View / Print Full Newsletter

Month: August 2018


Do you ever wonder how figures on reports are calculated? Sample Report Packs take the mystery out of reporting. Sample reports are available for every Tabs3 program and each report is broken down field by field to explain exactly how the information is represented.   Read More...


Security in a law firm is a top priority. In addition to many other security features, Tabs3 and PracticeMaster software provides the ability to limit a user’s access to specific timekeepers’ transactions via the Assign Tabs3/PracticeMaster Timekeepers function.   Read More...


Spotlight: Writing Off a Client

August 2018    Tags: ,
No comments

Did you know that you can write off all or a portion of a client's accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records.   Read More...


With Tabs3 Connect, you can see your entire firm’s calendar, not just your appointments, wherever you are. Because Tabs3 Connect accesses the PracticeMaster calendar back at the office, you can schedule meetings while you’re away, link them to a specific client and matter, and include other people from your office.   Read More...


I want a reminder to be shown a week prior to my hearings in addition to the alarm I have set on the record. However, I also want the reminder to synchronize to my Outlook calendar. How can I accomplish this?   Read More...


Determining conflicts in a firm is important. PracticeMaster helps make it easy.   Read More...


Quick Tip: Replicating Records

August 2018    Tags:
No comments

Did you know that you can easily copy records in PracticeMaster using the Replicate feature? Replicating a record adds a new record that uses most, if not all, of the information from an existing record as a basis for the new record.   Read More...


We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped?   Read More...


Billing Q&A: Value Billing

August 2018    Tags: ,
No comments

We have work that we bill at a set value, but we still want to keep track of the timekeeper’s time. Is there a way to do this in Tabs3?   Read More...


Billing Q&A: Billing Categories

August 2018    Tags: ,
No comments

I was looking at our Billing Categories and I noticed that I have two categories that have the same description. Is there a way to merge the duplicate categories into one?   Read More...


Billing Q&A: Client Ledger

August 2018    Tags: , , ,
No comments

Our firm is doing an analysis of all the write offs that we performed last year, listed by client. Is there a report in Tabs3 that can do this?   Read More...


Billing Q&A: Payment Receipt

August 2018    Tags: ,
No comments

Sometimes a client will come into the office to make a payment on their account. Is there any way to print a receipt for the payment made?   Read More...


I am trying to confirm that each PracticeMaster user has Outlook Synchronization configured. So far, I have been going to each user’s workstation to confirm these settings. Is there a quicker way to check these settings for all users?   Read More...


We need to control who edits the documents for a particular client, and track changes that are made. Is there a way to accomplish this for only the one client?   Read More...


We want to add some holidays that our firm observes to the predefined holiday calendar in PracticeMaster. How can we accomplish this?   Read More...


My firm uses the Matter Manager to view information about our clients. We also routinely use the Timer function to track how much time a given activity takes, and then convert it into a fee. Is there a way to make it so we can start a Timer from the Matter Manager, where the selected client would already be assigned?   Read More...


I know I can print a Graphical Calendar Report, but I don’t want it to look like a calendar. Is it possible to just print a list of my upcoming calendar events?   Read More...