Version 14 What's New List

• Tabs3 Billing v14 Highlights
• PracticeMaster v14 Highlights
• Tabs3 General Ledger v14 Highlights
• Tabs3 Trust Accounting v14 Highlights

• Tabs3 Accounts Payable v14 Highlights
• Tabs3 Custom Report Writer v14 Highlights
• Other Tabs3 Billing v14 Features
• Tabs3 and GLS Integration

• Totally redesigned receipt allocation provides unprecedented flexibility in an off-the-shelf billing package. The new receipt allocation rules and reports make it easy to determine compensation for attorneys no matter how simple or complex your rules for compensation are.
• New compensation rules and reports give you the flexibility you need to eliminate manual calculations. Create fee compensation rules and reports for multiple levels of timekeepers, as well as various date and amount ranges. Here are some examples of how fee compensation rules can be used:
• Kathy gets 2% of receipts from all working timekeepers.
• Bruce gets 5% of receipts from work done by Amber, Deb and Phil.
• Dan gets 5% of receipts for Acme Insurance until June, 2007.
• Brad gets 10% of receipts for Widgets International until he receives a total of $10,000.
• Multiple new reports for payments and receipt allocation reporting include:
• New Analysis reports. Track how much has been billed and paid each month. This information can be grouped by timekeeper or by client.
• Realization reports. See what portion of each bill has been paid (i.e., realized), and see how much of those payments each timekeeper has earned. You can also group and subtotal invoices by clients or timekeepers.
• New Unallocated Payments Report.
• Improved Receipt Allocation Report can be run for up to two user-defined period. You are not longer limited to MTD, YTD or TD periods. Periods can span any time frame, including prior reporting periods.
• Improved Cash Receipts Report.
• New Allocated Payment Report replaces the Processed Payments Report.
• Improved the Payment data entry window.
• Lets you view and modify receipt allocations as you enter a payment.
• Now lets you track the check number, type of payment, and a reference field for all payments (not just those that integrate with Tabs3 General Ledger Software (GLS)).
• New GLS Integration lets you automatically create more than two journal entries for one payment to easily tie payments to more than one account (e.g., fee income, costs advanced, reimbursable expenses, finance charge income, etc.). Tabs3 can be configured to post journal entries according to allocations by timekeeper, location, location by timekeeper; by category, category by timekeeper; by tcode; by cost type; by tcode by cost type. This new functionality greatly improves the integration capabilities. It also effectively eliminates the need to make separate payment entries for fees, expenses, advances, and finance charge.

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• Enter costs in PracticeMaster regardless of whether you are integrating with Tabs3 and Tabs3 General Ledger Software. (GLS journal entries will not be created for any costs entered in PracticeMaster.)
• Sort columns by clicking on a column heading for the Task List and in several other areas.
• Resize the panes in the Calendar Plan Template window, the View Calendar Plans window, the Preview of Plan window, and the View Associated Plans window.

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• Automatically post journal entries for payments based on how the payment was allocated instead of just by tcode.
• View and modify receipt allocations at the time of payment entry.
• Track the check number, type of payment, and a reference field for all payments (not just those that integrate with GLS).
• Post to GLS on two levels. For example, Tabs3 can be configured to post journal entries for payments:
• By Timekeeper and Location.
• By Category and Location.
• By Tcode and Location.
• By Category and Timekeeper.
• By Cost Type and Tcode.
• New warning messages when journal entries are created for a prior reporting month.

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• Tabs3 Trust Accounting (TAS) payments now take advantage of the new GLS integration in Tabs3. As a result, when integrating TAS with Tabs3 and GLS, Tabs3 now creates the GLS journal entries instead of TAS. This means that TAS can now take advantage of the ability to create GLS journal entries for a payment to FIRM by payment type at the time of allocation, including Unapplied Payment posting.
• Save time and look more professional with checks and forms designed specifically to work with Tabs3 TAS. To order online, visit www.NelcoSolutions.com/tabs3. To request a free sample or with questions, call (800) 266-4669.
• TAS payments to FIRM are now linked to the Tabs3 payment. When a check or EFT to FIRM is voided in TAS, the associated Tabs3 payment will be treated as follows:
• If the payment is still in work-in-process in Tabs3, the payment will be deleted from Tabs3 and Tabs3 will create the associated reversing GLS entries.
• If the payment has already been run on a final statement and updated in Tabs3, the payment will not be affected and no GLS reversing will be created.

