Learn how to transfer transactions and how to see who your top clients are in Tabs3

Join Paul and Mary Jo as they tackle transferring transactions between matters and the Top Client Report.

Have you ever had a timekeeper create a bunch of fee entries, and put them on the wrong matter? Or maybe they got half on the right matter, and half on the wrong? Mary Jo shows us the ins and outs of the Transfer Transactions function.

Paul takes a hard look at the Top Client Report, and even reveals why it’s Mary Jo’s favorite report.

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