Did you know that PracticeMaster has a new dashboard in Version 19? The dashboard makes it easy to see your calendar for the day, your upcoming tasks, and a quick recap of the time you entered.
The Calendar widget shows a list of your upcoming events, along with a calendar that can be used to pick a different date. Mouse over an upcoming event to see more details, or click it to open the calendar record for editing. You can quickly add an item and open the full calendar.
The My Tasks widget shows all of your incomplete tasks broken up into sections by due date. This makes it easy to see what needs to be done first.
Recap of Hours
The Recap of Hours widget shows your hours worked compared to your daily target hours. This makes it easy to see the status of your worked hours, including any unprocessed timer records.
Note: The Home page must be selected in the PracticeMaster Theme Settings (View | Theme Settings | Home Page) to view the dashboard.
Did you know that if you use ProPay to process credit cards in Tabs3, you can now send a link to your clients so they can make a payment without you needing to get their credit card information? Once the payment is made by your client, you can then import those payment records into Tabs3 Billing.
This works by configuring your Email Statement template to automatically generate a personalized link to the ProPay website. The link can be used by your clients to pay their bills directly via credit/debit card or electronic check. Those payments can then be imported into Tabs3 using the new Import Online Payments feature.
Note: Each time an email is generated via the Email Statements program, a new and unique link is also generated specific to that client.
Knowledge Base Article R11767, “Using the Tabs3 Payment Link,” provides more information on how the Tabs3 Payment Link and Import Online Payments features work. Check out this article to learn how to modify your email template, process and email your statements, import online payments, and read frequently asked questions.
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.
Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.
The order in which fee transactions are printed on a statement is based on three levels:
The Reorder Fees utility (Statements | Statement Preparation | Reorder Fees) lists all work-in-process fees for the selected client. Fees can be moved using the Move Up and Move Down buttons. Moving fees up and down changes the reference number of the fee immediately.
However, keep in mind that fees can only be moved up or down within the same date. For example, if there are three fees dated 2/15, and one fee dated 2/16, only the fees dated 2/15 can be moved.
You can use the Group fees by drop-down option to see what order fees would be listed on a client’s statement based on the Subtotal selected in the Statement Template. When selecting Draft or Final, the fees will be grouped as specified in the Subtotal field of the selected client’s Draft or Final Statement Template.
Take a look at how fees are shown on your clients’ statements, and see how the Reorder Fees utility can help you. Your clients will appreciate the order, and you might get paid faster!
Did you know that Tabs3 Connect takes advantage of existing security features for Tabs3 Billing and PracticeMaster? Not only does user access to Tabs3 data follow the same rules regardless of how you are accessing it, Tabs3 Connect provides even more control!
For an added level of control, you can monitor who is accessing Tabs3 Connect. The Tabs3 Connect Access Log tracks the following information:
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.”
This can be accomplished by creating a WorkFlow that prompts the user if they’d like it to run when a Document Management record is created with a particular Document Type (e.g., “Form” or “Proposal”). Fee and email values will be entered automatically.
Once the WorkFlow completes, the document can easily be attached to the email.
To automatically create a fee and start an email every time Document Management records are added with certain Document Types
When run, this WorkFlow will start an email to which the document can be attached. To attach the document to the email, select the PracticeMaster tab of the email, click Attach PM Document, and then select the new Document Management record from the list.
Note: This WorkFlow can be created for each Document Type, as needed.
Did you know that you can create separate tab groups in the Tabs3 software? Tab groups provide the ability to show two or more Tabs3 windows at the same time. This is especially handy when it’s necessary to compare data.
The Tabbed Mode Splitscreen training video shows you how to turn on the Tabbed Interface and then walks you through creating new horizontal and vertical tab groups by dragging and dropping tabs or via the Windows menu. You’ll also learn how you can move tabs between tab groups or reorder tabs within the same group.
Watch this two-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 | Training Videos.
Did you know that you can set a timekeeper’s rate to change as of a specific date? This means that the software will automatically apply the correct rate based on the fee’s date, allowing you to continue entering time like normal. For example, let’s say you want to change a timekeeper’s rate from $250 to $275, effective on March 1st. In this scenario, any time entered with a date prior to March 1st will automatically use the $250 rate, and any time entered with a date of March 1st or later will automatically use the $275 rate. This helps make it easy to change rates and have them billed correctly.
