Tabs3 Billing
Tabs3 Billing
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Instructor: Britt Lorish Knuttgen
Automated Horizons, Inc.
Date: December 10, 2009, Thursday
Time: 1:00 PM - 2:00 PM EST
Tabs3 Billing: In this one hour class, you'll learn the fundamentals of billing through Tabs3. Watch and learn how to customize your billing to your firm's needs, including the following topics:
· Fee Compensation Rules
· Preparing Draft and Final Billing
· Use of Billing Frequencies to fine tune Batch Billing
· Using Billing Codes for Greater Flexibility
· Writing off Bills by Timekeeper
· Pre-Bill Tracking
· Customizing Statements using Statement Designer
· Statement Templates
Register to Attend the Tabs3 Billing Class
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Tabs3 Reporting
Tabs3 Reporting
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Instructor: Britt Lorish Knuttgen
Automated Horizons, Inc.
Date: December 11, 2009, Friday
Time: 1:00 PM - 2:00 PM EST
Tabs3 Reporting: Many clients use a small fraction of the reporting that Tabs3 is capable of. In this one hour class, learn how to get the most out of Tabs3 reporting with information that will benefit your firm's bottom line. Topics will include:
· Using Load/Save Report Definitions
· Using Report Suite
· Top Client Report
· Profitability Report
· Date Based versus Period Based Reports
· Productivity Reports
· Cash Receipts Report versus Receipt Allocation and Allocated Payments Reports
· Options for Custom Reporting
Register to Attend the Tabs3 Reporting Class
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