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Month: October 2017


There’s a chill in the air that suggests winter may not be too far off. You and some fellow coworkers head out on a camping trip for one last weekend before the weather turns cold. As dusk approaches, a campfire is built and you’re soon sitting around a crackling fire, watching the flames and shadows dance as the light quickly fades. As the night progresses, tradition demands that horror stories be told.   Read More...


Depending on the level of PracticeMaster you have, there may be additional features we have to offer. If you want a quick list of which levels include which features, look no further!   Read More...


Spotlight: SnapShot

October 2017    Tags: , ,
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Do you want a way to scroll through each file and quickly see the key contents of each record? The SnapShot provides a concise picture of the data contained in individual records using an easy to view format in a single location.   Read More...


When you’re not at the office and you need to record the time you spent on a matter, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course!   Read More...


We have a new employee starting and we need to add her to hundreds of existing Calendar entries. Is there an easy way to accomplish this so that I don’t have to open each calendar record and edit them individually?   Read More...


Video of the Month: How Rates Work

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Most offices have standard hourly billing rates that they charge clients. Of course, there are also those special client whose rates differ from the standard rates, but what options are there for customizing rates?   Read More...


When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign categories to your Task Code Sets so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.   Read More...


A timekeeper’s hourly rate will be changing in the near future. Can I set up Tabs3 to automatically start billing at this new rate as of a specific date?   Read More...


A client has asked that we provide some additional documents to them as part of their monthly e-mail statement.  Is there a way to attach these documents to the same e-mail statement, or do they have to be sent separately?   Read More...


Tabs3 Billing Q&A: Aged WIP Report

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We want to see all of the unbilled fees for certain clients, broken down into periods. Is there a report that can provide this information?   Read More...


I made a mistake and wrote off the wrong amount on a client’s bill. Is there a way I can undo the write off and then redo it?   Read More...


I want to use the E-mail Statements feature, but I need my statements to be secure. Is there any way to add security settings to statements that are e-mailed?   Read More...


I have discovered that we have two contact records for the same person, but they are slightly different. The correct contact is “Leigh Wilson,” whereas the incorrect contact is “Leah Wilson.”  Is there a way to combine these contacts and then delete the wrong one?   Read More...


Is there a way to track who is making edits to documents in PracticeMaster?   Read More...


I want to be able to see a list of all tasks due in the next week. I know I can sort tasks by date, but is there a way to only show tasks due in the next seven days?   Read More...


My firm has customized our Client file by adding some new fields. Now that the new fields have been implemented, is there a way to make it so we can tab through the fields in the Client file more efficiently? Right now the new fields are last in the tab order, even though we placed them in the middle of the form.   Read More...


I recently noticed that a coworker was able to see their timer records in a calendar view, like the Daily Calendar. This view also showed the client information, and description. How do I access this feature?   Read More...