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Tag: Tabs3 Billing


2018 has flown by, and 2019 is right around the corner. Now is the time to review year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...


If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...


Do you sometimes forget how to access programs or reports in the software that you only use occasionally? Use the Quick Launch in Version 19 to find what you need!   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: Write Off Entire Balance

December 2018    Tags: , ,
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I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?   Read More...


Billing Q&A: Open Windows Maximized

December 2018    Tags: ,
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I really like the new tabbed interface, but a couple of coworkers still want to have separate windows for each of their open programs. Is there any way to change this?   Read More...


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: 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...


Tabs3 version 19 has been released, and there are many great new features!   Read More...


Have you ever wanted to change the size of the windows, menus, page tabs, lists, and messages in the software? How about changing the font face and size on your PracticeMaster forms? Version 19 introduces a new, larger default font in the software and allows you more control over font via new customization options.   Read More...


We wanted you to know that our family of products has grown – we recently acquired CosmoLex!   Read More...


Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard!   Read More...


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...


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...


Resetting users incorrectly can be a costly practice in terms of lost time and productivity. It is important to realize the risks involved when users reset other users.   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...