How do you handle overpayments, checks that don’t clear the bank, or checks entered for the wrong account? Use the Payment Adjustments program!   Read More...


When you have multiple active matters, combining matters creates a single statement file. Including a cover statement makes it easy for a client to see what they owe for each matter at a glance.   Read More...


It has officially been one year since we launched the online newsletter! Over the last year we have made many improvements based on your feedback and published many articles that we hope have been helpful in using Tabs3 Software.   Read More...


Do you want a way to streamline trust payments to Tabs3 Billing? Trust Accounting Software (TAS) provides the ability to automatically draw funds from a trust account when final statements are generated in Tabs3.   Read More...


Do you have trouble tracking how much a client owes you? Do you find it's difficult to determine when you last followed up with them regarding their overdue balance?   Read More...


Every so often we debut new features to help improve how you use this online newsletter format. We’re excited to debut our new ratings system!   Read More...


Platinum: eNote – Better Communication

May 2017    Tags: ,
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What is the best way to communicate and share records between users in PracticeMaster? Send an eNote!   Read More...


One of my calendar entries in PracticeMaster was inadvertently deleted. This caused me to nearly miss the opportunity to file my witnesses. To prevent this in the future, is there a way I can find out if a calendar entry gets deleted and when?   Read More...


Do you know how your payments are allocated?   Read More...


Are you using groups for calendaring, or do you enter each user individually in the record?   Read More...


We just added a new user and the Main tab of the Task Folders looks different from other users. How can we change which programs are shown here?   Read More...


At the end of the month, we run six different reports for each of our partners. Is there a way we can simplify this process each month?   Read More...


We have three versions of the same document, each with different edits and different names. Is there a way to make a combined Document Management record that will store all of these documents?   Read More...


I don’t like the color scheme of the Journal List tab. Is there a way to change it?   Read More...


I want to track the additions and changes made to our Journal Entry file just to make sure everything is accurate in our accounts each day. Is there a way to do this inside of General Ledger, or is there a report to show this information?   Read More...


I use GLS to track and reconcile my bank accounts, but is there a way to do the same for my credit cards as well?   Read More...


When Posting Checks in Accounts Payable, how is the date for the General Ledger Journal Entries determined?   Read More...


I’m ready to start paying invoices and want to pay the oldest invoices first. Can I get a list of all invoices that have not been paid sorted by when they are due?   Read More...


Our new data entry clerk created a Trust ID but assigned it to an older bank account that we no longer use. Is there a way to reassign all the transactions to the correct bank account number or do I have to void them and start over?   Read More...


Occasionally, my clients want a receipt when they make a deposit to their trust account. Is there an easy way to print one for them?   Read More...