The Unallocated Payments Report shows partial or fully unallocated payments by client. Unallocated payments will be included on the report based on the transaction date of the payment, not the allocation date. This report shows unallocated payments by client in payment transaction date order. This report is particularly useful for providing the detail payment breakdown for the Unallocated Payments figure shown on the Receipt Allocation Report, Allocated Payments Report, and the Cash Receipts Report. This report has drill-down capabilities. The following program tabs are available:

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

Client Options Sort

Client

Options

Sort

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

The Cancel button can be used to close the Unallocated Payments Report window.

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

See also:   Notes
  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.