payment to Firm based on the transaction status:

“P” - Work in process manual funds payment

“M” - Archived manual funds payment

“A” - Archived automatic funds payment
Fund Application This column displays the Fund Application of the client funds transaction. If the transaction is not a Payment to Firm, this column is blank.
Tcode # This column displays the transaction code specified in the Tcode field of the client funds transaction.
Tcode This column displays the transaction code specified in the Tcode field of the client funds transaction, followed by a hyphen, followed by the alpha code, followed by the default tcode description (e.g., “950 - DEP Deposit to client funds”).
H/P This column displays “P” if the Status of the client funds transaction is P - Print, “U” if the status is U - Update, or “H” if the status is H - Hold.
User ID This column displays the User ID who created the client funds transaction.
Creation Date This column displays the date when the client funds transaction was created.
Creation Time This column displays the time when the client funds transaction was created.

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