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A one-letter code shown on certain reports that indicates the origin of a fee, cost, or payment transaction.
| T | Trust |
| A | AP |
| R | Tabs3 Billing Remote |
| D | Data Capture Device (See Notes) |
| P or C | PracticeMaster or Tabs3 Connect |
| B | Tabs3 Billing (See Notes) |
| M | Manual Client Funds Payment |
| A | Automatic Client Funds Payment |
- Transactions converted using Tabs3 Device Interface are imported using the Merge Tabs3 Remote Data program, but are assigned a Source value of D.
- Lowercase codes indicate that the transaction has been split using Perform Split Billing (e.g., “b” indicates a split transaction that originated in Tabs3 Billing, “p” indicates that it originated in PracticeMaster).
- The uppercase B code is only reported on Fee/Cost Verification Lists. By default, the code is not displayed on the Transaction File List, Detail WIP Report, or Task Code Billing Report.
- The lowercase b code is only reported on Fee/Cost Verification Lists if the transaction has been manually edited after the Perform Split Billing process was performed.
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