Did you know that we release enhancements to the software on a regular basis? Enhancements can range from fixing issues we have found to adding new functionality that helps make the software work better. Although we don’t typically announce these changes, you can quickly and easily check to see if there are any new updates available from within the software.
When checking for updates (Help | Check for Updates), you can see if the software is up to date, an update is available, or a new version is available. Additionally, if we make a change to the software that fixes an issue that may have caused any inaccuracy in your data, we will release a Critical Update. A Critical Update will be displayed when you start the software so that you know it is available right away and can download the update.
For more information on update notifications, visit Knowledge Base Article R11539, “Tabs3 and PracticeMaster Update Notification.” This article provides information on the various notifications, downloading an update, configuring access profiles for rights to check for updates, troubleshooting, and frequently asked questions.
Keeping the software up to date is important. Make checking for updates part of your regular task list.
Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
I want to create a journal record in PracticeMaster for every e-mail that I send. How can I accomplish this automatically?
Before you can configure the toolbar to automatically journal all outgoing e-mails, you will need to install the Outlook Plug-in.
To install the PracticeMaster Outlook Plug-in
- From the Maintenance menu, point to Integration and select Toolbar Plug-ins.
- Click the Install Outlook Plug-in button.
- Click OK on the message that is displayed.
- Close and reopen Outlook.
Once the Outlook Plug-in has been installed, you can specify whether new messages will be automatically journaled or not. Additionally, you can specify whether or not the records will be linked. When Linking is enabled, PracticeMaster will maintain a link between the e-mail and the Journal/Calendar/Fee record. When Linking is enabled and you try to create a PracticeMaster record from an e-mail a second time, the existing record will be opened instead. When Linking is disabled, multiple records for the same e-mail may be created.
To automatically journal outgoing e-mails
- From Outlook, click the PracticeMaster tab.
- Click the Default Settings button.
- In the New Message Defaults section, for the Journal option, select Enabled.
- In the Record Linking Defaults section, change the Record Linking option if desired.
- Click OK.
Keep in mind that these are the default settings. When sending an e-mail, you can click on the PracticeMaster tab in the new message window and select to turn Journaling and/or Linking off for this message. The next e-mail you send will revert back to the default settings.
For more information regarding the features available in PracticeMaster’s Outlook Plug-in, refer to Knowledge Base article R11516, “Configuring the PracticeMaster Outlook Plug-in.”
During a typical monthly billing cycle, many steps are performed that lead to the production of statements. Once statements have been produced in their final form and sent to clients, do you follow the recommended steps to close the month in Tabs3?
It is important to follow Month-End procedures in order to make sure that statements are archived, you have the desired reports printed, data is error-free, and you have a solid internal backup. The Month-End Procedures video provides more information on performing these recommended tasks after statements have been run.
Watch this four-and-a-half-minute video here:
For information on Year-End Procedures, refer to Knowledge Base Article R10429, “Year-End Overviews for Tabs3 Software Products.”
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
Did you know that you can print a check directly from the Invoice/Manual Check window in Accounts Payable Software (APS) and the Trust Transactions window in Trust Accounting Software (TAS)?
You don’t have to use the Print Checks program to print a single check. Instead, you can use the quick print option in either program.
To quick print a single check in APS
- From the File menu, point to Open and select Invoice/Manual Checks.
- Select the desired Vendor.
- Select the desired invoice or create a new one.
- Click the
icon or press Ctrl+Shift+P.
To quick print a single check in TAS
- From the File menu, point to Open and select Transaction.
- Select the Trust ID.
- Select the desired transaction or create a new one.
- Click the
icon or press Ctrl+Shift+P.
The quick print feature in APS and TAS is a quick and easy way to print a check that you need now. Try it out the next time you don’t need or want to run an entire batch of checks.
