We are running reports sorted by category and noticed that one of our newer categories did not get assigned to several clients. Is there an easy way to assign this category to multiple clients without changing them one-by-one?   Read More...


Billing Q&A: Year-End A/R Report

November 2018    Tags: , ,
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Each year, my accountant asks for an Accounts Receivable report as of December 31st. What can I do to make sure I have that?   Read More...


I’m the bookkeeper with our firm. I’m looking for a better way to track the firm’s cash flow over a given period. Is there a report in GLS that can help with that?   Read More...


I need to see all of the deposits made in the Trust Accounting software in the last month. How can I do this?   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...


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...


Video of the Month: About Graphs

September 2018    Tags: ,
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Did you know that you can easily produce graphs for several Tabs3 reports? Graphs provide a visual element and can be a great way to present information.   Read More...


I want to include internal notes about our collection attempts on one of our client’s draft bills. Where is the best place to enter this information so that it can be included on draft statements, but will not be included on final statements?   Read More...


General Ledger Q&A: Comparing Budgets

September 2018    Tags: , ,
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I have budgets set up for some of my expense accounts. How can I determine how much of our budget we’ve actually used so far in 2018?   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: 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 know I can print a Graphical Calendar Report, but I don’t want it to look like a calendar. Is it possible to just print a list of my upcoming calendar events?   Read More...


The Platinum version of Tabs3 and PracticeMaster software provides a multitude of benefits when working with reports. If reporting is important to your firm, take a look at the following reasons to upgrade now!   Read More...


Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information.   Read More...


Quick Tip: Multiple Client Ranges

July 2018    Tags: ,
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It is sometimes necessary to run a report or generate statements for certain clients but not others. This can easily be accomplished without rerunning the report or statement multiple times for each separate client range.   Read More...


I noticed my Retained Earnings on the Balance Sheet does not match the YTD Profit/Loss on the Income Statement. They are off by the balance carried forward in the retained earnings account from the prior fiscal year. How do I correct this?   Read More...


I reprinted our last reconciliation report for our bookkeeper, and noticed that it doesn’t match the Three-Way Reconciliation Report. Why is this, and how can I fix it?   Read More...


Did you know that there are several ways of filtering your reports and statements so that you only see the data you want to see?   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...