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Kurent, the new cloud billing product from Tabs3, provides solos and small firms an easy way to track time, create and send invoices, manage trust accounts, and receive payments – on any device. Combining the features that solo and small firms need with the convenience of the cloud, Kurent was created with the same quality and trusted service you expect from Tabs3.   Read More...


Tabs3 Connect: Text Macros

October 2018    Tags: , ,
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Did you know that text macros can be used in Tabs3 Connect? Text macros are used to help speed up data entry by maintaining a list of Macro IDs that expand out to full words or phrases when typed.   Read More...


I know that I can synchronize only my PracticeMaster contacts with Outlook by specifying a User Filter via the Outlook Synchronization Settings. However, is there a way I can add my User ID into the User/Group field of all the contact records for my clients all at once?   Read More...


If you need a list of work-in-process and/or archived transactions, the Transaction File List is where you want to start.   Read More...


Quick Tip: Internet Resources

October 2018    Tags:
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Did you know that you can easily access several resources, besides Help files, from the Help menu in the software?   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: ,
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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: ,
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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...


We have noticed that some words are being excluded from our Conflict of Interest Search that we need to be included. Is there a way to change which words are excluded from the search?   Read More...


At the end of the Conflict of Interest report, it says that my Conflict of Interest Index needs to be rebuilt. How do I rebuild the Conflict of Interest Index?   Read More...


We have created a few custom fields in the Contact file that we want to display as columns when accessing the file. Is this possible?   Read More...


I have two calendar codes that use the same description. Is there a way I can see which calendar code has been used the most so I can remove the other?   Read More...


I have many meetings scheduled throughout the day and some of them only last a few minutes. When I look at the Daily Calendar, there are sometimes multiple meetings on one line and I can’t clearly see what is coming up for the day. Is there any way to change how my meetings are displayed so that I have a better idea of what all I have scheduled?   Read More...


Did you know that you can have certain software features automatically run as soon as a Tabs3 program is opened? You can use startup options to help automate tasks by entering command line options in the Target field of the desktop shortcut icon.   Read More...


Are you familiar with how the Tabs3 and PracticeMaster software integrates? One of the key features of Tabs3 and PracticeMaster software is how tightly our billing, practice management, general ledger, accounts payable, and trust accounting software all work together.   Read More...


Did you know that you can see who is currently logged into the software?   Read More...


You may already be set up to synchronize your calendar and contacts between PracticeMaster and Microsoft Outlook via your Exchange server, but using the Platinum Exchange Connector has so many more great benefits!   Read More...


I’m getting ready to configure contact integration with Outlook so I can sync my PracticeMaster contacts to my phone. However, I don’t want my private Outlook contacts syncing to PracticeMaster, nor do I want all of the contacts in PracticeMaster to sync to my phone, just the ones applicable to me. How can I accomplish this?   Read More...