The information in this article applies to:
This article provides guidelines for comparing the information provided on certain Tabs3 reports to the information on other related reports.
At times, it may be desirable to compare information provided on one Tabs3 report to information provided on another report. However, it is easy to make the mistake of trying to compare information from two reports that are based on data from completely separate sources. A thorough understanding of where each report gets its information and how it presents the information is required before attempting to compare any two Tabs3 reports.
There are several reports in Tabs3 that can be directly compared; however, it is important that they be run with the correct criteria and options selected. Listed below are some Tabs3 reports that can be compared directly to each other, along with the criteria that must be used when printing them. You may want to create report definitions that use the criteria listed below for any of the report combinations that you feel might be useful on a regular basis.
Client Ledger Report, Allocated Payments Report, Receipt Allocation Report and A/R by Invoice Report
Cash Receipts Report and Payment Transaction File List
Detail Work-in-Process Report and Transaction File List
Transaction File List and Worked Portion of the Timekeeper Productivity Report
Recap of Hours Report and Hours on the Worked Portion of the Timekeeper Productivity Report
Recap of Hours Report and Transaction File List
Recap of Hours Report and Work-in-Process Reports
Summary Collections Report and Detail Accounts Receivable Report
Summary Collections Report and Accounts Receivable by Invoice Report
Summary Collections Report and Summary Receipt Allocation Report
Detail Collections Report and Client Ledger Report
Timekeeper Status Report and Detail Accounts Receivable Report
Notes About Reports that Include Archive Data
Notes about Reports that cannot be Directly Compared
There are four reports that provide information about the status of a client's balance due. When run with the correct criteria, the Client Ledger Report, Allocated Payments Report, Receipt Allocation Report and A/R by Invoice Report will always agree on certain figures. Instructions for printing each report and making these comparisons are provided below.
Note: This comparison may not be possible if the client ledger and/or receipt allocation information has been incorrectly edited in a version prior to 14, or if data corruption has occurred (e.g., the Update Statements program was interrupted and the data was not restored prior to updating statements).
Use the following steps to print the Client Ledger Report.
Tip: If you have already determined that there is a problem with the balance consistency for one or more clients but you do not know which clients are affected, you can begin narrowing it down by selecting a Report Order of Primary Timekeeper (provided your firm utilizes this field in Client Information) and selecting the Grand Totals check box in the Totals section. Although this results in a longer report, it allows the total information for each primary timekeeper's clients to be compared between the reports, and the clients belonging to those timekeepers for whom the information matches on all reports can be excluded from further examination.
Use the following steps to print the Allocated Payments Report.
Tip: If you have already determined that there is a problem with the balance consistency for one or more clients but you do not know which clients are affected, you can begin narrowing it down by selecting a Report Order of Primary Timekeeper (provided your firm utilizes this field in Client Information) and selecting the Grand Totals check box in the Totals section. Although this results in a longer report, it allows the total information for each primary timekeeper's clients to be compared between the reports, and the clients belonging to those timekeepers for whom the information matches on all reports can be excluded from further examination.
Use the following steps to print the Receipt Allocation Report.
Tip: If you have already determined that there is a problem with the balance consistency for one or more clients but you do not know which clients are affected, you can begin narrowing it down by selecting a Report Order of Primary Timekeeper (provided your firm utilizes this field in Client Information) and selecting the Grand Totals check box in the Totals section. Although this results in a longer report, it allows the total information for each primary timekeeper's clients to be compared between the reports, and the clients belonging to those timekeepers for whom the information matches on all reports can be excluded from further examination.
Use the following steps to print the A/R by Invoice Report.
Tip: If you have already determined that there is a problem with the balance consistency for one or more clients but you do not know which clients are affected, you can begin narrowing it down by selecting a Report Order of Primary Timekeeper (provided your firm utilizes this field in Client Information) and selecting the Grand Totals check box in the Totals section. Although this results in a longer report, it allows the total information for each primary timekeeper's clients to be compared between the reports, and the clients belonging to those timekeepers for whom the information matches on all reports can be excluded from further examination.
The following are examples of each of the reports. For purposes of this article, the items on each report that can be compared to the other reports are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 02/21/2010 Tabs3 Client Ledger Report Page: 1
Burns, Jensen & Powers, P.C.
Fee Expense Advance Finance Payment
Date Ref # Stmt # Timekeeper Amount Expense Type Amount Advance Type Amount Charge Amount Balance Due
----------------------------------------------------------------------------------------------------------------------------
101.01M Barrett/Karen
RE: Apartment Management
12/30/2009 1 495 698.20 2.02 38.50 738.72
2 MLJ: 630.00 1 Phone 0.97 4 Deliveries 38.50
3 PAM: 68.20 2 Photocopies 1.05
01/06/2010 2 497 125.00A 613.72
01/10/2010 3 497 278.10 5.24 25.00 2.53 924.59
2 MLJ: 255.00 1 Phone 5.24 0 Miscellaneous 25.00
3 PAM: 23.10
02/04/2010 4 499 200.00F 4.59
02/21/2010 5 499 83.75 5.87 10.82 825.03
2 MLJ: 56.25 0 Miscellaneous 5.87
3 PAM: 27.50
============================================================================================================================
Subtotal 1060.05 13.13 63.50 13.35 325.00 825.03
2 MLJ: 941.25 0 Miscellaneous 5.87 0 Miscellaneous 25.00
3 PAM: 118.80 1 Phone 6.21 4 Deliveries 38.50
2 Photocopies 1.05
|
Note: The Client Ledger Report illustrated above may not match your report exactly. In the interest of saving space, some columns have been excluded from the report.
When the Client Ledger Report is run with the correct settings and criteria, the figures shown in color in this example will match with the corresponding figures of the same color on the other reports. Specifically:
Date: 02/21/2010 Tabs3 Detail Allocated Payments Report Page: 1
Burns, Jensen & Powers, P.C.