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• Improved check processing time.
• Improved report processing time.
• Save time and look more professional with checks and forms designed specifically to work with Tabs3 Accounts Payable Software. To order online, visit www.NelcoSolutions.com/tabs3. To request a free sample or with questions, call (800) 266-4669.

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• Added the ability to include one or more Custom Fields from the Client file. Each Custom Field can be added as a separate column on the report and you can optionally print the Label, Text, or Label and Text for the field.
• Added the ability to include the Billing Notes and Instructions field from the Client file.
• Added the ability to include the Beginning Statement Notes field and/or the Ending Statement Notes field from the Client file.
• Added the ability to optionally print a field label for the following fields:
• Client Notes.
• Billing Notes and Instructions.
• Beginning Statement Notes.
• Ending Statement Notes.
• Added the ability to include the Hours Worked field from the Fee Entry program.
• Added drill-down capability to the Client field from all Tabs3 Report Writer reports when previewed in Tabs3.
• Added the ability to limit the information included on the report for a specific User ID and/or Date Entered range for the following fields: Hours to Bill, Fee Transactions, Expense Transactions, Advance Transactions, and Payments.
• Added the ability to include a Progress Paid figure. This field displays the difference of total Progress Billed amounts and Progress Billed amounts due.
• Added the ability to specify a default report orientation of either Portrait or Landscape in each report definition.
• Added the ability to include information for the following fields based on a Timekeeper Level range:
• R/A Billed Hours.
• R/A Billed Amount.
• R/A Write Off.
• R/A Paid Amount.
• Hours to Bill.
• Hours Worked.
• Fee Transactions.
• Advance Transactions.
• Replaced the MTD/YTD/TD period selector with the new Tabs3 period selector allowing you to include information for any time period for the following fields:
• R/A Hours.
• R/A Billed Amount.
• R/A Write Off.
• R/A Paid Amount.
• Several changes were made to the R/A Paid Amounts field to accommodate the new Receipt Allocation reporting capabilities in Version 14:
• Added an Include Fee Compensation Amounts check box. When this check box is selected, the paid amount on the report will be the net value for the timekeeper range. When this check box is cleared, the paid amount on the report will be gross value for the timekeeper range. The net value represents the timekeeper fee paid amounts after fee compensation percentage amounts have been allocated; whereas the gross value represents the working timekeeper fee paid amounts before any fee compensation percentage amounts have been allocated.
• Added a new Type designator or "Firm" for the R/A Paid Amount field. This field can be used to display the payments allocated to the firm via the Fee Compensation Rules.
• Added the ability to specify a Timekeeper range when using the R/A Paid Amount field with a Type of "Primary Timekeeper," "Secondary Timekeeper" or "Originating Timekeeper." Tabs3 now allows for multiple Primary, Secondary or Originating Timekeepers to receive payment allocations by using Fee compensation Rules.
• Added the ability to include the Location Description.
• Added the ability to optionally print a separator line between clients. This can be useful to show where each client's information ends especially when printing reports with Client Notes or Billing Notes and Instructions.

