Include Columns

 

This section lets you select which columns you want included on the report. The order of the check boxes reflects the order in which the columns print on the report. Keep in mind that the more columns selected, the wider the report and the smaller the font. You may find that selecting fewer columns generates a more readable report.

The following columns can be included or excluded from the report:

	Authorization Date	The date that the credit card transaction was authorized.
	Authorization Time	The time that the credit card transaction was authorized.
	Client ID	The Client ID for which the credit card transaction was entered.
	Transaction Status	The current status of the data entry transaction associated with the credit card transaction. Can be one of the following:
		ARCH	They transaction was included in a final statement and updated.
		Deleted	The transaction was deleted from Tabs3 Billing.
		WIP	The transaction is still work-in-process. When displayed using the Preview option, you can drill down to individual transactions with a WIP status allowing you to edit data directly from the Preview window.
	Source	The file where the credit card transaction was entered.
		Pymt	The transaction was entered in the Payment file.
		Fund	The transaction was entered in the Client Funds file.
	Reference #	The Reference # generated by the Tabs3 Pay®, LawPay®, or LexCharge® processing system.
	Merchant ID	The Merchant ID used.
	Credit Card Information	The credit card type and last four digits of the credit card used in the transaction.
	Cardholder Name	The name of the cardholder as it was entered on the Add Card page of the Credit Card Authorization window (or read by the card reader, if used). This field defaults to the Contact Name assigned to the client in the Client Contact, if it is not overwritten by the user or the card reader.
	Transaction Type	The type of credit card transaction.
		Charge	A charge transaction processed by  Tabs3 Pay, LawPay, or LexCharge.
		Credit	A charge that was credited after being processed by Tabs3 Pay, LawPay, or LexCharge.
		Void	A charge that was voided before being processed by Tabs3 Pay, LawPay, or LexCharge.
	User ID	The User ID of the user who created the transaction. Note: For transactions that were created via Import Online Payments, the User ID shown is that of the user who initiated the import (either by being the first person to open Tabs3 Billing that day, or by opening the Import Online Payments window).