--------------------------------------------------------------------------------------------------------------------------
Pymt Date Ref # Stmt # Pymt Amt Allocated Exp Tax Expenses Adv Tax Advances Fin Chg Fee Tax Fees
--------------------------------------------------------------------------------------------------------------------------
101.01M Barrett/Karen
2 MLJ Apartment Management
01/06/10 2 2 125.00 76.85 0.00 13.35 0.00 63.50 0.00 0.00 0.00
Unallocated Payment: 48.15 Adv Type 0 25.00
Adv Type 4 38.50
02/04/10 4 3 200.00 200.00 0.00 0.00 0.00 0.00 0.00 0.00 200.00
002 Michael L. Jensen 180.46
003 Paula A. Madison 19.54
==========================================================================================================================
Grand Totals 325.00 276.85 13.35 0.00 0.00 63.50 0.00 0.00 200.00
Unallocated Payments: 48.15 Adv Type 0 25.00 002 Michael L. Jensen 180.46
Total Unallocated: 48.15 Adv Type 4 38.50 003 Paula A. Madison 19.54
|
When comparing the Allocated Payments Report to the Receipt Allocation Report, there are several fields that will match when the reports are run with the correct criteria. Each of the fields on the Allocated Payments Report has a corresponding field on the Receipt Allocation Report. The following table indicates which column totals on the Allocated Payments Report will match which fields in the Receipts column of the Receipt Allocation Report:
Allocated Payments Report Column Total |
Receipt Allocation Report Field |
Processed column |
Total for Receipts column |
Fin Chg column |
Finance Charge |
Expenses column |
Expenses |
Exp Tax column |
Expense Tax |
Advances column |
Advances |
Adv Tax column |
Advance Tax |
Fee Tax column |
Fee Tax |
Fees column |
Fees |
Date: 02/21/2010 Tabs3 Detail Receipt Allocation Report Page: 1
Burns, Jensen & Powers, P.C.
All Records
----------------------------------------- ---------------
Billed Billed Current
Hours Amount Receipts Amount Due
---------------------------------------- ----------------------------------------- ---------------
101.01M Barrett/Karen
RE: Apartment Management
2 Michael L. Jensen 0.0 941.25 180.46 760.79
3 Paula A. Madison 0.0 118.80 19.54 99.26
Pri 002 MLJ 0.00
Org 003 PAM 0.00
------- ------ ------- ------
Total Fees 0.0 1060.05 200.00 860.05
0 Miscellaneous 5.87 0.00 5.87
1 Phone 6.21 0.00 6.21
2 Photocopies 1.05 0.00 1.05
------ ------- ------
Total Expenses 13.13 0.00 13.13
0 Miscellaneous 25.00 25.00 0.00
4 Deliveries 38.50 38.50 0.00
------ ------- ------
Total Advances 63.50 63.50 0.00
Finance Charge 13.35 13.35 13.35 0.00
Total 276.85 1150.03 276.85 873.18
Unallocated Payments: 48.15 825.03
|
Date: 02/21/2010 Tabs3 Accounts Receivable by Invoice Report Page: 1
Burns, Jensen & Powers, P.C.
Thru 02/21/10
---------------- B I L L E D ---------------- ------------------ D U E -------------------
Date Fees Expenses Advances Fin Chg Total Fees Expenses Advances Fin Chg Total Ref # Stmt #
---- ---- -------- -------- ------- ----- ---- -------- -------- ------- ----- ----- ------
101.01M Barrett/Karen RE: Apartment Management
12/30/09 698.20 2.02 38.50 738.72 498.20 2.02 500.22 1 1
2 MLJ 630.00
3 PAM 68.20
Exp 1 Phone 0.97
Exp 2 Photocopies 1.05
Adv 4 Deliveries 38.50
Last Applied Pymt: 200.00 02/04/10
01/10/10 278.10 5.24 25.00 2.53 310.87 278.10 5.24 283.34 3 2
2 MLJ 255.00
3 PAM 23.10
Exp 1 Phone 5.24
Adv 0 Miscellaneous 25.00
Last Applied Pymt: 27.53 01/06/10
02/21/10 83.75 5.87 10.82 100.44 83.75 5.87 89.62 5 3
2 MLJ 56.25
3 PAM 27.50
Exp 0 Miscellaneous 5.87
Last Applied Pymt: 10.82 01/06/10
------- ----- ----- ----- ------- ------ ----- ------
Subtotal 1060.05 13.13 63.50 13.35 1150.03 860.05 13.13 873.18
2 MLJ 941.25
3 PAM 118.80
Exp 0 Miscellaneous 5.87
Exp 1 Phone 6.21
Exp 2 Photocopies 1.05
Adv 0 Miscellaneous 25.00
Adv 4 Deliveries 38.50
Unapplied Payments: 48.15 Balance Due: 825.03
|
The information provided on the Cash Receipts Report comes from some of the same data files and is selected using the same basic criteria as the information provided on the Transaction File List. If the correct criteria are used when printing the two reports, the information on them can be compared.
Note: The notes section at the end of this article provides information about situations that may invalidate this comparison.
Use the following steps to print the Cash Receipts Report:
Use the following steps to print the Transaction File List:
In the following examples of the two reports, the items that can be compared are highlighted in color for the purposes of this article. Descriptions of the comparisons are also provided below.
Date: 07/21/2010 Tabs3 Cash Receipts Report Page: 1
Burns, Jensen & Powers, P.C.
Primary Timekeeper: 2 Michael L. Jensen
Regular Fee Expense Advance
Client Name Description Payments Payments Payments Payments Total
------ ---- ----------- -------- -------- -------- -------- -----
101.01M Barrett/Karen Apartment Management 200.00 25.00 125.00 350.00
110.01M Larson/Michael Larson vs. State 325.00 325.00
====== ====== ===== ====== ======
Total Payments for Primary Timekeeper 2: 325.00 200.00 25.00 125.00 675.00
|
When the Cash Receipts Report and the Transaction File List are run with the correct settings and criteria, the figures shown using color in this example will match with the corresponding figures of the same color on the other reports. Specifically, each figure on the Cash Receipts Report will match the total shown in the Transaction File List's Amount column for payments of the same tcode. In the example provided here, the tcodes are configured as follows:
Date: 07/21/2010 Summary Payment Transaction File List Page: 1
Burns, Jensen & Powers, P.C.