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Other Tabs3 Version 14 Features

• Fee Compensation Rules
• Fee Compensation Rules Report
• Payment Entry
• Undo Updated Statements
• Allocated Payments Report
• Cash Receipts Report
• Receipt Allocation Report
• Unallocated Payments Report
• Timekeeper Analysis Report
• Client Analysis Report
• Timekeeper Realization Report
• Client Realization Report

• Transaction File List & Task Code Billing Report
• Improved Handling of Duplicate Statement Numbers
• Write Off Client Program
• Transfer Transactions & A/R
• Client Information
• Delete Range of Clients
• Month End Procedures
• Support Log
• Change Client Options
• General

• Added the ability to create fee compensation rules for each client allowing you to specify a percentage of a client's receipts that you want allocated to a specific timekeeper or the firm.
• Replaced primary, secondary and originating percentages from the Setup tab in the Client data entry program with fee compensation rules that can be set up by clicking the Fee Compensation Rules button.
• Fee Compensation Rules Tables can be shared, copied and customized. Each table can include multiple rules.
• When creating fee compensation rules, rules can be based on:
• A percentage of receipts from all working timekeepers.
• A percentage of receipts from selected working timekeepers.
• A percentage of receipts from all working timekeepers assigned to a specific timekeeper level (i.e., partners, paralegals, etc.).
• A percentage of receipts from statements within a specific date range.
• A percentage of receipts from accumulated receipts within an amount range.

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• Added a new report that shows fee compensation rules that have been defined. The report can be run by client or by fee compensation timekeeper. It can be run for all fee compensation timekeepers and the firm or for selected specific fee compensation timekeepers.

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• Added a Payment Allocation window that lets you view current payment allocations or make manual payment allocations. This window can be displayed by clicking the button next to the Amount field or pressing Alt+P.
• The Payment Allocation window is extremely flexible and includes a tree control that lets you view detailed billed information for the entire client, by statement, by timekeeper, or by cost type. It includes the ability to see a summary accounts receivable breakdown as well as a breakdown for each statement allowing you to manually adjust how a payment is applied. When fee compensation rules are defined for a client, a separate breakdown for fee compensation amounts can be displayed.
• The Payment Allocation window facilitates the ability to apply payments to fees, expenses, and advances thereby virtually eliminating the need to enter separate fee, expense, and advance payments.
• Right-clicking a statement in the tree control allows you to see the exact details of the statement by allowing you to Reprint the Updated Statement.
• Clicking the Client icon provides direct access to the Client file, allowing you to view fee compensation rules that have been defined.
• Added an access right that can be used to restrict non-managers access to the Payment Allocation window.
• Improved the apply payments by statement number feature.
• When entering a payment for a specific statement, the Due columns in the Statement Ledger Lookup window now include work-in-process payments.
• When applying a payment by statement number, added the ability to see what Client ID the statement is associated with even when that statement has no balance due.
• You can now accurately select a statement record when duplicate statement numbers are present.
• Added the ability to specify a Receipt Type, Check # and Ref/Memo field. Previously, these fields were only available if you were integrated with GLS.

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• Tabs3 now requires that you undo updated statements in the order of the most recently updated statement first.

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• Changed the date range specified on the Options tab to be based off of a payment's allocation date instead of the payment date.
• Added the ability to optionally include timekeeper's Fee Compensation amounts, thus allowing you to run the report with two different sets of figures: based solely on working timekeeper allocations; or including timekeeper's Fee Compensation amounts along with working timekeeper allocations.

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• Updated the Cash Receipts Report to reflect how the payment was allocated.
• The Cash Receipts Report can optionally be run in Detail or Summary format. The Summary report shows totals by client whereas the Detail report shows individual payments for each client.
• Added an option to print portrait or landscape.
• Added the ability to optionally include the breakdown of applied payments (fees, expenses, advances, etc).
• Added the ability to optionally include allocation breakdown (timekeepers, cost types, etc.).
• Added the ability to optionally include Payment Adjustments.
• Added the ability to optionally include Reference #'s for payments.

