Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   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: Duplicate Contact IDs

December 2018    Tags: , ,
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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...


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   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...


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


One of my clients is requesting to see a complete history of their trust activity. Is there a report I can run that can accomplish this?   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: Billing Categories

August 2018    Tags: ,
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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: , , ,
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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...


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...


We created a new field in the Contact file. However, we also want this new field’s information to be displayed in the Client file when the associated contact is selected as the Client Name.  Is there a way to do this without having to reenter the information in both places?   Read More...


If you’re not already using client funds, you may be wondering how to set it up and start using it.   Read More...


Billing Q&A: Change Key Type

June 2018    Tags: ,
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Our firm wants to change our Key Type for Client IDs from mixed to numeric. What do we need to do to accomplish this?   Read More...


We need a list of which statement templates are assigned to each client so that we can confirm they are set to the right layout. Is there a report that will provide this information?   Read More...


I was asked by a client that has multiple matters to provide a single e-mail that includes all matters and include a combined cover statement. Can I configure the software to do all of this?   Read More...


I use the Search box in the Client file and have a whole list of fields available to search in. However, one of my coworkers only has four fields. How can I help them see the same fields as I do?   Read More...


When you need to send a statement to two different parties, what do you do? With Tabs3 Billing, you can automatically generate a duplicate statement by adding an Additional Bill To Address.   Read More...


Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates.   Read More...


We had a temporary staff member that we accidentally gave full manager access rights to while she was here. Is there any way that we can confirm no clients were deleted by this staff member before she left?   Read More...