Amount
------
Subtotal for Tcode # 91 Payments 200.00
-----
Subtotal for Tcode # 92 Payments 25.00
------
Subtotal for Tcode # 93 Payments 125.00
======
Total for Client ID 101.01 Payments 350.00 Apartment Management
------
Subtotal for Tcode # 90 Payments 325.00
======
Total for Client ID 110.01 Payments 325.00 Larson vs. State
======
Grand Totals Payments 675.00
|
The information provided on the Detail Work-In-Process Report (DWIP) comes from some of the same data files and is selected using the same basic criteria as the information provided on the Transaction File List (TFL). Provided that the correct criteria are used when printing the two reports, the information on them can be compared.
Use the following steps to print the Detail Work-in-Process Report:
Note: The example provided below was generated using the Summarized option.
Use the following steps to print the Transaction File List:
Note: The example provided below was generated using the Summary option.
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 07/19/2010 Tabs3 Detail Work-In-Process Report Page: 1
Burns, Jensen & Powers, P.C.
Client: 101.01M Barrett/Karen BARRETT/KAREN Contact: *Karen Barrett
Apartment Management Office: 402-476-9211
Primary Timekeeper: 4 DHB Category: 20 Real Estate Home: 402-472-9937
Secondary Timekeeper: 3 PAM Draft Template: Draft Rate Code: 1
Originating Timekeeper: 4 DHB Final Template: Recap Date Opened: 04/09/2009
Previous Balance: 0.00
------------------------------------------------------------------------------------------------------------------------------------
H T B R Hours Hours
Date Tmkr Cat Src P X C C Tcode Ref # Rate Units Worked to Bill Amount Description
------------------------------------------------------------------------------------------------------------------------------------
Total Billable Fees 2.48 2.48 303.85
Total Non-Billable Fees 0.26 0.26 32.50
Billable Total: 2 Michael L. Jensen 2.07 2.07 258.75
Non-Billable Total: 2 Michael L. Jensen 0.26 0.26 32.50
Billable Total: 3 Paula A. Madison 0.41 0.41 45.10
Total Fee Credits -0.40 -0.40 -50.00
Total Billable Expenses 40.71
R E C A P
Fees: 303.85
Expenses: 40.71 Previous Balance: 0.00
Advances: 0.00 Payments/Credits: -50.00
------------- -----------
Total WIP: 344.56 Balance Due: -50.00 Total: 294.56
--------------------------------------------------------------------------------------
A/R: 0-30 31-60 61-90 91-120 121-180 181+
--------------------------------------------------------------------------------------
0.00 0.00 0.00 0.00 0.00 0.00
|
The descriptions that print on the reports for the fields that can be compared are very similar. If the example reports shown here had been run in full detail rather than in summarized formats, individual transactions would be listed on each report, rather than a total for each transaction type.
Date: 07/19/2010 Summary Transaction File List Page: 1
Burns, Jensen & Powers, P.C.
Hours Hours
Worked to Bill Amount
------ ------- ------
Subtotal for Fees Billable 2.08 2.08 253.85
Non-billable 0.26 0.26 32.50
Total 2.34 2.34 286.35
Subtotal for Expenses Billable 0.00 0.00 40.71
Total for Client ID 101.01 Billable 2.08 2.08 294.56 Barrett/Karen
Non-billable 0.26 0.26 32.50 Apartment Management
Total 2.34 2.34 327.06
GRAND TOTALS
Billable 2.08 2.08 294.56
Non-billable 0.26 0.26 32.50
Total 2.34 2.34 327.06
|
Notice that the Detail Work-In-Process Report (DWIP) for Client ID 101.01 has a slightly different fee total than the Transaction File List (TFL). This is because the DWIP shows credit transactions separately from the rest of the work-in-process amounts (like a statement), whereas the TFL includes credit transactions in the net amount shown for each transaction type. The fee amount shown on the DWIP for Client ID 101.01 is $50.00 higher than that shown on the TFL, but the DWIP lists a $50.00 credit separately. The following table illustrates the comparison between a DWIP for a client with work-in-process credit transactions and a TFL for the same client:
Comparison |
DWIP |
TFL |
Amounts Shown
- Credits |
Hours
to Bill Amount
------- ------
2.48 303.85
-0.40 -50.00 |
Hours
to Bill Amount
------ ------
2.08 253.85
(n/a) (n/a) |
Totals |
2.08 253.85 |
2.08 253.85 |
Although the information on the Transaction File List (TFL) comes from different data files than the information on the Timekeeper Productivity Report (TPR), the figures provided on the two reports are based on almost the same criteria. Provided the reports are run using the correct criteria, the information on the TFL can be compared to the Amount to Bill shown on the TPR.
Note: If transactions dated beyond the current reporting year have been final billed and updated, the hours and amounts of those transactions are lost to the Worked information on a Timekeeper Productivity Report. For example, if December is the last month of the year and transactions dated in January 2010 are updated while the current reporting month is still December 2009, the worked information on a Timekeeper Productivity Report for January 2010 will not reflect the amounts of those transactions.
Note: The notes section at the end of this article provides information about other situations that may invalidate this comparison.
Use the following steps to print the Transaction File List:
Use the following steps to print the Timekeeper Productivity Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
The Timekeeper Productivity Report, shown below, includes information for the year to date. For the purpose of this comparison, you can disregard the YTD Total column. The amounts to be compared to the Transaction File List are highlighted in blue for timekeeper 4 and orange for timekeeper 5.
Note: The Hours to Bill field on the Timekeeper Productivity Report can also be compared to the Hours to Bill column on the Transaction File List.
Date: 07/20/2010 Tabs3 Timekeeper Productivity Report Page: 1
Burns, Jensen & Powers, P.C.
