This option gives you the ability to generate statements for clients who have activity, who have no activity, or both.

With Activity Select this option if you only want to bill clients who have unbilled fees or costs, payments, client funds activity or billable client funds. This option will exclude clients who have a previous balance and no other activity. Clients who have both a previous balance and other activity will be included.
Without Activity Select this option if you only want to bill clients who have no unbilled fees or costs, payments, client funds activity or billable client funds. Use this option in order to generate statements for clients who have no other activity. Finance charge will be assessed.
Both Select this option if you want to include clients with activity only, previous balance only, or activity and previous balance.

Caution: Do not run final statements using any of these options without first updating any previously run final statements. Otherwise, any final statements previously run may be unbilled.

TAS Integration Note: Clients with only a trust account balance or trust account activity will be included if the Generate statements that only have a trust balance or remittance request check box is selected in Tabs3 Customization.

Note: Tabs3 takes threshold billing amounts into consideration when printing statements with the With Activity or Both option selected.

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.