As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Billing Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
It’s important to the Tabs3 Team that you have the best possible experience with the software. To help make that possible, we are having our first ever Update Sale. When you purchase an update, you will receive a 40% discount on the cost of the update. This sale will only last through September, so don’t let the opportunity pass you by – reach out to your consultant or the Tabs3 Sales Team for details!
As an added benefit, when you purchase an update, you will receive twelve months of maintenance. Being on an active maintenance plan entitles you to unlimited technical support, software updates, and new versions.
If you have any questions regarding the discontinuation of support for Version 17, please contact your local consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software.
Trust Accounting – Track and reconcile deposits and payments for an unlimited number of client trust accounts. See warnings when an account goes below a minimum balance and prevent negative balances. Payments to your firm from a client’s trust account can automatically create payments in Tabs3 Billing. Trust balances also appear on work-in-process reports and on client statements in Tabs3 Billing. Print checks from your clients’ trust accounts. Use the Three-Way Reconciliation Report to ensure the accuracy of your trust balances.
General Ledger – Create Balance Sheet, Income Statement, Trial Balance, Statements of Cash Flow, and Journal reports for you and your accountant. General Ledger software comes with a chart of accounts for law firms that you can use or modify to fit your current account structure. Reconcile bank statements, print financial statements, and ensure your accounts stay balanced. Track all Advanced Client Costs across Tabs3 Billing, Accounts Payable, and General Ledger.
Accounts Payable – Stay on top of your cash flow by tracking cash requirements, invoice aging, and vendor accounts. Track invoices and keep a list of all vendors in one place. Print a batch of checks or use the Quick Print feature to print a single check. Easily see when cost advances billed in Tabs3 have been paid. See all of your checks in one easy-to-use check register. Save time and avoid having to re-enter payables on a regular basis by using recurring transactions.
To learn more about what you may be missing out on, take a look at Knowledge Base Article R11715, “Tabs3 Financial Software Resources (APS, TAS, GLS).” This article provides a list of resources pertaining to the Tabs3 Financials software, including integration, reconciliation, frequently asked questions, year-end overviews, checks, trust account regulations, troubleshooting, guides, report packs, and more.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020 later this year:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email signup@tabs3.com.
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).
Statement comments entered for individual fee, cost, payment, or client funds transactions are shown in red. When printing reports or draft statements, statement comments will print with a strike-through character (e.g., “Send statement by the 2nd”).
To create a Statement Comment
Note: Alternatively, you can enter all desired text, highlight the portion you want to have shown as a statement comment, and then select Statement Comment from the right-click menu.
Synchronization of records from Outlook to PracticeMaster depends on how Outlook integration is configured. If Outlook integration has been configured for automatic synchronization from Outlook to PracticeMaster, records that you add or modify in Outlook will synchronize to PracticeMaster immediately upon being saved.
If that’s not the behavior you are seeing, the first consideration is how the integration is configured. You can access the Outlook configuration settings by clicking the Maintenance menu in PracticeMaster, then pointing to Integration and selecting Outlook Synchronization.
On the Calendar tab, verify the following settings to ensure that automatic synchronization is properly configured:
If you’ve confirmed that the integration is properly configured for automatic synchronization, then verify that the status bar at the bottom of the PracticeMaster window is not displaying an “Outlook Synchronization Suspended” message. This message indicates that synchronization has been halted and user intervention is required. To resolve the suspended synchronization, click the message in the PracticeMaster status bar. You will then be prompted to perform the required action.
Most commonly, “Outlook Synchronization Suspended” messages are the result of the confirmation threshold being set too low on the Synchronization Options tab of the Outlook Synchronization window. This setting is designed to alert you when an unusually large number of records are being synchronized, and may need to be modified depending on how many records are normally added for you by other users.
If you have verified all of the above settings and the calendar items are still not synchronizing to PracticeMaster, contact Technical Support at (402) 419-2210.
If you haven’t tried out Platinum yet because you haven’t had time to read up on the features, then this video’s for you!
The Platinum Overview video goes over the core features that make Platinum great, including the following:
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.