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• The Receipt Allocation Report can now be run for a user specified period instead of only for MTD, YTD and TD. Optionally allows you to compare two periods.
• Includes a list of over 15 pre-defined time periods such as Current Reporting Month, Prior Calendar Month, Prior Quarter, Current Reporting Year, Prior Reporting Year, Custom, etc. These new pre-defined time periods make it easy to save report definitions with date variables.
• Added the ability to optionally include fee compensation amounts, thus allowing you to print the report with gross or net figures. The gross value represents the working timekeeper fee paid amounts before any fee compensation percentage amounts have been allocated; whereas the net value represent the timekeeper fee paid amounts after fee compensation percentage amounts have been allocated.
• The Recent Allocation Report no longer needs to be run to allocate work-in-process payments. Payments are now allocated at the time of the payment is entered (provided accounts receivable is due) and when statements are updated.
• Added additional secondary sort options allowing you to sort the Receipt Allocation Report by the following:
• Client ID.
• Client Name Search.
• Billed Hours.
• Billed Amounts.
• Write Offs.
• Receipts.
• Effective Rate.
• Added a Format tab that allows you to optionally include the following columns. When two time periods are included on the report, you can also optionally include the difference and/or the percentage change between the two periods:
• Billed Hours.
• Billed Amount.
• Write Offs.
• Receipts.
• Effective Rate.
• Eliminated the need to run an end-of-month Receipt Allocation Report before closing out the month.
• Payments that apply to progress fees are now shown as a separate amount on the report.

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• Added a new report that includes payments with a remaining amount to apply (i.e., partially unallocated) as well as payments that are completely unallocated. This report will provide a detail breakdown of the Unallocated Payments figure from the Receipt Allocation Report.

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• Added a new report that provides billed and paid information for a timekeeper in a month. The report includes an analysis of Billed Hours, Original Hours, Billed Amounts, and "Gross" Receipts by working timekeeper for an individual month or a range of months.

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• Added a new report that provides billed and paid information for a client in a month. The report includes an analysis of Billed Hours, Original Hours, Billed Amounts, and Receipts for an individual month or a range of months.

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• Added a new report that can be used to evaluate the profitability in individual timekeepers by reviewing the amounts collected on specific billings. The report includes billed information for a specified date range, the realized value compared to actual time spent, and receipts applied (i.e., collection) to the billed information all on a single report.

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• Added a new report that can be used to evaluate the profitability of clients by reviewing the amounts collected on specific billings. The report includes billed information for a specified date range, the realized value compared to actual time spent, and receipts applied (i.e., collections) to the billed information all on a single report.

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• Added the ability to include columns for Receipt Type, Check #, and Ref./Memo fields when including payments.
• Added the ability to select Receipt Type or Check # as a sort order.
• Changed the Sort tab to use drop-down lists for the sort orders.

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• Improved how Tabs3 handles duplicate statements, thus allowing the Select by Statement Number Lookup window to accurately report records with the same statement number. The following applies to statements updated in Version 14 or later.
• The Reprint Statements program can now reprint individual statements with duplicate statement numbers.
• The Undo Updated Statements program can now undo individual statements with duplicate statement numbers.
• The Write Off Client program can now write off individual statements with duplicate statment numbers.
• When entering a payment using the Select by Statement Number button, the Select by Statement Number Lookup window now lets you accurately select the desired statement when duplicate statement numbers are present.

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• The Amount Due column now reflects allocated work-in-process payments.

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• When transferring A/R and Ledger information, client fund information is also transferred (i.e., client funds balance, client funds archived transactions, and client funds work-in-process transactions). Changed the A/R and Ledger check box to A/R, Ledger, and Client Funds.

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• On the Setup tab, the label for the Timekeepers group box has been changed to "Report Order Timekeepers."
• Added a new Fee Compensation Rules button to the Setup tab, which allows you to define Fee Compensation Rules for multiple primary, secondary, and originating timekeepers.
• On the Setup tab, the Receipt % fields for the Report Order Timekeepers (i.e., primary, secondary, and originating timekeepers) were moved to the Fee Compensation Rules program, which can be accessed via the Fee Compensation Rules button in the Payment Settings section.

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• The Support Log now tracks which clients are deleted, the date and time they were deleted, and who deleted the client in the Client File Information section.
• Improved the Delete a Range of Clients Verification List.
• The verification list is now retained and is no longer deleted after every session.
• The verification list now indicates which clients were not deleted (if any) and the reason why the client could not be deleted.

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• You are no longer required to print a Receipt Allocation Report prior to closing out the month.

