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

Client Transactions Options Format Sort

The Options tab for the Detail Work-In-Process Report includes additional options for the report.

Report Date

Include

Previous Balance Only Clients

Zero Activity Clients with Billable Client Funds

Clients that do not meet Billing Thresholds

Clients with only Payments

Trust Balance Clients Only

Layout

Summarized

Subtotal Using Final Template Format

Update Pre-Bill Tracking

Fee Order

Print

Criteria Page

 

See also: 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.