Feature Article: Version 19 Highlights

November 2018    Tags: , , , , ,

Tabs3 version 19 has been released, and there are many great new features! The following features are only some of the enhancements we made for this version:

All Tabs3 & PracticeMaster Software

  • New Look – Includes larger font, new color, theme, and navigation options.
  • New Quick Launch – Provides a search bar to search for actions, includes your recent matters and recent actions, and lets you pin and reorder your frequently used matters and actions.
  • New Tabbed Interface – Quickly switch between open windows.
  • New Home Page – The new Home Page provides a modern look and feel while keeping the accessibility of the classic Task Folders.
  • New Theme Settings – Each user can customize their own theme for each product.

Tabs3

  • Tabs3 Online Payments – Added the ability to include a ProPay payment link with your emailed statements allowing clients to pay their bill online.
  • Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts.
  • Reorder Fees on Statements – The new Reorder Fees utility allows you to change the order in which fees with the same date appear on statements.
  • Write-Up/Write-Down Fees and Costs Across Matters – You can now write-up or write-down all matters for a client at the same time.
  • Apply Payments to Multiple Matters – Payments for multiple matters can now be applied to individual statements.
  • Better Handling of Credit Transactions – Entering credits for paid transactions will automatically apply the credit to accounts receivable when the statement is updated. Produce a credit memo by running a statement with only credit transactions.

PracticeMaster

  • Batch Journal Record Creation from Outlook – Added the ability to create journal records from multiple Outlook email messages at the same time.
  • Designate Restricted Fields – Added the ability to prevent editing of specific fields by designating which users have rights to edit restricted fields in a file.
  • Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts and optionally includes unprocessed timer records.
  • Dashboard – New dashboard on the Home page shows the user’s calendar, task list, and recap of hours.
  • Outlook Plug-in – Added a new Attach PM Document button to the Outlook Plug-in toolbar that makes it easy to attach PracticeMaster documents while composing email in Outlook.

General Ledger

  • New Statement of Cash Flows Report – Added a new Statement of Cash Flows Report that shows how changes in Balance Sheet and Income Statement accounts affect the firm’s cash flow.
  • New Advanced Client Costs Report – Added a new Advanced Client Costs Report that makes it easier to reconcile advanced client costs between Tabs3, Accounts Payable (APS), and General Ledger (GLS).

Accounts Payable

  • Designate Vendors and Bank Accounts as Inactive – Added the ability to designate vendors and bank accounts as inactive.
  • New EFT Transaction Type – Added a new Transaction Type of EFT, making it easy to record invoices that were paid electronically.
  • Print Checks – The Select Invoices to Print feature now displays the number of invoices selected and total amount to pay. Added a Tabs3 column that shows if the invoice is paid, unpaid, or not associated to a Tabs3 cost. Added the ability to exclude invoices with unpaid Tabs3 cost transactions.
  • Check Register & Report Improvements – The Tabs3 section of the reports has been enhanced to include the Tabs3 Tcode number, Transaction Type (“E” for Expense or “A” for Advance), and Payment Status (Paid or Unpaid), thus making it easier to reconcile Advanced Client Costs.

Trust Accounting

  • Designate Bank Accounts as Inactive – Added the ability to designate a bank account as inactive.

Tabs3 Connect

  • Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts.
  • Fee Entry – Added the Timekeeper field making it easy to add fees for other timekeepers. Added the Bill Code field making it easy to override the default billable or printable status.

For in-depth information on all of the new Version 19 features, including screenshots, see the What’s New List or Knowledge Base Article R11744, “Version 19 Introduction to New Features.” A list with links to all Version 19 information can be found in R11746, “Version 19 Information and Resources.”

To download Version 19, select Check for Updates from the Help menu, visit Tabs3.com/support/update/v19upd.html, or contact your local consultant.

If you have any questions about the update, please contact your consultant, or contact Technical Support at (402) 419-2210.

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