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Month: September 2019


Feature Article: NetDocuments

September 2019    Tags: , ,
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PracticeMaster now directly integrates with NetDocuments cloud-based document management service! Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.   Read More...


As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Software.   Read More...


KB Corner: Keeping Tabs3 Software Up To Date

September 2019    Tags:
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Updating the software is as easy as one-two-three!   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.   Read More...


Announcement: Closing Early on September 18

September 2019   
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Our office will be closed at 4:00 p.m. Central Time on Wednesday, September 18 for a semiannual company meeting.   Read More...


Platinum: Log Off Users

September 2019    Tags: , , ,
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With Platinum, you can safely log off users at your computer via the Log Off Users utility.   Read More...


When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not?   Read More...


There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient!   Read More...


Quick Tip: Release Notes

September 2019    Tags: ,
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As of Version 19, we are releasing additional enhancements throughout the release cycle by posting interim release updates instead of only when a brand new version is released.   Read More...


We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it?   Read More...


Billing Q&A: Creating a New Cost Type

September 2019    Tags: , ,
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We recently added new transaction codes for various office expenses that we want to start tracking. However, we want to track these transactions as a separate group from the other expenses we already have. Is there a way to do this and be able to report on these expenses?   Read More...


I regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?   Read More...


I want a list of my contact’s names and email addresses in an Excel spreadsheet. Is there an easy way to do this?   Read More...


I need to subtotal my GLS accounts in a different order to report on income for a branch of the firm. I know I can re-order the accounts in my Chart of Accounts, but I’m hesitant to change the order because it is already in the order the firm typically needs. I only need this alternate order for reporting purposes; what can I do?   Read More...


General Ledger Q&A: Edit GLS Client

September 2019    Tags:
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A couple of months ago, we changed the name of our firm. I updated Firm Information in System Configuration which changed the name on our statements and Tabs3 reports, but I noticed that our GLS reports still show the old name. How do I change the firm name on GLS reports?   Read More...