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Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.   Read More...


Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.   Read More...


Spotlight: Reorder Fees

February 2019    Tags: , , ,
One Comment

Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.   Read More...


Did you know that Tabs3 Connect takes advantage of existing security features for Tabs3 Billing and PracticeMaster? Not only does user access to Tabs3 data follow the same rules regardless of how you are accessing it, Tabs3 Connect provides even more control!   Read More...


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   Read More...


Did you know that you can create separate tab groups in the Tabs3 software? Tab groups provide the ability to show two or more Tabs3 windows at the same time. This is especially handy when it’s necessary to compare data.   Read More...


Did you know that you can set a timekeeper’s rate to change as of a specific date? This means that the software will automatically apply the correct rate based on the fee’s date, allowing you to continue entering time like normal.   Read More...


I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once?   Read More...


I want to start assessing a Finance Charge on a client. How do I set this up?   Read More...


Billing Q&A: Progress Billing

February 2019    Tags: , ,
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I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this?   Read More...


We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?   Read More...


When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October?   Read More...


I was checking my worked hours for November in PracticeMaster and the numbers seemed really low. I looked in Tabs3 and there were a lot more hours there. Why doesn’t my Recap of Hours graph match Tabs3?   Read More...


PracticeMaster Q&A: Setting Quick Alarms

February 2019    Tags: ,
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I like using the alarms feature in the PracticeMaster Calendar. However, sometimes there are smaller same day events that I want to create alarms for but I don’t want to create a calendar record for it. Is there a way to create an alarm without creating a calendar record?   Read More...


I love seeing the Recap of Hours on the new PracticeMaster dashboard, but is there any way to print the Recap of Hours?   Read More...


I have a Calendar Plan Template set up that I use quite often. One of the Calendar entries requires the Location field be filled in, but not always with the same value. Since the rest of the entry is already prepared, is there an easy way to fill in a manual value other than having to stop the process?   Read More...


We created a custom report in Report Writer and want to draw more attention to a specific field when the report is run. Is there any way to make this field bold?   Read More...