The List Content section lists recent transactions and statements. You can view a combined list of all of the transactions or individual lists for each transaction type. To view an individual list, click the list name in the header.

Recent Activity

Fees

Costs

Payments

Statements

Write Offs

Client Funds

Trust

Trust Requests

Note: If you are assigned to specific timekeepers, only transactions for those timekeepers will be displayed.

Recent Activity

The Recent Activity List displays the 100 most recent transactions and statements.

Note: If you do not have access rights to any of the other lists, “No records” will be displayed instead. See the individual list entries below for their required access rights.

The following columns are displayed for this list:

Date Displays the date assigned to the record.
Type Indicates the type of record.
Status Displays the current status of the record.
Amount Displays the amount assigned to the record.

Note: You must have the Detail Fees access right in order to view Fee Amounts. If you do not have this access right, the Amount column will be blank for fee transactions.
Description Displays the description assigned to the record.

Click an individual list item to open its corresponding record. Refer to the individual record type sections below for more information. Archived transactions (other than payments) cannot be opened.

Fees

The Fees list displays the 100 most recent fee transactions.

Note: You must have the Browse Fees access right to display the Fees list. If you do not have this access right, the Fees list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the fee transaction.
Status Displays the current Status of the fee transaction.
Timekeeper Displays the Timekeeper assigned to the fee transaction.
Hours Displays the Hours to Bill assigned to the fee transaction.
Amount Displays the Amount assigned to the fee transaction.

Note: You must have the Detail Fees access right in order to view Fee Amounts. If you do not have this access right, the Amount column will not be displayed.
Description Displays the Description assigned to the fee transaction.

Click the Load More button at the base of the list to display the next 100 fee transactions (if present).

Click an individual list item to open the corresponding transaction in the Fee Entry window. Archived transactions cannot be opened.

Costs

The Costs list displays the 100 most recent cost transactions.

Note: You must have the Browse Costs access right to display the Costs list. If you do not have this access right, the Costs list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the cost transaction.
Type Displays the type of cost transaction (Expense or Advance).
Status Displays the current Status of the cost transaction.
Amount Displays the Amount assigned to the cost transaction.
Description Displays the Description assigned to the cost transaction.

Click the Load More button at the base of the list to display the next 100 cost transactions (if present).

Click an individual list item to open the corresponding transaction in the Cost Entry window. Archived transactions cannot be opened.

Click the View AP Invoice link to open the Invoice record associated with the cost in Tabs3 Accounts Payable.

Payments

The Payments list displays the 100 most recent payment transactions.

Note: You must have the Browse Payments access right to display the Payments list. If you do not have this access right, the Payments list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the payment transaction.
Type Displays the Receipt Type of the payment transaction.
Status Displays the current Status of the payment transaction.
Amount Displays the Amount assigned to the payment transaction.
Description Displays the Description assigned to the payment transaction.

Click the Load More button at the base of the list to display the next 100 payment transactions (if present).

Click an individual list item to open its corresponding record in the Payment Information window.

Statements

The Statements list displays the 100 most recent statements.

Note: You must have the View Statements access right to display the Statements list. If you do not have this access right, the Statements list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the statement.
Statement # Displays the Statement Number assigned to the statement.
Status

Displays the current status of the statement (i.e., Paid or Unpaid).

Paid statements display a icon next to their status. Unpaid statements display a color coded indicator showing how many days have passed since that statement was billed (based on the Statement Date specified). The color of the indicator is yellow if the age of the statement is within the first two aging periods defined in the Tabs3 Billing Customization window, or red if it is within the third or greater aging period.

Note: If no more than two aging periods are defined, the indicator will always appear as yellow.
Amount Billed

Displays the amount billed on the statement.

Note: A “P” next to the Amount Billed indicates a Progress Billing statement.
Amount Due Displays the remaining amount due for the statement.

Click the Load More button at the base of the list to display the next 100 statements (if present).

