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Month: December 2018


2018 has flown by, and 2019 is right around the corner. Now is the time to review year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...


Announcement: Holiday Hours for December 14th

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Our office will be closed at 3:30 p.m. Central Time on Friday, December 14th for our annual Holiday Party.   Read More...


If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...


Our office will be closed on Tuesday, December 25th, and Tuesday, January 1st, in recognition of Christmas and New Year’s Day.   Read More...


In Version 19, Tabs3 Connect has been updated with a cleaner, more modern look, including new icons, a new font,  updated colors, and more.   Read More...


Accounts Payable Software (APS) and Trust Accounting Software (TAS) allow you to view 1099 information on reports, print 1099-MISC forms for filing, or create a 1099 Disk File which can be used to electronically file with the IRS.   Read More...


I love the way the Calendar Plans work, but I’d also like to have a new Task record created with an appropriate Due Date based on when the previous Task was completed. For example, after I send the check to the filing clerk, I need a task to confirm I’ve received the file marked petition from the clerk.   Read More...


Video of the Month: Pre-Bill Tracking

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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Do you sometimes forget how to access programs or reports in the software that you only use occasionally? Use the Quick Launch in Version 19 to find what you need!   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...


Billing Q&A: Write Off Entire Balance

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I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?   Read More...


Billing Q&A: Open Windows Maximized

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I really like the new tabbed interface, but a couple of coworkers still want to have separate windows for each of their open programs. Is there any way to change this?   Read More...


We are running reports sorted by category and noticed that one of our newer categories did not get assigned to several clients. Is there an easy way to assign this category to multiple clients without changing them one-by-one?   Read More...


Billing Q&A: Duplicate Contact IDs

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We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately?   Read More...


Is it possible to have alarms turned on by default for certain calendar records?   Read More...


Each month, we send marketing emails and mailers to groups of people. We have multiple reports we run to get the mailing lists. Is there a way to group those together easily so we don’t have to look through all the reports in the Report Writer window each month?   Read More...


We journal emails to PracticeMaster from Outlook all the time. Is there a way to journal multiple emails at the same time?   Read More...


I know that we can change the font size in Memo fields, but we have a few employees who want to change the overall font size in the software. Is there a way to do this?   Read More...


Is there any way I can change the number of days shown in the Daily Calendar?   Read More...