July 2010 YTD Total
------------------------------------------------------------------------------
4 Daniel H. Brady
------------------------------------------------------------------------------
Worked
Billable Hours Worked 162.00 610.00
Hours to Bill 162.00 610.00
------------------------------------------------------------------------------
Worked Value 20250.00 76250.00
Amount to Bill 20875.00 79104.56
------------------------------------------------------------------------------
Total Hours 162.00 610.00
Total Amount 20250.00 76250.00
WIP Hours to Bill 13.50
WIP Amount: 1687.50
Average Age: 18 Days
------------------------------------------------------------------------------
5 Julie P. Powers
------------------------------------------------------------------------------
Worked
Billable Hours Worked 152.00 603.50
Hours to Bill 152.00 603.50
------------------------------------------------------------------------------
Worked Value 17480.00 75437.50
Amount to Bill 18700.00 76015.85
------------------------------------------------------------------------------
Total Hours 152.00 603.50
Total Amount 17480.00 75437.50
WIP Hours to Bill 6.36
WIP Amount: 586.00
Average Age: 1 Days
GRAND TOTALS
Apr 2010 YTD Total
-------- ---------
------------------------------------------------------------------------------
Worked
Billable Hours Worked 314.00 320.36
Hours to Bill 314.00 320.36
------------------------------------------------------------------------------
Worked Value 37730.00 151687.50
Amount to Bill 39575.00 155120.41
------------------------------------------------------------------------------
Total Hours 314.00 1213.50
Total Amount 37730.00 151687.50
WIP Hours to Bill 19.86
WIP Amount: 2273.50
Average Age: 6 Days
|
Based on the Timekeeper Productivity Report shown above, the total Billable Hours Worked for timekeeper 4 with dates in the month of July, 2010 is 162.00. The total Hours to Bill is also 162.00. The total dollar Amount of all transactions entered is $20,875.
Based on the Timekeeper Productivity Report shown above, the total Billable Hours Worked for timekeeper 5 with dates in the month of July, 2010 is 152.00. The total Hours to Bill is also 152.00. The total dollar Amount of all transactions entered is $18,700.
Below is an example of the Summary Fee Transaction File List.
Date: 07/20/2010 Summary Fee Transaction File List Page: 1
Burns, Jensen & Powers, P.C.
Hours Hours
Worked to Bill Amount
------ ------- ------
Total for Timekeeper 4 Billable 162.00 162.00 20875.00 Daniel H. Brady
Total for Timekeeper 5 Billable 152.00 152.00 18700.00 Julie P. Powers
GRAND TOTALS
Billable 314.00 314.00 39575.00
|
The Recap of Hours Report provides daily totals for billable and non-billable hours worked each day, by week. The Timekeeper Productivity Report provides the totals for billable and non-billable hours worked and hours to bill for the entire month. The Recap of Hours report pulls its data from the fee file and the archive file, whereas the Timekeeper Productivity Report has its own dedicated file for tracking this information. Since the information provided is selected based on the same criteria, it can be especially useful to compare these two reports if there is ever any question about the accuracy of one report or the other. In order to make the comparison, certain criteria must be used when printing the reports.
Note: If transactions dated beyond the current reporting year have been final billed and updated, the hours for those transactions are lost to the Worked information on a Timekeeper Productivity Report. For example, if December is the last month of the year and transactions dated in January 2010 are updated while the current reporting month is still December 2009, the worked information on a Timekeeper Productivity Report for January 2010 will not reflect the hours for those transactions.
Note: The notes section at the end of this article provides information about other situations that may invalidate this comparison.
Use the following steps to print the Recap of Hours Report:
Use the following steps to print the Timekeeper Productivity Report:
The following are examples of the two reports. For purposes of this article, the figures that can be compared between the two reports are highlighted in color. A description of the comparison is also provided below.
Date: 03/19/2010 Tabs3 Recap of Hours Report Page: 1
Burns, Jensen & Powers, P.C.
From March 01, 2010 Thru March 21, 2010
#002 Michael L. Jensen
Sun Mon Tue Wed Thu Fri Sat Total
--- --- --- --- --- --- --- -----
Day 3/01
Billable
Non-billable
Total
Day 2/28 3/01 3/02 3/03 3/04 3/05 3/06
Billable 8.25 6.55 6.90 4.00 6.24 31.94
Non-billable
Total 8.25 6.55 6.90 4.00 6.24 31.94
Day 3/07 3/08 3/09 3/10 3/11 3/12 3/13
Billable 1.00 5.27 3.95 10.22
Non-billable
Total 1.00 5.27 3.95 10.22
Day 3/14 3/15 3/16 3/17 3/18 3/19
Billable
Non-billable
Total
Grand Totals Billable 42.16
Non-billable 0.00
Total 42.16
#003 Paula A. Madison
Sun Mon Tue Wed Thu Fri Sat Total
--- --- --- --- --- --- --- -----
Day 3/01
Billable
Non-billable
Total
Day 2/28 3/01 3/02 3/03 3/04 3/05 3/06
Billable 6.50 6.85 3.17 2.80 19.32
Non-billable
Total 6.50 6.85 3.17 2.80 19.32
Day 3/07 3/08 3/09 3/10 3/11 3/12 3/13
Billable 5.65 1.37 2.00 9.02
Non-billable
Total 5.65 1.37 2.00 9.02
Day 3/14 3/15 3/16 3/17 3/18 3/19
Billable
Non-billable
Total
Grand Totals Billable 28.34
Non-billable 0.00
Total 28.34
|
On the Recap of Hours Report, the Billable figure in the Grand Totals for each timekeeper can be directly compared to that timekeeper's Billable Hours Worked figure for the corresponding month on the Timekeeper Productivity Report.
Date: 03/19/2009 Tabs3 Timekeeper Productivity Report Page: 1
Burns, Jensen & Powers, P.C.
Mar 2009 YTD Total
------------------------------------------------------------------------------
2 Michael L. Jensen
------------------------------------------------------------------------------
Worked
Billable Hours Worked 42.16 394.39
Hours to Bill 42.16 394.39
------------------------------------------------------------------------------
Worked Value 5270.00 52661.40
Amount to Bill 5632.75 55979.20
------------------------------------------------------------------------------
Total Hours 42.16 394.39
Total Amount 5270.00 52661.40
WIP Hours to Bill 47.67
WIP Amount: 6968.75
Average Age: 103 Days
------------------------------------------------------------------------------
3 Paula A. Madison
------------------------------------------------------------------------------
Worked
Billable Hours Worked 28.34 361.75
Hours to Bill 28.34 361.75
------------------------------------------------------------------------------
Worked Value 3259.10 50645.00
Amount to Bill 3967.60 57239.28
------------------------------------------------------------------------------
Total Hours 28.34 361.75
Total Amount 3259.10 50645.00
WIP Hours to Bill 39.15
WIP Amount: 5376.60
Average Age: 100 Days
|
The Recap of Hours Report and the Transaction File List each provide information regarding the data located in the transaction files and the archive file. The high level of flexibility provided by the Transaction File List makes it an ideal way to corroborate the information provided on the Recap of Hours Report. If purging of the archive data has ever occurred, the information on the two reports may be incorrect, but the reports will still provide matching information.
