Tabs3 version 19 has been released, and there are many great new features! The following features are only some of the enhancements we made for this version:
All Tabs3 & PracticeMaster Software
- New Look – Includes larger font, new color, theme, and navigation options.
- New Quick Launch – Provides a search bar to search for actions, includes your recent matters and recent actions, and lets you pin and reorder your frequently used matters and actions.
- New Tabbed Interface – Quickly switch between open windows.
- New Home Page – The new Home Page provides a modern look and feel while keeping the accessibility of the classic Task Folders.
- New Theme Settings – Each user can customize their own theme for each product.
Tabs3
- Tabs3 Online Payments – Added the ability to include a ProPay payment link with your emailed statements allowing clients to pay their bill online.
- Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts.
- Reorder Fees on Statements – The new Reorder Fees utility allows you to change the order in which fees with the same date appear on statements.
- Write-Up/Write-Down Fees and Costs Across Matters – You can now write-up or write-down all matters for a client at the same time.
- Apply Payments to Multiple Matters – Payments for multiple matters can now be applied to individual statements.
- Better Handling of Credit Transactions – Entering credits for paid transactions will automatically apply the credit to accounts receivable when the statement is updated. Produce a credit memo by running a statement with only credit transactions.
PracticeMaster
- Batch Journal Record Creation from Outlook – Added the ability to create journal records from multiple Outlook email messages at the same time.
- Designate Restricted Fields – Added the ability to prevent editing of specific fields by designating which users have rights to edit restricted fields in a file.
- Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts and optionally includes unprocessed timer records.
- Dashboard – New dashboard on the Home page shows the user’s calendar, task list, and recap of hours.
- Outlook Plug-in – Added a new Attach PM Document button to the Outlook Plug-in toolbar that makes it easy to attach PracticeMaster documents while composing email in Outlook.
General Ledger
- New Statement of Cash Flows Report – Added a new Statement of Cash Flows Report that shows how changes in Balance Sheet and Income Statement accounts affect the firm’s cash flow.
- New Advanced Client Costs Report – Added a new Advanced Client Costs Report that makes it easier to reconcile advanced client costs between Tabs3, Accounts Payable (APS), and General Ledger (GLS).
Accounts Payable
- Designate Vendors and Bank Accounts as Inactive – Added the ability to designate vendors and bank accounts as inactive.
- New EFT Transaction Type – Added a new Transaction Type of EFT, making it easy to record invoices that were paid electronically.
- Print Checks – The Select Invoices to Print feature now displays the number of invoices selected and total amount to pay. Added a Tabs3 column that shows if the invoice is paid, unpaid, or not associated to a Tabs3 cost. Added the ability to exclude invoices with unpaid Tabs3 cost transactions.
- Check Register & Report Improvements – The Tabs3 section of the reports has been enhanced to include the Tabs3 Tcode number, Transaction Type (“E” for Expense or “A” for Advance), and Payment Status (Paid or Unpaid), thus making it easier to reconcile Advanced Client Costs.
Trust Accounting
- Designate Bank Accounts as Inactive – Added the ability to designate a bank account as inactive.
Tabs3 Connect
- Recap of Hours – New graphical Recap of Hours with daily, weekly, and monthly options that shows billable and non-billable hours and amounts.
- Fee Entry – Added the Timekeeper field making it easy to add fees for other timekeepers. Added the Bill Code field making it easy to override the default billable or printable status.
For in-depth information on all of the new Version 19 features, including screenshots, see the What’s New List or Knowledge Base Article R11744, “Version 19 Introduction to New Features.” A list with links to all Version 19 information can be found in R11746, “Version 19 Information and Resources.”
To download Version 19, select Check for Updates from the Help menu, visit Tabs3.com/support/update/v19upd.html, or contact your local consultant.
If you have any questions about the update, please contact your consultant, or contact Technical Support at (402) 419-2210.
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.
Knowledge Base Article R11778, “Customizing Fonts and Colors in Tabs3 Software,” discusses customizing the appearance in Tabs3 and PracticeMaster programs, customizing the printed output, and some common questions and answers. Included in this article is more information on the new Theme Settings, form designer changes, how to manually change the font, and how Windows personalization settings affect the color and font size in Tabs3 and PracticeMaster software.
