Feature Article: Dashboards

January 2020    Tags: , , , , , ,

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!

Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page and provide the following information:

Tabs3 Billing Dashboard – Displays Accounts Receivable and Work-in-Process for each aging period, as well as a Cash Receipts and a Billing History billing widget to compare figures for the past two years. The dashboard can optionally be filtered in Platinum systems for one or more timekeepers, categories, or locations.

PracticeMaster Dashboard – Displays the current month’s Calendar, a list of upcoming events, a My Task list that can be checked off, and a Recap of Hours graph. Additionally, buttons to Add Event, Add Task, and Add Fee are included.

Trust Accounting Dashboard – Displays a summary of your firm’s active Bank Accounts and a list of Recent Trust Transactions. Additionally, buttons to Import Bank Transactions, Print Checks, and Add Transactions are included.

Accounts Payable Dashboard – Displays a list of Unpaid Invoices. Additionally, buttons to quickly Print Checks, Post Checks, print a Check Register, and Add Invoices are included.

General Ledger Dashboard – Displays a summary of your firm’s Bank Accounts and a list of Recent Bank Transactions. Additionally, buttons to Import Bank Transactions and Add Journal Entries are included.

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