View / Print Full Newsletter

Feature: Statement Manager

October 2020    Tags: , ,
No comments

Want a quick and easy way to review your clients’ statements, and take action if necessary? Statement Manager is here!   Read More...


As of June 15, 2021, Software Technology, LLC will no longer provide support for Version 18 of Tabs3 Software.   Read More...


In Version 2020, we increased the sizes of various fields in the file structure. Your firm may be affected by these changes if you use ODBC reports or SQL queries to access the Tabs3 data.   Read More...


Spotlight: Taskbill

October 2020    Tags: ,
No comments

Taskbill is used to export Tabs3 Billing information for electronic submission. Many companies require firms to submit billed fees and costs in a specific format for online electronic billing.   Read More...


Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, or who is downloading documents and attachments?   Read More...


When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!   Read More...


Quick Tip: File Definition Report

October 2020    Tags: ,
No comments

Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on.   Read More...


When we upgraded to Platinum, we were told that there was an option to set a refresh rate on the dashboard. However, the dashboard is not refreshing automatically. Where is that option located?   Read More...


Is there a way I can verify who I sent email statements to last month?   Read More...


Billing Q&A: Write Offs

October 2020    Tags: , , ,
No comments

We received a final payment from a client whose matter is closed, but it didn't cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn't pay. How can I reflect this properly within Tabs3?   Read More...


Sometimes our clients will make a payment on their account while they are in the office. Is there a way we can print a receipt for them?   Read More...


I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...


My coworker showed me how she can “resize” calendar records in the Daily Calendar to make them longer or shorter. However, I am not able to do the same thing on my computer. Why is this?   Read More...


I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?   Read More...