Use the following steps to print the Recap of Hours Report:
Use the following steps to print the Transaction File List:
The following are examples of the two reports. Ideally, when printing the reports using the criteria provided above, the information will match between the two reports. However, the information is presented in a calendar format on the Recap of Hours Report versus a list format on the Transaction File List. For purposes of this article, examples of the fields that can be compared between the reports are shown in color.
Date: 03/19/2010 Tabs3 Recap of Hours Report Page: 1
Burns, Jensen & Powers, P.C.
From March 01, 2010 Thru March 21, 2010
#002 Michael L. Jensen
Sun Mon Tue Wed Thu Fri Sat Total
--- --- --- --- --- --- --- -----
Day 3/01
Billable
Non-billable
Total
Day 2/28 3/01 3/02 3/03 3/04 3/05 3/06
Billable 8.25 6.55 6.90 4.00 6.24 31.94
Non-billable
Total 8.25 6.55 6.90 4.00 6.24 31.94
Day 3/07 3/08 3/09 3/10 3/11 3/12 3/13
Billable 1.00 5.27 3.95 10.22
Non-billable
Total 1.00 5.27 3.95 10.22
Day 3/14 3/15 3/16 3/17 3/18 3/19
Billable
Non-billable
Total
Grand Totals Billable 42.16
Non-billable 0.00
Total 42.16
#003 Paula A. Madison
Sun Mon Tue Wed Thu Fri Sat Total
--- --- --- --- --- --- --- -----
Day 3/01
Billable
Non-billable
Total
Day 2/28 3/01 3/02 3/03 3/04 3/05 3/06
Billable 6.50 6.85 3.17 2.80 19.32
Non-billable
Total 6.50 6.85 3.17 2.80 19.32
Day 3/07 3/08 3/09 3/10 3/11 3/12 3/13
Billable 5.65 1.37 2.00 9.02
Non-billable
Total 5.65 1.37 2.00 9.02
Day 3/14 3/15 3/16 3/17 3/18 3/19
Billable
Non-billable
Total
Grand Totals Billable 28.34
Non-billable 0.00
Total 28.34
|
The daily hours shown on the Recap of Hours Report, above, will match the totals in the Hours Worked column for the corresponding dates. Listed below are the specific figures that can be compared between the two reports. In the sample reports provided, the figures for 03/01/10 and the totals for the reports are each shown in a different color for each timekeeper.
Date: 03/19/2010 Summary Fee Transaction File List Page: 1
Burns, Jensen & Powers, P.C.
Hours
Worked Amount
------ ------
Subtotal for 03/01/10 Billable 8.25 1031.25
Total 8.25 1031.25
---- ------
Subtotal for 03/02/10 Billable 6.55 818.75
Total 6.55 818.75
---- ------
Subtotal for 03/03/10 Billable 6.90 862.50
Total 6.90 862.50
---- ------
Subtotal for 03/04/10 Billable 4.00 600.00
Total 4.00 600.00
---- ------
Subtotal for 03/05/10 Billable 6.24 936.00
Total 6.24 936.00
---- ------
Subtotal for 03/10/10 Billable 1.00 150.00
Total 1.00 150.00
---- ------
Subtotal for 03/11/10 Billable 5.27 740.50
Total 5.27 740.50
---- ------
Subtotal for 03/12/10 Billable 3.95 493.75
Total 3.95 493.75
===== =======
Total for Timekeeper # 2 Billable 42.16 5632.75 Michael L. Jensen
Total 42.16 5632.75
---- ------
Subtotal for 03/01/10 Billable 6.50 910.00
Total 6.50 910.00
---- ------
Subtotal for 03/02/10 Billable 6.85 959.00
Total 6.85 959.00
---- ------
Subtotal for 03/03/10 Billable 3.17 443.80
Total 3.17 443.80
---- ------
Subtotal for 03/04/10 Billable 2.80 392.00
Total 2.80 392.00
---- ------
Subtotal for 03/08/10 Billable 5.65 791.00
Total 5.65 791.00
---- ------
Subtotal for 03/09/10 Billable 1.37 191.80
Total 1.37 191.80
---- ------
Subtotal for 03/10/10 Billable 2.00 280.00
Total 2.00 280.00
===== =======
Total for Timekeeper # 3 Billable 28.34 3967.60 Paula A. Madison
Total 28.34 3967.60
===== =======
Grand Totals Billable 70.50 9600.35
Total 70.50 9600.35
|
The Recap of Hours Report uses the Hours Worked to display its information, while the Detail and Summary Work-in-Process Reports each provide information based on Hours to Bill. In order to compare the two reports, the Hours Worked must be included on a Detail Work-in-Process Report.
Use the following steps to print the Recap of Hours Report:
Use the following steps to print the Detail Work-in-Process Report:
The following are examples of the two reports. Ideally, when printing the reports using the criteria provided above, the information will match between the two reports. However, the information is presented in a calendar format on the Recap of Hours Report versus a list of transactions on the Work-in-Process Report. For purposes of this article, examples of the fields that can be compared between the reports are shown in color. Note that the values on the Work-in-Process Report are not automatically totaled, so this must be done manually.
Date: 03/19/2010 Tabs3 Recap of Hours Report Page: 1
Burns, Jensen & Powers, P.C.
