Tabs3 version 18 has been released, and update notifications have been sent to all eligible users! There are many great new features in Version 18! The following features are only some of the enhancements we made for this version:
Tabs3 Billing
- Date-Based Reports – All productivity reports are now date-based and no longer rely on advancing the current reporting month. Use the Set Current Reporting Month feature to see productivity figures from prior years.
- Print Receipts – Print a receipt for all forms of payment from the Payment window, or print a receipt for deposits from the Client Funds window.
- and more…
PracticeMaster
- Fee and Cost Entry – The Rate, Rate Code, and Sales Tax fields can now be shown. When changes are made to the Timekeeper, Date, Tcode, Activity Code, or Expense ID, the Amount can be recalculated.
- Fee Recap – A new Fee Recap button has been added to the PracticeMaster toolbar. This button lets you review fees for a timekeeper and date.
- OL Synchronization Settings Report – You can now run an Outlook Synchronization Settings Report to view synchronization settings for yourself or for all users.
- Graphical Calendar Agenda – Selecting Agenda when printing a Graphical Calendar Report will print items in a list format.
- ScanSnap™ Integration – Integration with Fujitsu® ScanSnap scanners imports documents to PracticeMaster’s Document Management program once the scan has completed. Selecting the Optical Character Recognition (OCR) option in the ScanSnap Manager makes text searchable in PracticeMaster.
- Form Designer – Align fields using the new Magnetic Snaps, or show the familiar grid and use Snap to Grid. Magnetic Snaps help align fields with other fields, whereas Snap to Grid helps position fields based on grid dots. Use keyboard shortcuts to Copy (Ctrl+C), Paste (Ctrl+V), Cut (Ctrl+X), and Undo (Ctrl+Z).
- and more…
General Ledger Software (GLS)
- Account Information Report – Print from the Balances, Budgets, or Journal Entries tab of the Account Information program to view a report with that tab’s information.
- Reports – Many changes were made to GLS reports. You can now select a Date Range for any report, making it easy to select a preset period or specify a custom range; pick multiple ranges of accounts or departments; and sort accounts in Chart of Accounts order or Account Number order. New Include options are provided for the Balance Sheet and Income Statement reports, and more.
- Bank Account Manager – View a summary of all bank and credit card accounts from one window. Optionally open a Reconciliation for the selected account, or select to Import Bank Transactions.
- Import Bank Transactions – Import Bank Transactions from an OFX, QFX, or QBO file provided by your bank or credit card company. Match imported bank and credit card transactions with General Ledger journal entries.
- Reconciliation – Optionally enter interest and service charge in the Reconciliation Settings window. View a Reconciliation Discrepancy Report if the Beginning Balance entered does not match the calculated Beginning Balance. The Reconciliation window has been updated to show side-by-side sections for transactions going out and coming in. Additionally, you can now password protect reconciliation PDFs generated by GLS and undo reconciliations finalized in Version 18.
- and more…
Accounts Payable Software (APS)
- Vendor Information – Moved the MTD, YTD, and TD Paid and Discount figures to the Vendor Activity window. These figures are all calculated automatically based on the system date.
- Vendor Analysis Report – The Vendor Analysis Report is now transaction based. Figures are based on the report date.
- and more…
Trust Accounting Software (TAS)
- Auto Trust Payments from Tabs3 – Tabs3 can now be set up to automatically create a Payment to Firm trust transaction when generating final statements, thereby paying current work, accounts receivable, or both.
- Combine Trust Transactions – Optionally combine deposits, EFTs, or checks into one combined transaction, making reconciliation easier.
- Bank Account Manager – View a summary of all bank and credit card accounts from one window. Optionally open a Reconciliation for the selected account or select to Import Bank Transactions.
- Import Bank Transactions – Import Bank Transactions from an OFX, QFX, or QBO file provided by your bank or credit card company. Match imported bank and credit card transactions with Trust Transactions.
- Reconciliation – Optionally enter interest and service charge in the Reconciliation Settings window. View a Reconciliation Discrepancy Report if the Beginning Balance entered does not match the calculated Beginning Balance. The Reconciliation window has been updated to show side-by-side sections for transactions going out and coming in. Additionally, you can now password protect reconciliation PDFs generated by TAS and undo reconciliations finalized in Version 18.
- Three-Way Reconciliation Report – A new Three-Way Reconciliation Report is available that compares the Client Trust Ledger, Reconciliation, and Check Register balances.
- Print Receipts – You can now print a receipt for deposits in addition to credit card deposits.
- and more…
For in-depth information on all of the new Version 18 features, including screenshots, see the What’s New List or Knowledge Base Article R11647, “Version 18 Introduction to New Features.” A list of all Version 18 information can be found in R11646, “Version 18 Information and Resources.”
To download Version 18, visit Tabs3.com/support/update/v18upd.html.
If you have any questions about the update, please contact your reseller and consultant, or contact Technical Support at (402) 419-2210.
You may already know that you can securely download PracticeMaster linked files and e-mail attachments onto your Internet-enabled device through Tabs3 Connect, but you may not realize the full potential. E-mails can be journaled to PracticeMaster by all users, which means that you can download e-mail attachments regardless of whose e-mail address received them. This allows you to quickly access information that was sent to any firm member without needing the e-mail to be forwarded to you.
For more information on Tabs3 Connect, contact your reseller and consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
When you need to refund or reverse credit card payments, you want to be able to do it with the least amount of hassle. Tabs3 Billing and Trust Accounting Software (TAS) are designed to automatically issue a ProPay refund or reversal when appropriate.
Knowledge Base Article R11708, “Credit Card Refund Best Practices,” provides information on how ProPay handles credit card reversals and provides processes for reversing, refunding, or deleting credit card payments or transactions in Tabs3 Billing and TAS.
Be sure to check out this article so that you are using the recommended methods to refund or reverse ProPay credit card payments.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
Over the next few months, we will go through some of the best features of our new online newsletter format. This month, we’re going to walk you through how to search for topics.
To search for articles
- On the rightmost side of any page on the Newsletter site, enter your search term in the “Search the site” box.
- Click
, or press Enter.
The results of your search will be shown with an indicator of how many articles include that word or phrase.
If you want more specific results for a certain phrase, then enter that phrase in quotes so the results will only include articles with the same words in the same order. For example, searching for practice management could return 19 results, while searching for “practice management” could return 1 result.
If you can’t find what you’re searching for, send us an e-mail at newsletter@tabs3.com to submit your idea for a future article!
