Select the source of the transactions that you want to include on the report:

  Billing Select this check box if you want transactions that were entered through Tabs3 Billing to be included on the list.
  Remote Select this check box if you want transactions that were entered using Tabs3 Billing Remote software to be included on the list.
  Data Import Select this check box if you want transactions that were entered through Tabs3's Import Online Payments or Merge Data Capture Transactions utilities to be included on the list.
  PracticeMaster Select this check box if you want transactions that were entered using PracticeMaster or Tabs3 Connect (or third party practice management software) to be included on the list.
  Accounts Payable Select this check box if you want cost transactions that were entered through Accounts Payable Software to be included on the list.
  Trust Select this check box if you want payment transactions that were entered through Trust Accounting Software to be included on the list.
  QuickBooks Select this check box if you want cost or payment transactions that were entered using QuickBooks to be included on the list.

Note: If payments are included on the report, automatic Client Funds payments will be included regardless of the selected sources.

Note: Transactions converted using Tabs3 Device Interface are imported using the Merge Tabs3 Remote Data utility, but are assigned a Source value of Data Import.