From March 01, 2009 Thru March 21, 2009
#002 Michael L. Jensen
Sun Mon Tue Wed Thu Fri Sat Total
--- --- --- --- --- --- --- -----
Day 3/01
Billable
Non-billable
Total
Day 2/28 3/01 3/02 3/03 3/04 3/05 3/06
Billable 8.25 6.55 6.90 4.00 6.24 31.94
Non-billable
Total 8.25 6.55 6.90 4.00 6.24 31.94
Day 3/07 3/08 3/09 3/10 3/11 3/12 3/13
Billable 1.00 5.27 3.95 10.22
Non-billable
Total 1.00 5.27 3.95 10.22
Day 3/14 3/15 3/16 3/17 3/18 3/19
Billable
Non-billable
Total
Grand Totals Billable 42.16
Non-billable 0.00
Total 42.16
|
The daily hours shown on the Recap of Hours Report, above, will match the totals of all of the transactions in the Hours Worked column for the corresponding dates. Listed below are the specific figures that can be compared between the two reports. In the sample reports provided, the figures for 03/01/10 and the totals for the timekeeper are each shown in a different color. Note that these sample reports assume that the Hours Worked was all done for a single client; if work was done for multiple clients, the billable totals would not be comparable.
Date: 03/19/2010 Tabs3 Detail Work-in-Process Report Page: 1
Burns, Jensen & Powers, P.C.
Working Timekeeper: 2 Michael L. Jensen
Client: 102.00M Richardson/Harold Richardson/Harold Contact: Harold Richardson
Manage Personal Finance Office: 929-885-9055
Primary Timekeeper: 2 MLJ Category: 1 Business Consulting
Secondary Timekeeper: 1 RJB Draft Template: STI Rate Code: 1
Originating Timekeeper: 3 PAM Final Template: STI Date Opened: 07/11/2009
-------------------------------------------------------------------------------------------------------------------------
H T B R Hours Write-Up/ Write-Up/
Date Tmkpr Cat Src P X C C Tcode Ref# Rate Units Worked Down Hrs Amount Down Amt Description
-------------------------------------------------------------------------------------------------------------------------
Fees
03/01/2010 2 MLJ 10 P 2 1 112 125.00 8.25 1031.25
03/02/2010 2 MLJ 10 P 2 1 110 125.00 2.00 250.00
03/02/2010 2 MLJ 10 P 2 1 111 125.00 2.50 312.25 -0.25
03/02/2010 2 MLJ 10 P 2 1 113 250.00 1.05 256.50
03/03/2010 2 MLJ 10 P 2 1 114 175.00 1.90 332.50 -220.00
03/03/2010 2 MLJ 10 P 2 1 116 150.00 5.00 750.00
03/04/2010 2 MLJ 10 P 2 1 117 125.00 4.00 600.00
03/05/2010 2 MLJ 10 P 2 1 120 250.00 1.24 310.00
03/05/2010 2 MLJ 10 P 2 1 122 200.00 2.00 400.00
03/05/2010 2 MLJ 10 P 2 1 129 100.00 3.00 300.00 -74.00
------
Billable Total: 2 Michael L. Jensen 31.94
|
The information provided on the Summary Collections Report comes from some of the same data files and uses the same basic criteria as the information provided on the Detail Accounts Receivable Report. Provided that the correct criteria are used when printing the two reports, the Amount Due information on the reports can be compared.
Use the following steps to print the Summary Collections Report:
Use the following steps to print the Detail Accounts Receivable Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 10/01/2010 Tabs3 Summary Collections Report Page: 1
Jensen, Martin & Anderson, P.C.
Average Amount Amount
Age Billed Paid % Paid Amount Due
-------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd. 57 1672.29 322.18 19.27% 1350.11
RE: Andrew C. Gilbert v. Federated Casualty
Contact: Samantha Kessler Last Payment: 08/27/2010 100.00 35 days
Office: 402-421-2850 Ext. 210
===================================================
Amount Amount
Billed Paid % Paid Amount Due
------ ---- -----------------
Totals 1672.29 322.18 19.27% 1350.11
|
When the Summary Collections Report and the Detail Accounts Receivable Report are run with the correct settings and criteria, the Amount Due figure on the Summary Collections Report figure will match the Total on the Detail Accounts Receivable Report.
Date: 10/01/2010 Tabs3 Detail Accounts Receivable Report Page: 1
Jensen, Martin & Anderson, P.C.
0-30 31-60 61-90 91-120 121-180 181+ Total
----------------------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd.
RE: Andrew C. Gilbert v. Federated Casualty
Samantha Kessler Fees 562.50 300.00 240.00 0.00 240.11 0.00 1342.61
Office: 402-421-2850 Ext. 210 Expenses 7.50 0.00 0.00 0.00 0.00 0.00 7.50
Home: 402-294-8255 Advances 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Open Date: 02/07/2010 Fin Charge 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Primary:RPA Total 570.00 300.00 240.00 0.00 240.11 0.00 1350.11
Progress Bill
============================================================================================================================
Totals Fees 562.50 300.00 240.00 0.00 240.11 0.00 1342.61
Expenses 7.50 0.00 0.00 0.00 0.00 0.00 7.50
Advances 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Fin Charge 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total 570.00 300.00 240.00 0.00 240.11 0.00 1350.11
|
The information provided on the Summary Collections Report comes from some of the same data files and uses the same basic criteria as the information provided on the Accounts Receivable by Invoice Report. Provided that the correct criteria are used when printing the two reports, the Amount Billed and Amount Due on the reports can be compared.
Use the following steps to print the Summary Collections Report:
Use the following steps to print the Accounts Receivable by Invoice Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 10/01/2010 Tabs3 Summary Collections Report Page: 1
Jensen, Martin & Anderson, P.C.
Average Amount Amount
Age Billed Paid % Paid Amount Due
-------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd. 57 1672.29 322.18 19.27% 1350.11
RE: Andrew C. Gilbert v. Federated Casualty
Contact: Samantha Kessler Last Payment: 08/27/2010 100.00 35 days
Office: 402-421-2850 Ext. 210
===================================================
Amount Amount
Billed Paid % Paid Amount Due
------ ---- -----------------
Totals 1672.29 322.18 19.27% 1350.11
|
When the Summary Collections Report and the Accounts Receivable by Invoice Report are run with the correct settings and criteria, the figures shown using color in this example will match with the corresponding figures of the same color on the other report. Specifically, the Amount Due and Amount Billed figures on the Summary Collections Report will match the Total figures on the Accounts Receivable by Invoice Report.
