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. Our Knowledge Base and Help Files provide checklists to help guide you through the process.
Knowledge Base Article R10429, “Year-End Overviews for Tabs3 Software Products,” includes links to KB articles that provide checklists and frequently asked questions. The types of questions found in each year-end article are outlined below:
Tabs3 Billing Software – R11693
General Ledger Software – R11600
Accounts Payable Software – R11278
Trust Accounting Software – R10433
Lists of basic year-end procedures are also available in Help for each Tabs3 program. Simply enter the keyword “year-end” on the Index tab to display the year-end procedures Help topic.
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. Knowledge Base Article R11745, “Version 19 Frequently Asked Questions,” provides a list of questions that may come up while working with the new version.
Frequently asked questions (FAQs) in this article are broken down into categories for each program (e.g., Tabs3 Billing, PracticeMaster, etc.). Many FAQs are also provided regarding the new look, including questions on the new tabbed interface, how to quickly get to the Home page and the Quick Launch, changing Theme Settings, and more.
For in-depth information on all of the new Version 19 features, including screenshots, see the What’s New List or Knowledge Base Article R11744, “Version 19 Introduction to New Features.” A list with links to all Version 19 information can be found in R11746, “Version 19 Information and Resources.”
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.
Our office will be closed at 3:30 p.m. Central Time on Friday, December 14th for our annual Holiday Party.
Here are some helpful Support resources that are available 24/7:
If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it? We introduced several updates to the look of Tabs3 including a new font, larger text size, a tabbed interface, Home page, Quick Launch, and more. Many of these options can be changed via Theme Settings (View | Theme Settings). Let’s take a look at all of the options in the Theme Settings window.
General Settings tab
The General Settings tab of the Theme Settings window allows you to configure what features of the application are shown when you start the software. Theme settings are saved for each user.
The following Navigation options can individually be shown or hidden:
The following Interface options are available
Text Size tab
Our office will be closed on Tuesday, December 25th, and Tuesday, January 1st, in recognition of Christmas and New Year’s Day.
Here are some helpful Support resources that are available 24/7:
In Version 19, Tabs3 Connect has been updated with a cleaner, more modern look, including new icons, a new font, and updated colors. The icons are very similar to those in Tabs3 and PracticeMaster that you are already familiar with, and all of the pages now use the Open Sans web font to provide a consistent look between devices and improve readability.
In addition to this graphical makeover, Tabs3 Connect has received a few enhancements to its features.
To access the new look and features, update to Version 19!
For more information on Tabs3 Connect, contact your consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
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. Using both APS and TAS together allows you to create a combined file by merging your TAS data into APS to run one set of 1099 forms or create a single electronic file.
Continuous 1099 Forms can be ordered directly from the IRS. However, for laser printer forms, we recommend ordering 1099 Forms from Nelco®. These forms are guaranteed 100% compatible with APS and TAS. Likewise, you can order W-2 Wage and Tax Statement laser forms from Nelco. Now is a good time to take inventory of your 1099 forms, Accounts Payable checks, and Trust Accounting checks so you can order them all at the same time! Nelco has over 50 years of experience in the business forms industry. Order today by calling 1-800-266-4669 or go to nelcosolutions.com/Tabs3.
This can be accomplished by creating a WorkFlow that will automatically trigger whenever a calendar record with a particular calendar code (e.g., “FC”) is marked as completed. The WorkFlow will create a calendar entry populated with field values specified in the WorkFlow itself. For our example, the calendar entry will include the following:
To automatically create the next Calendar entry every time one is completed in the set
You now have a WorkFlow that will create a customized calendar entry based on the completion dates of the prior task. This can be reapplied as many times as is necessary for the series to be completely automated as things are marked completed.
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.
The Pre-Bill Tracking video provides an overview of how pre-bill tracking works in Tabs3 and how it can save you time. This video starts with how pre-bills are created via draft statements or work-in-process reports and then explains the Pre-Bill Tracking program. Each setting is explained as you are walked through the billing process.
