Prior to running final statements, each timekeeper typically reviews pre-bills for accuracy. Tabs3’s Pre-Bill Tracking program (Statements | Pre-Bill Tracking) can be used to track whether a pre-bill is on hold, has been reviewed, is ready to be printed as a final statement, or has already been printed as a final statement.   Read More...


One of the most frequently asked questions our Technical Support Department receives is, “Why isn’t my statement printing?” Whether due to client transactions that have a Status of Hold, client settings, printer drivers, or printer settings, you may have had statements that did not print at one time or another.   Read More...


When setting up the software for the first time, the Key Type defaults to Numeric with 2 Decimal Places. However, some firms prefer to include letters in the Client ID or require additional decimal places. Both the Key Type and Decimal Places can be changed after the initial setup is complete, but there are a few things to keep in mind when considering making a change.   Read More...


When you need to perform an exclusive task, such as running the Data File Integrity Check, it’s not always a simple task to get everyone out of the software. Phone calls you make and e-mails you send may not be answered or returned, so that leaves you running around the office to close the software on each computer.   Read More...


When I’m creating WorkFlows, I’ve noticed the Prompt Before Running and Automatically save and close check boxes. When should I use these options?   Read More...


You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together.   Read More...


Did you know that you can print a Memo line on Accounts Payable Software (APS) checks? Although you can enter text in the Memo field of your invoices, you must be using Check Layout L1572 with the option to print the Memo field selected in order for memos to be printed on your checks.   Read More...


Our firm has offices in different cities. Is there an easy way to assign a location to a client?   Read More...


I am generating statements for a client that has combined matters. However, the work description of the first matter is printing on the first page of every other matter, even though the work descriptions are all different. How do I get each matter’s respective work descriptions to print on the statement?   Read More...


The Daily Calendar currently defaults to 8:00 as the beginning time; however, our firm is open 9:00 AM to 6:00 PM. Is there any way to change the Daily Calendar to start at 9:00 AM?   Read More...


When I save an e-mail to PracticeMaster as a journal record, the body of the e-mail in the journal record is displayed as plain text. None of the font styling in the body of the e-mail or the signature block is retained. Is there any way for PracticeMaster to retain e-mail formatting in the Journal records?   Read More...


When I preview a report, negative amounts show in red. However, when I print reports, the negative amounts are black. Is there a way to have the negative amounts print out in red when printing to a color printer?   Read More...


When I create and save a new account in the Chart of Accounts, I am prompted to create a paired account. Why do I get this prompt?   Read More...


One of my vendors called and said that we didn’t need to send a check for their last invoice; they issued it to us in error. I printed a check, but have not yet mailed it. I know that I can void the check, but can I also delete the record from APS since it was an error?   Read More...


We have invoices that were accidentally entered with the wrong vendor number in APS and then paid. Is there a way to move them without voiding the checks?   Read More...


We have a client that has trust money in one trust account, and we want to move it to another account. How do we transfer that money between accounts in TAS?   Read More...


Our firm is set up to accept credit cards using ProPay. Is there an easy way to view a list of only those deposits that were paid by credit card and received in the past two months? We also want to see the Trust Accounts associated with these deposits.   Read More...