Tabs3 Billing Location

 

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Summary Work-In-Process Report
 

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Statements | Statement Preparation | Summary Work-In-Process Report
 

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All Actions | Transactions | Transaction Reports | Summary Work-In-Process Report

All Actions | Statement Preparation | Summary Work-In-Process Report

All Actions | Reports | Transaction Reports | Summary Work-In-Process Report

Access Rights

 

Access Profile | Tabs3 Billing tab | Statement Preparation | Summary Work-In-Process Report
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access FunctionExclusive FunctionSingle Access Function

 

Non-Platinum

Multi-Access FunctionExclusive FunctionSingle Access Function

The Summary Work-In-Process Report provides a summary report of unbilled fee and cost transactions by client. This report can be used for verification of the fee, cost, credit, and payment transaction totals prior to printing billing statements. Non-billable transactions are not included. Client funds and trust account balances are included on the report. Aged accounts receivable information and Billing notes and instructions can optionally be included on the report. The following program tabs are available:

Click on the desired tab when appears for information about that program tab.

Client Transactions Options Format Sort

Client

Transactions

Options

Format

Sort

The OK button can be used to display the Print dialog box.

The Cancel button can be used to close the Summary Work-In-Process Report window.

The Load and Save buttons are used in conjunction with Tabs3's report definitions.

See also:   TAS Integration Notes
  Notes About Client Funds
  Security Overview
  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.