Data Access - This file and its fields are accessible via the Tabs3 ODBC driver.

 

Platinum SQL

Assign SQL Access Rights

   

R11943 - Accessing the Platinum SQL Database via ODBC

 

Legacy ODBC

Initialize Tabs3 Billing ODBC

   

R10017 - Working with ODBC

The following is a list of fields found in the Client Funds file.

Tabs3 Client Funds File
Field Name Description Notes
_SEQUENCE_NO Internal Sequence Number  
CLIENT_ID Client ID  
REFERENCE_NUMBER Ref #  
RECORD_TYPE Record Type

D=Deposit

W=Withdrawal

P=Payment to Firm
FUND_APPLICATION Fund Application

F=Apply to Fees

C=Costs

E=Expenses

A=Advances

L=All
DATE Date  
TCODE Tcode 0-999
AMOUNT Amount  
STATUS Status

H=Hold

P=Print

U=Ready to be Updated
USER_ID User ID  
CREATE_DATE Date Entered  
CREATE_TIME Time transaction was created  
GL_REF Reference Field (defaults to Client ID)  
PYMT_SEQNO Sequence # of linked payment transaction  
LP_TRANSACTION_ID LawPay Transaction ID  
DESCRIPTION Description maximum 5000 characters
CC_TRANS_ID PayFuse Transaction ID  
PP_PAYMENT_ID LexCharge Payment ID