Date: 10/01/2010 Tabs3 Accounts Receivable by Invoice Report Page: 1
Jensen, Martin & Anderson, P.C.
---------------- B I L L E D ---------------- ------------------ D U E -------------------
Date Fees Expenses Advances Fin Chg Total Fees Expenses Advances Fin Chg Total Ref # Stmt #
---- ---- -------- -------- ------- ----- ---- -------- -------- ------- ----- ----- ------
102.00M Federated Casualty, Ltd.
RE: Andrew C. Gilbert v. Federated Casualty
------------------------------------------------------------------------------------------------------------------------------------
05/31/2010 500.00 2.29 502.29 240.11 240.11 16 55
Last Applied Pymt: 100.00 08/27/2010
------------------------------------------------------------------------------------------------------------------------------------
07/27/2010 240.00 60.00 300.00 240.00 240.00 20 75
Last Applied Pymt: 0.00 10/25/2010
------------------------------------------------------------------------------------------------------------------------------------
08/25/2010 300.00P 300.00 300.00 300.00 23 224
------------------------------------------------------------------------------------------------------------------------------------
09/29/2010 562.50 7.50 570.00 562.50 7.50 570.00 22 223
Last Applied Pymt: 0.00 10/25/2010
------- ---- ----- ------- ------- ---- -------
Subtotal 1602.50 9.79 60.00 1672.29 1342.61 7.50 1350.11
Balance Due: 1350.11
Totals
------- ---- ----- ------- ------- ---- -------
1602.50 9.79 60.00 1672.29 1342.61 7.50 1350.11
Balance Due: 1350.11
|
The information provided on the Summary Collections Report comes from some of the same data files and uses the same basic criteria as the information provided on the Receipt Allocation Report. Provided that the correct criteria are used when printing the two reports, the Total Amount Due on the reports can be compared.
Use the following steps to print the Summary Collections Report:
Use the following steps to print the Summary Receipt Allocation Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 10/01/2010 Tabs3 Summary Collections Report Page: 1
Jensen, Martin & Anderson, P.C.
Average Amount Amount
Age Billed Paid % Paid Amount Due
-------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd. 57 1672.29 322.18 19.27% 1350.11
RE: Andrew C. Gilbert v. Federated Casualty
Contact: Samantha Kessler Last Payment: 08/27/2010 100.00 35 days
Office: 402-421-2850 Ext. 210
===================================================
Amount Amount
Billed Paid % Paid Amount Due
------ ---- -----------------
Totals 1672.29 322.18 19.27% 1350.11
|
When the Summary Collections Report and the Summary Receipt Allocation Report are run with the correct settings and criteria, the Amount Due figure on the Summary Collections Report will match the Amount Due figure on the Summary Receipt Allocation Report.
Date: 10/01/2010 Tabs3 TD Summary Receipt Allocation Report Page: 1
Jensen, Martin & Anderson, P.C.
------ MTD ------- ------ YTD ------- ------- TD -------
Timekeeper Billed Paid Billed Paid Billed Paid Amount Due
----------------------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd.
Andrew C. Gilbert v. Federated Casualty
Fees 562.50 319.89 1962.50 919.89 1962.50 919.89 1042.61
Expenses 7.50 2.61 10.11 2.61 10.11 2.61 7.50
Advances 0.00 2.50 62.50 2.50 62.50 2.50
Write Off -60.00 -60.00 -60.00 0.00
Total 570.00 325.00 2035.11 925.00 2035.11 925.00
Write Off -60.00 -60.00 -60.00 1050.11
Billed WIP: 300.00 1350.11
Totals
1 Michael L. Jensen 0.00 319.89 1000.00 759.89 1000.00 759.89 240.11
2 Jennifer A. Martin 562.50 0.00 562.50 0.00 562.50 0.00 562.50
3 Ronald P. Anderson 0.00 0.00 400.00 160.00 400.00 160.00 240.00
------ ------ ------- ------ ------- ------ -------
Total Fees 562.50 319.89 1962.50 919.89 1962.50 919.89 1042.61
0 Miscellaneous 0.00 0.32 0.32 0.32 0.32 0.32 0.00
1 Phone 0.00 1.69 1.69 1.69 1.69 1.69 0.00
2 Photocopies 7.50 0.60 8.10 0.60 8.10 0.60 7.50
---- ---- ----- ---- ----- ---- ----
Total Expenses 7.50 2.61 10.11 2.61 10.11 2.61 7.50
0 Miscellaneous 0.00 2.50 62.50 2.50 62.50 2.50
Write Off -60.00 -60.00 -60.00 0.00
Total 570.00 325.00 2035.11 925.00 2035.11 925.00
Write Off -60.00 -60.00 -60.00 1050.11
Billed WIP: 300.00 1350.11
|
The information provided on the Detail Collections Report comes from some of the same data files and uses the same basic criteria as the information provided on the Client Ledger Report. Provided that the correct criteria are used when printing the two reports, the Amount Due and Total Payment information on the reports can be compared.
Use the following steps to print the Detail Collections Report:
Use the following steps to print the Client Ledger Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 10/01/2010 Tabs3 Detail Collections Report Page: 1
Jensen, Martin & Anderson, P.C.
