In Version 19, we added a dashboard to PracticeMaster. In Version 2020, we added dashboards to Tabs3 Billing, Trust Accounting, Accounts Payable, and General Ledger! Read More...
Want to see all of the new features in Version 2020? Read More...
Trust Accounting Software (TAS) and Accounts Payable Software (APS) now support Positive Pay! Read More...
Time is money, and how long it takes for your firm to complete tasks affects the bottom line. So how will Platinum software speed things up for your firm? Read More...
Are you ready to file your 1099’s? Tax season is here and Tabs3 E-file can help simplify your 1099 submission process! Read More...
Have you ever encountered comments in a Client’s file stating that the client was contacted about their past due balance without any reference as to who or when? Read More...
I received a check today with a statement number in the Memo field. However, the payer is not in the Client file. Is there a way for us to search for a statement number if we don’t know which client it is for? Read More...
When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager? Read More...
I sometimes miss eNotes because the eNote window is behind other open windows. Is there a way to force the eNote window to the front so that I don’t miss them? Read More...
I sometimes have a lot of incomplete tasks in my Task List. I want to be able to sort them, but the field I want to sort by isn’t shown. How can I add another column to the Task List? Read More...
The beginning of our financial year is currently set to January; however, we consider November to be the beginning of our financial year. How can we change this? Read More...
A few months ago I created a new account in GLS and journal entries have been entered for that account. However, our accountant has requested that we change the number of the account. Is there a way to change the account number without losing our journal entries? Read More...
We have decided to revamp the numbering conventions for our vendors as of the first of the year. Is there a way to update our existing vendors to our new numbering sequence, or will we have to delete them and recreate them one at a time? Read More...
We are late getting year-end wrapped up and have not yet ordered 1099 forms. Does Accounts Payable have an option for generating 1099's without printing forms? Read More...
When we generated the 1099 Report, we discovered a duplicate payee. Is there a way to combine the duplicates? Read More...
One of our attorneys left the firm and we need to determine which trust accounts they were responsible for so we can reassign them. Is there a report that will show this? Read More...