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• Added tracking information for features such as: Change Key Type, Renumber Category, Renumber Client, Renumber Timekeeper, and Renumber Transaction Code.

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• Added the ability to clear fee compensation rules tables.
• Added the ability to globally share existing fee compensation rules tables.

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• The Criteria Page for many Tabs3 reports now includes formulas used for columns on the reports.
• Added column sorting to many areas where it was not previously present. For example, you can now sort on columns in the Active User List and the PracticeMaster Task List.
• Added the "First Month of Reporting Year" to the About Tabs3 window.
• Preprinted check forms for APS and TAS are now provided by Nelco. Details can be found at www.NelcoSolutions.com.

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Tabs3 and General Ledger Integration

• Integration Highlights
• Access Rights
• Tabs3 GLS Journal Entry Window
• GLS Integration Setup Report
• Tabs3 Customization
• Timekeeper File
• Timekeeper File List
• Tcode File

• Tcode List
• Primary Entry
• Changing A Payment
• Deleting A Payment
• Payment Adjustment
• Changes To Your Back Office Procedures

• Completely redesigned Tabs3/GLS integration so that you can configure Tabs3 to automatically post journal entries for payments based on how the payment was allocated instead of just by tcode. Tabs3 can be configured to post journal entries for payments on the following:
• By Timekeeper (for fees).
• By Cost Type (for costs).
• By Location.
• By Category.
• By Tcode.
• If desired, GLS integration for payments can be taken a step further, thus allowing the posting to GLS to be based on two levels. For example, Tabs3 can optionally be configured to post journal entries for payments:
• By Timekeeper & Location.
• By Category & Location.
• By Tcode & Location.
• By Category & Timekeeper.
• By Cost Type & Tcode.
• Because payments are allocated and posted to GLS at the time the payment is entered, the new integration requires that an account for Unapplied Payments be defined in GLS. This account will be posted to when a payment is entered for a client that has no balance due.
• GLS configuration is performed in a single location. Once GLS integration is enabled in Customization, the new GLS Integration Setup program is used to configure the integration (Maintenance | Integration | GLS Integration Setup).
• Added warning messages in Tabs3 to indicate GLS journal entries will be created for a prior GLS reporting month.
• Payment and cost transactions must be entered with a date in or prior to the current GLS Month. This change will help ensure that the date of the Tabs3 cost or payment will match the date of the GLS journal entries.
• Reduced the number of times that the GLS Journal Entry window is displayed when adding or changing Tabs3 transactions. The GLS Journal Entry window is now only displayed when an invalid GLS Account or Journal is encountered and the user has rights to GLS (or the Journal Entry window in Tabs3).

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• Added a new access right fo the GLS Integration Setup program.
• The new GLS Integration Setup program can be accessed while other users are using the software (single user access).
• Changed access rights so that a user who has rights to add, change or delete costs or payments also has rights to add, change or delete journal entires in GLS without requiring access rights to GLS.
• Added a new access right that prevents a user from being able to see the GLS journal entry window while in Tabs3. With the new integration, the only time the GLS Journal Entry window must be displayed is when Tabs3 encounters an invalid GLS Account or Journal Entry. If a user does not have access to the GLS Journal Entry window while in Tabs3, a message will be displayed indicating that no GLS journal entries were created.

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• Made the following changes to the Journal Entry list shown at the bottom of the window:
• The Account column now includes the Account Name next to the Account #.
• Added separate columns or Debit Amount and Credit Amount. Previously, a single Amount column was displayed with a DB/CR column.
• The Journal Entry list is proportionally resized when the Journal Entry window is resized.

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• Added a new GLS Integration Setup Report that includes the configuration settings and GLS account tables. This report can be accessed via a Print GLS Integration Setup Report button on the Maintenance | Integration | GLS Integration Setup.

