This section allows you select which file's transactions you want to include on the report.

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

Payments

 Select this option to include transactions entered in the Payment file.

Client Funds

 Select this option to include transactions entered in the Client Funds file.

Note: The same Merchant Account configuration is used for both Tabs3 Billing Payments and Client Funds transactions. Therefore, when comparing the Credit Card Authorization List to Tabs3 Pay®, LawPay®, or LexCharge® reports, select to include both Payments and Client Funds sources.