----------------------------------------------------------------------------------------------------------------------------
102.00 M Federated Casualty, Ltd. Statement Statement Amount Amount
RE: Andrew C. Gilbert v. Federated Casualty Date Number Age Billed Paid % Paid Amount Due
---- ------ --- ------ ---- -----------------
Contact: Samantha Kessler 05/31/2010 55 123 502.29 262.18 52.20% 240.11
Office: 402-421-2850 Ext. 210 Prim: RPA 07/27/2010 75 66 300.00 60.00 20.00% 240.00
Home: 402-294-8255 Sec: MLJ 08/25/2010 224 37 300.00 0.00 0.00% 300.00
Fax: 402-421-2855 Orig: RPA 09/29/2010 223 2 570.00 0.00 0.00% 570.00
-- ------- ------ ------ -------
Cellular: 402-488-2945 57 1672.29 322.18 19.27% 1350.11
E-mail: sk@federated.com
-------------------------------------------------------------------
Trust Balance: 350.00 Progress Billing All Payments within All Months
Client Funds: 5150.00 Billed WIP: 300.00 Payments
--------
05/12/2010 600.00
06/18/2010 50.00
07/22/2010 175.00
WIP 08/27/2010 100.00
------
Total: 925.00
Last Payment Date: 08/27/2010 Average Days Between Payments:36 days
Last Payment Amount: 100.00 Days Since Last Payment:35 days
===================================================================
Amount Amount
Billed Paid % Paid Amount Due
------ ---- -----------------
Totals 1672.29 322.18 19.27% 1350.11
|
When the Detail Collections Report and the Client Ledger Report are run with the correct settings and criteria, the figures shown using color in this example will match with the corresponding figures of the same color on the other report. Specifically, the Amount Due and Total Payments figures on the Detail Collections Report will match the Balance Due and Payment Amount totals on the Client Ledger Report.
Date: 10/01/2010 Tabs3 Client Ledger Report Page: 1
Jensen, Martin & Anderson, P.C.
Fee Expense Advance Payment
Date Amount Amount Amount Amount Bill Total Balance Due
-------------------------------------------------------------------------------------------------
102.00M Federated Casualty, L
RE: Andrew C. Gilbert v. Federated Casualty
===========================================================================
Subtotal 1962.50 10.11 62.50 925.00 2035.11 1350.11
Write Off: 60.00 -60.00
Progress: 300.00 300.00
========================================================================
Total 1962.50 10.11 62.50 925.00 2035.11 1350.11
Write Off: 60.00 -60.00
Progress: 300.00 300.00
|
Note: The Client Ledger Report illustrated above may not match your report exactly. In the interest of saving space, some columns have been excluded from the report.
The information provided on the Timekeeper Status Report comes from some of the same data files and uses the same basic criteria as the information provided on the Detail Accounts Receivable Report. Provided that the correct criteria are used when printing the two reports, the columns on the reports can be compared.
Use the following steps to print the Timekeeper Status Report:
Use the following steps to print the Detail Accounts Receivable Report:
The following are examples of the two reports. For purposes of this article, the items that can be compared are highlighted in color. Descriptions of the comparisons are also provided below.
Date: 10/01/2010 Tabs3 Detail Timekeeper Status Report Page: 1
Jensen, Martin & Anderson, P.C.
-------------------------------------------------------------------------------------------------------------------------------------------------
Primary --------WIP------- --------------------------------Accounts Receivable------------------------------ Total
Timekeeper Hours Amount 0-30 31-60 61-90 91-120 121-180 181+ Balance WIP+AR
-------------------------------------------------------------------------------------------------------------------------------------------------
1 Michael L. Jensen
Fees: 9.75 1,121.25 14,505.35 816.25 7,026.41 0.00 0.00 50.00 22,398.01 23,519.26
Expenses: 0.00 35.69 3.91 0.00 0.00 0.00 0.00 39.60 39.60
Advances: 50.00 0.00 25.00 0.00 239.00 0.00 0.00 264.00 314.00
Fin. Chrg: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total: 1,171.25 14,541.04 845.16 7,026.41 339.00 0.00 50.00 22,701.61 23,872.86
Progress WIP: 500.00
|
When the Timekeeper Status Report and the Detail Accounts Receivable Report are run with the correct settings and criteria, the figures shown using color in this example will match with the corresponding figures of the same color on the other report. Specifically, each aging period (0-30, 31-60, 61-90, 91-120, 121-180, and 181+) on the Timekeeper Status Report will match the corresponding aging period columns on the Detail Accounts Receivable Report, and the Balance column on the Timekeeper Status Report will match the Total column on the Detail Accounts Receivable Report.
Date: 10/01/2010 Tabs3 Detail Accounts Receivable Report Page: 1
Jensen, Martin & Anderson, P.C.
Primary Timekeeper: 1 Michael L. Jensen
0-30 31-60 61-90 91-120 121-180 181+ Total
-------------------------------------------------------------------------------------------------------------------------------------
Totals Fees 14,505.35 816.25 7,026.41 0.00 0.00 50.00 22,398.01
Expenses 35.69 3.91 0.00 0.00 0.00 0.00 39.60
Advances 0.00 25.00 0.00 239.00 0.00 0.00 264.00
Fin Charge 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total 14,541.04 845.16 7,026.41 239.00 0.00 50.00 22,701.61
|
Note: When multiple timekeepers are included, all will print on the Timekeeper Status report, but each will print on a separate page on the Detail Accounts Receivable Report. To conserve space, only one timekeeper is included on the reports shown above.
There are two things to keep in mind when making comparisons involving reports that can include archive data (i.e., the Transaction File List, the Recap of Hours Report and the Write-Up/Write-Down Report):
Tabs3 stores information about transactions in multiple file. Because of this, reports can draw data from multiple sources, which can cause some reports which you might expect to be comparable to show different values. This can be caused because one report pulls from both Work-in-Process and Archived transaction files, where the other only deals with one, or because the files are updated at different times for certain values (such as when a transaction report for a payment vs. an allocation report).
Due to the way payments are allocated in Version 14, comparing reports that show payments by Transaction Date and reports that show Allocated Payments may not be possible. This is because the date the payment was received and the date the payment was allocated may differ.
For instance, comparing the Cash Receipts Report and the Detail Allocated Payments Report is only possible when the date of the payment allocation matches the date of the payment transaction. Likewise, the Receipt Allocation Report and the Cast Receipts Report may not match if all payment allocations do not match the date of the payment transaction.
Here is a list of the reports that are often attempted to be compared, but which are not valid comparisons.
Receipt Allocation figured are updated when payments are entered, when statements are generated, and when manual allocations are performed. Because of this, the figured on Receipt Allocation Report may not directly match those of other transaction or receipt-based reports. This is often due to a specified time period where allocation has been performed without a transaction during the same time period.
Here are the reports that are often attempted to be compared, but which is not valid comparison.
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