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• A new General Ledger Software Integration section has been added to the Other Systems tab. This section simply includes a check box to enable GLS integration and the GLS Client field.
• The GLS Integration tab has been removed from Tabs3 Customization.
• The Pass cost/payment entries to General Ledger check box has been removed; it is no longer required.
• The GLS Journal # field has been removed. The Journal # is now defined in the GLS Integration Setup program.
• The Create GLS entries automatically check box has been removed.
• The Force GLS entries to balance check box has been removed from the program. Journal entries posted from Tabs3 must be in balance. It is no longer possible to post one-sided journal entries.
• The Accrual Information has been moved to the new GLS Integration Setup program (Maintenance | Integration | GLS Integration Setup).

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• Removed the accrual posting information from the timekeeper file. This information is now stored in the new GLS Integration Setup program.

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• Moved the GLS accrual posting information from the Timekeeper File List to the GLS Integration Setup Report. The new GLS Integration Setup report includes all configuration settings combined into one report.

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• Removed the GLS account information from the tcode file. This information is now stored on the new GLS Integration Setup program along with all other GLS configuration options.

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• Moved the GLS account information from the Tcode List to the GLS Integration Setup Report. The new GLS Integration Setup report includes all configuration settings combined into one report.

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• Payments cannot be saved with a date beyond the GLS Current Month.
• Increased the Check # field from 7 digits to 9 digits.
• Added a GLS Integration button to the Payment entry toolbar allowing you to view GLS journal entries once a payment is saved.
• Added a Payment Allocation button that allows you to view and change payment allocations.

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• The GLS Integration window is no longer automatically shown at any time. However, you can use the GLS Integration button on the Payment entry toolbar (or Alt+J) to view GLS journal entries.
• When changing a payment in Tabs3, if you change the Description, Receipt Type, Ref/Memo, or Check # fields, the corresponding field will be automatically changed in GLS, provided the field contents in GLS matched the original field contents in Tabs3. If the contents do not match, no changes will be made in GLS.
• When changing a payment in Tabs3, if you change the Amount for a transaction that has a date in the Current GLS Fiscal Month, we automatically create the reversing GLS journal entries and the new journal entries using the same date but do not display the GLS Intrgration window. If desired, you can use the GLS Integration button in the data entry window to view the GLS journal entries.
• When changing a payment in Tabs3, if you change the Date for a transaction that has a date in the Current GLS Fiscal Month, we create the reversing GLS journal entries and the new journal entries using the new date but do not display the GLS Intrgration window. If the new date is for a period other than the Current GLS Fiscal Month, a message will be displayed indicating that the date is not in the Current GLS Fiscal Month and will ask you if you are sure you want to save.
• When changing a payment in Tabs3, if you change the Date or Amount for a transaction that has a date prior to the Current GLS Fiscal Month, the GLS Adjusting Journal Entries window will be displayed, thus allowing you to specify the date for the reversing GLS journal entries.

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• The GLS Integration window is no longer automatically shown.
• When deleting a payment in Tabs3, reversing GLS journal entries are automatically created and can no longer be viewed or modified in Tabs3. If the date of the payment that is reversed is before the Current GLS Fiscal month, you will be given the opportunity to specify the date you want used for the reversing journal entries.

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• GLS journal entries for payment refunds are now posted as a single set of journal entries for the net difference. This new method makes it easier to refund portions of payments without affecting journal entries for payments that have been included on reconciled deposit slips.

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• When running statements, the Statement Date will be a significant factor because it is now additionally used for the following purposes:
• The Statement Date determines the period the billed amounts will be included on the Receipt Allocation Report.
• The Statement Date in some cases may be used as the date of GLS journal entries that are created for unapplied payments when the statement is updated. For example, if you enter a payment for a client that has no accounts receivable, GLS journal entries are created using the date of the payment the cash account is debited and the unapplied payments account is credited. Later, after fees and/or costs are billed, GLS journal entries will be created when the final statement is updated using the statement date; the unapplied payments account is debited and the associated income accounts are credited.
• The GLS Current Fiscal Month must be closed before you can enter payments in Tabs3 with the following month's date. You will need to run the Month-End/Year-End Close-Out program in GLS in order to enter payments for the following month.

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