Pre-Bill Tracking is a powerful productivity tool that lets you easily manage your firm’s billing workflow. It helps eliminate the problem of statements not being run for clients because the pre-bills were not returned.
Watch this six-and-a-half-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.
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!
The Quick Launch provides a Search Actions field to quickly find actions in the current application. Simply start typing, and a list of possible choices including the characters entered will be displayed, allowing you to easily select an action to launch. For example, searching for “check” will include Check for Updates and Data File Integrity Check in the list of options. In addition to the program names, common acronyms and alternate references are included. For example, searching for “attorney” in Tabs3 Billing will include all references to “timekeeper” in the list such as Timekeeper Information, Timekeeper Productivity Report, etc.
In addition to search capabilities, the Quick Launch displays the most recent actions and matters accessed and provides the ability to pin actions and matters. To pin actions and matters, hover over the item and click the icon. Pinned actions or matters are removed from the Recent Actions or Recent Matters sections and added to the bottom of the Pinned Actions or Pinned Matters sections. Pinned items can be reordered by dragging them to the desired position in the list. To unpin an action or matter, hover over the item and click the icon.
Another great feature is the ability to access other applications using the application icons at the bottom of the Quick Launch pane. This provides quick access to all of the Tabs3 software installed. No need to find the shortcut on your desktop or in the Start menu.
To enable Quick Launch
Tip: You can instantly access the Search Actions box by pressing Ctrl+Q.
For more information on the Quick Launch, see Knowledge Base Article R11744, “Version 19 Introduction to New Features,” or in the Help by pressing F1 from the software and entering “Quick Launch” on the Index tab.
In Version 19, we added an option in the Generate Statements program to exclude clients that have a negative balance and no transactions. This allows you to generate statements for only those clients who have an accounts receivable balance and clients with a negative balance who have transactions for the current period.
To generate a statement that excludes credit balance only clients
Note: Do not run final statements using this option without first updating any previously run final statements. Otherwise, any previously run final statements may be unbilled.
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?
You can manually enter the full accounts receivable balance to write off without needing to make changes to any work-in-process transactions.
To write off a client’s entire accounts receivable balance
The entire accounts receivable balance for the client has now been written off while retaining the work-in-process to be billed at a later date.
This option can be changed in the Theme settings for Version 19. You can select to show windows in the Tabbed interface, or in the Windowed interface.
To change the Version 19 interface to Windowed
Note: Theme Settings are saved separately for each user.
This can be accomplished using the Change Client Options program.
To change the category for multiple clients at once
The Client Name field in Tabs3 is linked to the Contact file. When entering a new Client Name (instead of selecting an existing one), you are also creating a new Contact ID. However, Contact IDs must be unique, a lot like Client IDs. Therefore, if you enter the name of a contact that already exists, a new contact will not be created.
However, there are ways to add to the Contact ID in order to create a unique record. A few of the most common ones are as follows:
The default settings for calendar records are controlled by the Calendar Code used for the record. Alarm times can be defined on the Calendar Code, which then carry over to the calendar entry when the calendar code is selected.
To add an alarm to a Calendar Code
Going forward, when you create a calendar record using this Calendar Code, it will use the Calendar Code’s default alarm time.
In Version 19, you can organize actions into groups using My Actions. For example, you can create a group for Marketing Reports to keep all of the necessary reports in one place and easy to access.
To create a group in My Actions
You will now see a group icon in My Actions for your Marketing Reports.
Beginning with Version 19, you can journal multiple Outlook emails to PracticeMaster at once.
To journal multiple emails to PracticeMaster at once
Yes! We have added two new ways to change the font size in Version 19.
To change the text size throughout the software
Note: This setting will take effect after the software has been closed and reopened.
To change the font face and/or font size on PracticeMaster form layouts
Note: For more information on changing text size in Version 19, see Knowledge Base Article R11778, “Customizing Fonts and Colors in Tabs3 Software.”
You can change the number of days to display anywhere from one to 14 days. This can be accomplished by using one of the following methods from the Daily Calendar:
Note: This setting is stored in the user profile, which allows each user to select their preferred setting without affecting other users’ calendars.