Join Paul and Mary Jo as they tackle payment allocation and the Client and Timekeeper Realization Reports.
Did you ever wonder how the system is going to allocation a particular payment? Sure, you usually just put them in and let them be, but every once in a while you want to be certain that the payment is going to specific places. Paul talks about how payments are allocated, shows where to go to see how Tabs3 wants to allocate, and demonstrates how to override what Tabs3 thinks it should do.
Mary Jo continues her ongoing series on reports with a close look at two of the realization reports: Client Realization and Timekeeper Realization.