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Month: December 2017


KB Corner: Comparing Tabs3 Report Information

December 2017    Tags: ,
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It’s common to want to compare report information, but not all reports in Tabs3 can be compared. A field on one report may be calculated one way, while on another report it is calculated another way. For example, on one report payments may be calculated based on transaction date, while on another report they are calculated by allocation date. So how do you know which reports can be compared?   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


Whether you’ve just upgraded to Platinum, or you’ve had Platinum for a while and just haven’t started using Tabs3 Connect yet, one of your first questions will be how to set up Tabs3 Connect.   Read More...


When the attorneys enter notes into journal records and then convert them to fees, their entire journal description goes into the fee and they have to edit it. Is there a way to only pull in a partial description when converting a journal record into a Fee?   Read More...


Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.   Read More...


When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


Billing Q&A: Using Text Macros

December 2017    Tags: ,
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We have to use very specific phrasing for one of our client’s fee entries. I know I can create transaction codes with those descriptions but I don’t want to permanently add transaction codes for a client we’ll only have for six months. Is there a way to get that phrasing without typing it every single time?   Read More...


My firm routinely grants a Courtesy Discount to some clients’ statements.  I can see the line on the statement showing how much is being discounted, but is there a way to show the percentage of the discount that we are granting them?   Read More...


Billing Q&A: Deleting Verification Lists

December 2017    Tags: ,
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Every time I finish entering fees and close out of the fee entry window, I get a verification list prompt. Do I need to print this list or can I just delete it?   Read More...


We need to evaluate our timekeeper rates for the year. Is there a report in Tabs3 that takes any write-downs into account to give us a realistic overview of our billing?   Read More...


Is there a way to shorten the keystrokes needed to enter date values for transactions and reports?   Read More...


When I receive an eNote, it always ends up behind other active tasks that I am working on and I often miss them. Is there a way to make the eNote display at the forefront so that I don’t miss something important?   Read More...


Our staff ‘lives’ in the Daily Calendar. They have it open throughout the day while they work on other tasks. Is there a way to take a report of their events, tasks, and reminders with them when they go to outside appointments? This would give them the ability to refer to this report when working with our clients on arranging additional meetings.   Read More...


I often work in Matter Manager and like to sort different files by different fields. However, sometimes when I click on a column heading to sort my records, a window is displayed that says it is building indexes. Each time I open the Matter Manager I have to repeat this process. Is there a way I can speed up sorting and eliminate this message?   Read More...


Each day when I log into PracticeMaster the first thing I do is open the Matter Manager. Is it possible to have this window open automatically when I log into PracticeMaster?   Read More...


We are doing an audit of our calendar activity for 2017 to make sure that events and tasks have been entered in accordance to the rules for our various areas of practice. Is there an easy way to view only 2017 entries in the calendar file?   Read More...