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.
We wanted you to know that our family of products has grown – we recently acquired CosmoLex! CosmoLex is a leading provider of cloud legal practice management, billing, and accounting software.
Our three product lines together – Tabs3, Kurent, and CosmoLex – now serve over 100,000 legal professionals in the United States and Canada. By adding CosmoLex to our Kurent and Tabs3 product lines, we now have the most complete offering of billing, financial, and practice management software for solo to midsized law firms; whether you want a desktop or cloud solution.
The following products are now offered by Tabs3 Software:
Want to learn more about what CosmoLex can do for you? Check out this CosmoLex overview video!
As a Tabs3 client this news does not affect you unless you are interested in a cloud product. If you are, please email sales@tabs3.com for more information about Kurent and CosmoLex. For more information on this exciting news, check out our CosmoLex Press Release.
I’ve created several custom fields in my Calendar and Contact files (e.g., Docket No.). Is there a way I can get the new fields to sync over to Outlook?
PracticeMaster has the ability to customize which fields synchronize with Outlook. You can select which PracticeMaster field values to display in Outlook’s Subject or Description fields for Calendar records. When synchronizing contacts to Outlook, you can select which PracticeMaster fields to map to their corresponding Outlook fields. These features make it easy to display custom calendar and contact information from PracticeMaster in Outlook.
To specify which fields are displayed in the Subject field of Outlook Calendar records
- From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
- On the Calendar tab, in the Synchronization Options section, select the Customize what fields display in the Outlook subject check box.
- Click the Select Fields button.
- In the Available Fields column, double-click each field you want to include in the Subject field of the Outlook calendar records. This moves the field to the Display Fields column. Likewise, double-clicking a field in the Display Fields column moves the field back to the Available Fields column.
- In the Display Fields column, optionally change the order in which fields are displayed using the
(Move Up) and 
(Move Down) buttons. (Note: The Description field must be the first or last field in the Display Fields column.) - Click OK to close the Select Subject Fields window.
- Click OK.
To specify which fields are displayed in the Description field of Outlook Calendar records
- From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
- On the Calendar tab, in the Synchronization Options section, select the Customize what fields display in the Outlook description check box.
- Click the Select Fields button.
- In the Available Fields column, double-click each field you want to include in the Description field in the Outlook calendar records. This moves the field to the Display Fields column. Likewise, double-clicking a field in the Display Fields column moves the field back to the Available Fields column.
- In the Display Fields column, optionally change the order in which fields are displayed using the (Move Up) and (Move Down) buttons.
- Click OK.
- Click OK.
To specify which fields are displayed for Outlook contacts
- From the PracticeMaster Maintenance menu, point to Integration and select Outlook Synchronization.
- On the Contact tab, in the Synchronization Options section, click the Field Mapping button.
- In the Outlook fields column, select the desired field.
- In the PracticeMaster Fields column, double-click the highlighted space or field and select the PracticeMaster field you want to be shown in the selected Outlook field.
- Click OK to close the Outlook Contact Field Mapping window.
- Click OK.
Any changes to the field settings will trigger a Critical Synchronization. This process updates previously synchronized records to use the new settings.
Working with a lot of data can be time consuming. However, PracticeMaster makes it easy by allowing you to restrict the records shown based on criteria you specify using filters. This powerful feature allows you to deal with just those records that apply to your situation.
The Filtering Overview video demonstrates how to select and clear filters via Quick Clicks on the List tab of data entry windows, how to select and clear filters in the Graphical Calendar, using the Search box, creating a simple filter, and how to rearrange filters in the Quick Clicks pane.
Watch this three-and-a-half minute video here:
Taking advantage of PracticeMaster filters will greatly enhance your ability to quickly and easily find exactly what you need.
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 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!
Tabs3 and PracticeMaster provide two lists of keyboard shortcuts and keystrokes to help speed up your data entry. These can each be found via Help in any of our software by pressing F1 and then entering “keyboard shortcuts” and “keystrokes” on the Index tab. We recommend printing these lists out as a reference until you get used to the ones you need most.
Going between keyboard and mouse to access everyday tasks may not seem very time consuming, but the time it takes for those extra clicks can add up. Check out which keyboard shortcuts and keystrokes will save you time today!
