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? Most reports have a Client tab and several reports have a Transactions tab. Likewise, when generating statements, both the Client tab and the Transactions tab are available. These tabs provide options for which clients and/or transactions are to be included on the report.
Client tab
The Client tab provides the ability to select a client range based on several different factors including the Client ID, Name Search, Primary/Secondary/Originating Timekeeper, Billing Category, Billing Frequency, Location, Status, and Open/Close Date. When filtering by Status, the following options are available:
- Active, Inactive, or Both
- Progress, Non-Progress, or Both
- Billable, Non-Billable, or Both
- Task Based, Non-Task Based, or Both
- Release to Bill, Non-Release to Bill, or Both
- Bill on Demand, Non-Bill on Demand, or Both
- Statement Delivery Options
- Mail Statement: Yes, No, or Both
- E-Mail Statement: Yes, No, or Both
Transactions tab
The Transactions tab provides the ability to select a transaction range based on several different factors including whether to include Fees, Expenses, Advances, 
and Payments. Additionally, ranges for Fee/Cost Timekeeper (working timekeeper), Fee/Cost/Payment Date, Fee/Cost/Payment Tcode, Category, and Cost Type are available.
These are the most common options for filtering reports. However, some reports may have additional options to further filter data that are specific to that report. For example, the Transaction File List provides the option to include Work-In-Process and/or Archived transactions, Billable and/or Non-Billable transactions, and more.
So if you’re running reports or statements and you’re getting more clients and/or transactions than you want included, try using the filter options to help fine-tune your report!
Do you have a question about the software? Any questions that you want to ask have likely been asked by others as well. Because of this, we have created several targeted Frequently Asked Questions (FAQs) articles, and made it easy to access them all in one place.
Knowledge Base Article R11567, “Frequently Asked Questions for All Products,” provides a list of articles answering FAQs. Articles are grouped by general, software features, and version specific questions.
- General FAQs include year-end and software specific articles, such as Platinum, Tabs3 Billing, PracticeMaster, and more.
- FAQs for software features include articles on printing, credit card processing, Tabs3 Connect, and more.
- Version specific FAQs include articles geared toward questions about new features in each version.
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.
Effective immediately, we have reduced the monthly subscription plan rates for our Platinum SQL levels of Tabs3 and PracticeMaster software by 20%. Tabs3 Billing and PracticeMaster software are now each $32/month per user and Tabs3 Financial Software is $8/month per user.
“We are excited about this reduced pricing for clients choosing to pay for our Platinum SQL level of our software on a monthly per user subscription basis,” said Dan Berlin, President and CEO of Tabs3 Software. “This makes it even more affordable to have the ability to enter fees and costs from your mobile device via Tabs3 Connect, take better advantage of the speed of your firm’s computer, and more.”
The subscription pricing model features a low monthly cost that includes all the benefits of being on maintenance, including free technical support and free updates, plus access to the most award-winning software in the industry.
If you are interested in upgrading to Platinum SQL via monthly subscription, contact either your local consultant or our sales team at (402) 419-2200.
As of June 1, 2018, Software Technology, LLC no longer provides support for Version 16.1 or Version 16.2 of Tabs3 Billing and Financial Software or PracticeMaster.
Additionally, support for all discontinued 32-bit DOS Interface programs, such as EQDCONV, is no longer provided. These discontinued programs have been replaced by the Tabs3 Device Interface program (TBDevice).
If you are still using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 and PracticeMaster. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
As an added benefit, when you purchase an update for your software licenses, you will receive four months of maintenance, which entitles you to unlimited technical support, software updates, and new versions.
If you have any questions regarding the discontinuation of support for Version 16, please contact your local consultant, or a member of our Sales Department at (402) 419-2200.
Previously published in May, April, March, February, January, December, October, August, and June. Updated June 2018.
I love PracticeMaster’s Convert to Fee feature because it takes information from the journal file and quickly turns it into a fee without me having to start from scratch and retype everything. Is there any way to make other tasks this easy?
You can turn any number of tasks into single click functions using WorkFlows.
When the User Activated check box is selected in a WorkFlow, the WorkFlow will be included in the WorkFlow group of the Quick Clicks pane for the selected file. This allows you to manually run the WorkFlow on demand for the selected records.
For example, let’s say that when a client calls in to set up an appointment, you want to quickly and easily add a calendar record. A User Activated WorkFlow can be created in the Client file so that when the client calls in to make an appointment, you can click the WorkFlow and have the calendar record automatically created with the Client ID, Description, Calendar Code, and Alarm already filled in.
To create a User Defined WorkFlow
- From the Maintenance menu, select WorkFlows.
- Select the desired file (e.g., Client).
- Click the New button.
- Enter a Name for the WorkFlow (e.g., “Create Appointment”).
- In the Event section, select the User Activated check box.
- Complete the WorkFlow by setting up the desired actions and clicking Save.
Keep in mind that WorkFlows that do not have the User Activated check box selected will not be available in the WorkFlow group of the Quick Clicks pane, and will only run when triggered. However, you can optionally make WorkFlows that automatically run when records are added, changed, or deleted also run on demand by selecting the User Activated check box. This can help provide more flexibility in a WorkFlow that sometimes needs to run automatically and sometimes on demand.
For more information on WorkFlows, refer to our PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
If you’re not already using client funds, you may be wondering how to set it up and start using it.
The Client Funds feature in Tabs3 can be used to maintain a separate accounting of client funds for non-refundable retainers. These funds are kept separate from the client’s accounts receivable balance and are typically deposited in the firm’s general account.
Before entering client funds transactions, you must first set up the client. Once the client is set up, you can use the Client Funds file to enter client funds transactions. Deposits, withdrawals, and payments to the firm can be made to the client funds account.
The Using Client Funds video walks you through setting up a client for client funds, including more information on each of the setup options. This video will also walk you through entering a Deposit and a Payment to Firm, explaining how each field affects how the transaction is handled.
Watch this eight-minute video here:
Note: Other funds such as trust funds, escrow funds, refundable retainers, etc., can be entered as Client Funds, but using a trust account system (such as Tabs3 Trust Accounting Software) is recommended to better comply with state bar recommendations.
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.