Click an individual list item to open its corresponding record in the Statement Information window.

Write Offs

The Write Offs list displays the 100 most recent write offs.

Note: You must have the View Statements access right to display the Write Offs list. If you do not have this access right, the Write Offs list will not be displayed.

The following columns are displayed for this list:

Date Displays the Write Off Date specified for the write off.
Tcode Displays the Transaction Code of the description only transaction, if one was created for the write off.
Amount

Displays the amount of the write off.

Note: Write offs that have been reversed are shown with an Amount of 0.00 (zero).
Description Displays the Description of the description only transaction, if one was created for the write off.

Click the Load More button at the base of the list to display the next 100 write offs (if present).

Click an individual list item to open its corresponding record in the Write Off Information window.

Client Funds

The Client Funds list displays the 100 most recent client funds transactions.

Note: You must have the Browse Client Funds access right to display the Client Funds list. If you do not have this access right, the Client Funds list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the client funds transaction.
Type Displays the Type of the client funds transaction.
Status Displays the current Status of the client funds transaction.
Deposits Displays the Amount assigned to the client funds transaction if the Type is Deposit or Credit Card.
Withdrawals Displays the Amount assigned to the client funds transaction if the Type is Withdrawal or Payment to Firm.
Description Displays the Description assigned to the client funds transaction.
Fund Balance Displays a running Client Funds balance for the selected matter.

Click the Load More button at the base of the list to display the next 100 client funds transactions (if present).

Click an individual list item to open its corresponding record in the Client Funds Entry window. Archived transactions cannot be opened.

Trust

The Trust list displays the 100 most recent trust transactions. Click the Load More button at the base of the list to display 100 additional records.

Note: You must have the Browse Trust Transactions access right to display the Trust list. If you do not have this access right, the Trust list will not be displayed.

The following columns are displayed for this list:

Date Displays the Date assigned to the trust transaction.
Description Displays the Description assigned to the trust transaction.
Bank Indicates the Bank associated with the trust transaction.
Type Displays the Type of the trust transaction. Check transactions also show the Check #.
Payee

Displays the name of the Payee assigned to the trust transaction.

Note: If the Matter Manager window is too narrow to effectively display all of the columns, the Payee column is automatically hidden.
Deposits Displays the Amount assigned to the trust transaction if the Type is Deposit or Credit Card.
Withdrawals Displays the Amount assigned to the trust transaction if the Type is Check or EFT.
Balance

Displays a running Trust balance for the selected matter.

Note: If the matter is configured with more than one trust bank account, the Balance column is not shown.

Click the Load More button at the base of the list to display the next 100 trust transactions (if present).

Click an individual list item to open its corresponding record in the Trust Transaction Entry window in Tabs3 Trust Accounting.

Trust Requests

The Trust Requests list displays the 100 most recent trust requests. Click the Load More button at the base of the list to display 100 additional records.

Note: In order to display the Trust Requests list, you must have the Browse Trust Transactions access right, a Tabs3 Pay™ merchant account must be configured for Trust, and at least one record must be present.

The following columns are displayed for this list:

Date Displays the Date the trust request was originally sent.
Type Displays “Statement” if the trust request was generated as part of an Email Statement, or “Manual” if the trust request was sent using the Request Trust Deposit link in Take Action group the Quick Clicks pane.
Status Displays the current status of the trust request (i.e., Paid or Unpaid).

Paid trust requests display a icon next to their status. Unpaid trust requests display a color coded indicator showing how many days have passed since that trust requests was sent. The color of the indicator reflects its age, ranging from green for the most recent aging period, to red for the oldest aging period, based on the aging periods defined in the Tabs3 Billing Customization window.
Amount Displays the Amount of the trust request.

Click the Load More button at the base of the list to display the next 100 trust requests (if present).

Click an individual list item to open its corresponding record in the Request Trust Deposit window.