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Q&A: Tabs3 Billing


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...


When I run my monthly statements, I rely on the Statement Run Totals page to give me certain figures on the bills I’d just run. However, last month this page was accidentally excluded. Is there any way to get that information now?   Read More...


Billing Q&A: Customizing Client Manager

October 2018    Tags: ,
No comments

I often work in Client Manager, but I don’t use all of the reports and programs shown at the bottom. Is there any way to customize this section?   Read More...


How do I bill a client a flat amount for the work I perform?   Read More...


I want to include internal notes about our collection attempts on one of our client’s draft bills. Where is the best place to enter this information so that it can be included on draft statements, but will not be included on final statements?   Read More...


We route Detail Work-In-Process Reports to our timekeepers for review instead of draft statements. I discovered today that one client who has work-in-process has been excluded from this report the last two months. I double-checked the selected report criteria, and the client should be included. What could cause this client to be skipped?   Read More...


Billing Q&A: Value Billing

August 2018    Tags: ,
No comments

We have work that we bill at a set value, but we still want to keep track of the timekeeper’s time. Is there a way to do this in Tabs3?   Read More...


Billing Q&A: Billing Categories

August 2018    Tags: ,
No comments

I was looking at our Billing Categories and I noticed that I have two categories that have the same description. Is there a way to merge the duplicate categories into one?   Read More...


Billing Q&A: Client Ledger

August 2018    Tags: , , ,
No comments

Our firm is doing an analysis of all the write offs that we performed last year, listed by client. Is there a report in Tabs3 that can do this?   Read More...


Billing Q&A: Payment Receipt

August 2018    Tags: ,
No comments

Sometimes a client will come into the office to make a payment on their account. Is there any way to print a receipt for the payment made?   Read More...


I just found several new clients that were not included when I generated statements. It appears that new clients are not defaulting to having the Release to Bill check box selected, and so I have to manually select it. Is there a way to make Release to Bill the default setting for new clients?   Read More...