Billing Q&A: Reorder Fees

November 2018    Tags: , , ,
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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...


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...


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...


Did you know that you can change your view to see either more fields or fewer fields in certain files?   Read More...


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


Billing Q&A: Value Billing

August 2018    Tags: ,
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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...


My firm uses the Matter Manager to view information about our clients. We also routinely use the Timer function to track how much time a given activity takes, and then convert it into a fee. Is there a way to make it so we can start a Timer from the Matter Manager, where the selected client would already be assigned?   Read More...


With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients.   Read More...


We have a new user that is creating fee records from Outlook e-mails. When she converts an e-mail to a fee, the default Timekeeper is inactive and she has to change it every time. How can we change the default timekeeper when converting e-mails to fees?   Read More...


After discussing the progress of a matter with the client, the partners have agreed to provide a $500 fee discount to the next statement. We want this reduction to be its own line on the statement so that it stands out to the client when they receive it. How can I accomplish this?   Read More...


I have a timekeeper who has been using the wrong bill code on all of his fee entries. Luckily, we haven’t billed the clients yet. Do I have to edit the bill codes on these transactions one by one, or is there a way to change them all at once?   Read More...


There are several ways you might handle billing for a contingency case, but in the end you still need to adjust the amount owed based on the outcome. So what options does Tabs3 provide?   Read More...


I performed a write-up for a set of fees for one of our clients. However, I forgot to print out the verification list and have since deleted it, and I want to verify the write-ups before I generate a statement for the client. Is there a report that will show me how much each transaction was adjusted?   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


When the attorneys enter notes into journal records and then convert them to fees, their entire journal description goes into the fee and they have to edit it. Is there a way to only pull in a partial description when converting a journal record into a Fee?   Read More...


Did you know that you can convert calendar, e-mail, note, phone, research, timer, and document records into fees? This allows you to easily bill your client for the time spent on their matter.   Read More...


When you’re not at the office and you need to record the time you spent on a matter, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course!   Read More...


When entering fees and costs for task based billing clients, do you have to scroll through all of the Phase/Task or Activity Codes for other categories to get to the set of task codes applicable for your client? If you use Billing Categories for your clients, you can assign categories to your Task Code Sets so that when entering fees and costs, only the task codes that are associated with that client’s Billing Category are displayed.   Read More...


Tabs3 Billing Q&A: Aged WIP Report

October 2017    Tags: , , ,
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We want to see all of the unbilled fees for certain clients, broken down into periods. Is there a report that can provide this information?   Read More...


Do you have a new pro bono client, or need to enter a fee or cost at no charge for a regular client? Clients and transactions can be marked as non-billable so that you can still track your time without charging your client.   Read More...