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Q&A: Tabs3 Billing


I want the next billing for a client to show the total fees for all of his matters equal to a specific value. Is there a way that we can do this just once?   Read More...


I want to start assessing a Finance Charge on a client. How do I set this up?   Read More...


Billing Q&A: Progress Billing

February 2019    Tags: , ,
No comments

I need to send monthly statements to a new client, but the actual amount we’re going to bill them will not be determined until later. Does Tabs3 have a way to accommodate this?   Read More...


We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?   Read More...


When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October?   Read More...


When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?   Read More...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...


Billing Q&A: Write Off Entire Balance

December 2018    Tags: , ,
One Comment

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?   Read More...


Billing Q&A: Open Windows Maximized

December 2018    Tags: ,
No comments

I really like the new tabbed interface, but a couple of coworkers still want to have separate windows for each of their open programs. Is there any way to change this?   Read More...


We are running reports sorted by category and noticed that one of our newer categories did not get assigned to several clients. Is there an easy way to assign this category to multiple clients without changing them one-by-one?   Read More...


Billing Q&A: Duplicate Contact IDs

December 2018    Tags: , ,
No comments

We recently retained a new client whose name is the same as another of our established clients. When we try to create a new client file for them, entering their name pulls up the client we already have. How can we enter our new client separately?   Read More...


Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
No comments

While reviewing my draft statements, I noticed that some of the fees are listed in an order that doesn’t make sense. For example, a fee for document creation is listed after a fee for revising the document, so it looks like I reviewed the document before creating it. Is there a way to change that order or do I have to delete one transaction and enter it again so that it appears in the right order?   Read More...


Billing Q&A: Year-End A/R Report

November 2018    Tags: , ,
No comments

Each year, my accountant asks for an Accounts Receivable report as of December 31st. What can I do to make sure I have that?   Read More...


I recently ran the Transaction File List and included the Source column, which displays both uppercase and lowercase letters. What do the letters signify?   Read More...


Billing Q&A: Resetting Reference Numbers

October 2018    Tags: ,
No comments

The reference numbers for fee transactions are getting too large, and it is making it difficult to keep up with specific transactions. Is there any way for me to reset the reference numbers so they will start at 1 again?   Read More...


I have a few transactions for one of my split billing clients that do not need to be split out. Unfortunately, those entries are on the same dates as entries that do need to be split. How can I exclude these entries from being split?   Read More...