To set the effective date for new timekeeper rates
Note: New rates can also be configured in Rate Tables by editing each table.
In version 19, you now have the ability to include all matters for the selected client when writing fees and costs up or down. When writing multiple transactions up or down, each affected transaction’s amount and/or hours is adjusted by an amount proportional to the total adjustment.
To write up or write down fees or costs for all matters
Before you can apply a finance charge to a client, you must first enable finance charge in Customization. Once enabled, you can configure the finance charge for the client.
To enable finance charge for Tabs3
To configure a client to be assessed a finance charge
Information on how the finance charge is calculated can be found in Knowledge Base Article R10850, “All About Tabs3 Finance Charges.”
Progress Billing allows you to bill a client toward an amount, even when you don’t know what that final billing amount might be. You can bill a set amount on a regular basis or for a single time, you can bill a different amount for each billing, or you can send statements that show the work done, but no amount due; it’s entirely up to you.
Progress Billing allows you to bill amounts that are unrelated to the actual hours spent working on the client’s case. These amounts are then maintained separately and are also appended to the client’s account receivable balance. Once the case has been resolved, a “reconciliation” statement is processed which applies the amounts you’ve billed toward the actual finished work. With progress billing, timekeepers do not receive credit for their billed work until the account is reconciled.
To enable Progress Billing
Once enabled, only fees with a Type 6 (progress fee) Tcode will be included on statements for the client. All other fees will stay in WIP until a “reconciliation” statement is processed for the client.
For more information on Progress Billing, including Type 6 tcodes and steps for generating a reconciliation statement, refer to the Billing Methods Guide.
The Client Inactivity Report provides the ability to find clients that have no activity in Fees, Costs, Statements, Payments, Payment Adjustments, Write Offs, and/or Client Funds within a user-defined time frame.
To run the Client Inactivity Report for clients with no fees or costs in the last 6 months
The report will provide you with a list of all clients who have not had any fees or costs entered within the past 6 months.
The Tabs3 Billing Software provides the ability to select any month to be the first month of your reporting year, and it can be changed at any time.
To change your fiscal year
Now the desired fiscal period will be shown on reports.
The Recap of Hours display in PracticeMaster will list all time stored in the fee file, based on transaction date. When statements are final billed and updated in Tabs3 Billing, fee records will be removed from PracticeMaster unless archived records are also being synchronized.
Synchronizing archived records may take a long time, so it is recommended that this process be done at the server if possible.
To synchronize archive records
After this process is complete, the Recap of Hours display will match Tabs3 Billing for billable and non-billable hours.
In addition to calendar alarms, you can also create Quick Alarms. Quick Alarms allow you to create an alarm that contains only a time and description, and is not related to any other records. However, keep in mind that if PracticeMaster is closed, Quick Alarms are deleted.
To set up a new Quick Alarm
Note: You cannot have two alarms for the same time and description.
Yes, there is! Not only is the Recap of Hours shown on the dashboard, but you can also access the Recap of Hours window separately. The Recap of Hours window has all of the same features as the Recap of Hours on the dashboard, plus the ability to print. Additionally, in the Recap of Hours window, the Total Hours and Total Amount are further broken down into Billable and Non-Billable.
To print the Recap of Hours
The Calendar Plan Templates in PracticeMaster provide the ability to add custom variable values to any fields, which are prompted for during the processing of the Template. In order to have the system prompt you for your “Location” value, you can do the following:
Now when you process the template, there will be a LOCATION field in the Variable Substitution section of the Process Template window. Simply enter the desired location for this plan.
Yes there is! There are specialized string functions that can be used to change the output of report fields so that they stand out from the other text of the report.
To make a field bold in Report Writer
Your report output will now print the desired field as bold.
Note: Other rich text functions available include underline (ULINE$), italic (ITALIC$), and strikethrough (STRIKE$). For a list of available functions, refer to Knowledge Base Article R10750, “PracticeMaster Report Writer, Filter, and WorkFlow Functions.”