| Receipt Allocation Report | 
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 How to Access
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The Receipt Allocation Report shows the allocation of receipts (payments) for each client. The report optionally shows billed amounts and the allocation of receipts for individual working timekeepers, fee compensation timekeepers, expenses and advances (by cost type), fee sales tax, expense sales tax, advance sales tax and finance charge. As an option, the report can show detail fee allocations by working timekeeper (gross allocations) or include fee compensation allocations (net allocations). The report can be run for up to two user-defined periods and can optionally include differences for the two periods as well as percentage changed comparison figures. Flexible sorting options allow you to sort the clients in descending order by receipts, billed amounts, billed hours, effective rate, and write offs, thus making it easy to identify the most profitable clients. Write offs, billed hours, and amount due are optionally shown. Unallocated payments can optionally be shown. A summary report shows totals for each client, whereas a "totals only" report shows totals for the timekeeper, category, or firm. The following program tabs are available:
Click on the desired tab when 
appears for information about that program tab.
| Client | Options | Format | Sort |
The OK button can be used to display the Print dialog box.
The Cancel button can be used to close the Receipt Allocation Report window.
The Load and Save buttons are used in conjunction with Tabs3's report definitions.
| See also: | How Payments are Allocated |
| Sales Tax | |
| Security Overview | |
| Fee Compensation Rules Overview | |
| Knowledge Base Article R11160 - Receipt Allocation vs. Cash Receipts Figures | |
| 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.
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