You run an Accounts Receivable Report only to see clients or figures you weren’t expecting. Other reports, such as a Client Ledger Report, may show a client owes you a different amount or nothing at all, but Accounts Receivable tells a different story. Why is this, and how can you fix the issue?
When payments and credits are misapplied, Accounts Receivable reports can show unapplied payments, negative due values, or both. But what are misapplied payments and credits?
To determine whether unexpected figures in Accounts Receivable Reports are caused by misapplied payments, credits, or both, visit Knowledge Base Article R11673, “Fixing Misapplied Payments and Credits.” This article provides information on determining the cause and how to fix both issues.
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.
Did you know that you can customize your Statement Templates to define how fees, costs, and payments are displayed on your statement and to determine whether billing history, transaction recaps, and more are included? Statement Templates can be saved and assigned to clients or created at the time a statement is generated. There is no limit to the number of Statement Templates you can create and save so you can maintain Statement Templates for every client need.
Statement Templates can be defined via Statements | Statement Setup | Statement Templates.
Statement Templates can be assigned to clients individually, multiple clients at one time, or at the time a statement is generated as a one-off.
For more information on Statement Templates, see the Statement Formatting Guide or refer to the Help files for Tabs3 Billing.
Did you know that you can purchase a Tabs3 Connect subscription even if your firm doesn’t use both Tabs3 Billing Platinum and PracticeMaster Platinum?
Platinum firms with both Tabs3 and PracticeMaster still receive one Tabs3 Connect user with each PracticeMaster user they purchase and can access all of the great features of Tabs3 Connect.
Make sure you are taking full advantage of mobile access to Tabs3 and/or PracticeMaster via Tabs3 Connect! 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.”
We’re excited to announce that we will now provide our clients two ways to pay for our highest level of software, Platinum SQL. You can either pay a traditional upfront license with optional annual maintenance or a new monthly subscription plan. Providing two payment options gives you the flexibility to choose which option is right for your firm.
“We are excited to offer this new pricing option for our most feature-rich level of software,” said Dan Berlin, President and CEO of Tabs3 Software. “With Platinum SQL, you will be able to enter fees and costs from your mobile device via Tabs3 Connect, take advantage of the 64-bit capabilities of your firm’s computer, and more.”
The subscription pricing model features a low monthly cost that includes all the benefits of being on maintenance, like free technical support and free updates, plus access to the most award-winning software in the industry. Tabs3 Billing and PracticeMaster software are each $40/month per user and Tabs3 Financial Software is $10/month per user.
If you are interested in upgrading to Platinum SQL via the monthly subscription, either contact your local consultant or our sales team at (402) 419-2200.
Yes, there is! A WorkFlow can be created to automatically open the desired reports as well as the website to which the reports will be submitted.
When the WorkFlow runs, you will only need to enter the optional report criteria (e.g., client range, date range, etc.) and click Print to run and save the report. The website will open, and you can then upload the necessary reports.
To run multiple reports and open a specific website
For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs or Knowledge Base Article R11307, “All About WorkFlows.”
You may be using the default statements that came with the software, but did you know that there are many ways to customize statements? The Customizing Statements video provides an overview of the Statement Customization, Statement Designer, and Statement Templates programs.
When the video starts, you have the option of watching the video from beginning to end or jumping straight to one of the following three segments:
To learn more about how you can customize your client statements, watch this 19-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
If you mark clients as Inactive, you likely do not want to see them most of the time. In both Tabs3 Billing and PracticeMaster, you can use filters to include or exclude inactive clients.
In Tabs3 Billing, you can include or exclude inactive clients from the Client Lookup window, reports, and statements.
In PracticeMaster, you can include or exclude inactive clients from the List tab of any file, the Client Lookup window, the Client Inactivity Report, and Report Writer Reports.