If you haven’t tried out QuickViews yet, you haven’t unlocked PracticeMaster’s full potential! PracticeMaster QuickViews provide a powerful way of organizing and finding information in PracticeMaster using the List tab. QuickViews combine a filter, column layout, and an index (default sort) into a tab at the top of the List tab. When you change from one QuickView to another, you quickly change which records you see, the columns that are displayed, and the order in which records appear. QuickViews can also include Smart tabs at the bottom of the List tab to further sort records into groups based on the selected indexed field. For example, when using Smart tabs in the Client file, you can quickly get a list of all clients with tabs for each area of practice, timekeeper, location, and much more!
You can customize the colors used for QuickViews and Smart tabs. You can share QuickViews for all users as needed, or define them for yourself. Once created, you can select a QuickView at the top of the List tab, or via the Quick Clicks pane.
To add a QuickView
Unlimited QuickViews can be created for every file in PracticeMaster, providing the ability to easily view and manage your data in many different ways. The options to organize your data are nearly limitless. For information on QuickViews that are included when PracticeMaster is installed, see Knowledge Base Article R11607, “QuickViews Included in PracticeMaster.” Try out the QuickViews already included, or create your own and see how quickly you find that you can’t work without them!
QuickViews are available for both Platinum and multi-user versions of the software. QuickViews run faster in the Platinum version of PracticeMaster due to the acceleration of filtering and column sorting.
The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?
Knowledge Base Article R11793, “Reports Information & Resources,” provides a list of resources with information regarding reports in the Tabs3 and PracticeMaster software, making it easy to find what you are looking for. This article includes links to Knowledge Base Articles, Report Packs, Guides, and Videos. You can find information on comparing report information, report analyzation, specialty reports, and more!
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.
People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services.
Two reasons law firms decide to accept credit cards are because clients pay faster, which allows firms to spend less time collecting on past due bills and clients are more likely to pay their bill in full, which allows firms to reduce the amount they write off.
If you accept credit cards, there is no better way than with Tabs3. Credit card payments can be entered directly into Tabs3, or a link can be emailed to a client for them to pay online. When a client pays online, their payment information can be imported into Tabs3 so there is no double entry. When a credit card payment is entered directly into Tabs3, it is automatically processed and the funds are deposited into your existing bank account.
If you use Tabs3 Trust Accounting Software, you can have trust account payments deposited into a separate account from where processing fees are deducted. This integration takes the guesswork out of bank account reconciliation and helps you comply with many state bars’ rules regarding commingling funds.
We are partnered with ProPay, a TSYS company, to provide you with credit card processing that is better than ever.
If you’re interested in accepting credit cards, you can sign up in minutes at Tabs3.com/ProPay. If you have any questions regarding processing credit cards in Tabs3, contact your local consultant, or contact Technical Support at (402) 419-2210.
When determining the best Platinum license for your firm, whether you are looking into a first-time purchase or upgrading, you must take into consideration the required overhead connections that are necessary. But what exactly are overhead connections? We’re glad you asked!
When the Tabs3 and PracticeMaster software “talks” to the Platinum server across the network, it requires a “connection” to do so. While connections are required by the Platinum software, some connections can be enabled or disabled, and some are dependent upon how many users are in the software and what they are doing.
The following list provides a breakdown as to when connections are needed:
Licensing and pricing is based on a per connection basis. The Platinum Server is available in 8, 16, 32, 64, 128, 256, 512, and 1024 connections.
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your local consultant, or contact Technical Support at (402) 419-2210.
When linking is enabled on the PracticeMaster toolbar in Outlook, the email and the journal record in PracticeMaster are linked. This means that after you create a journal, calendar, or fee record from an email in Outlook, clicking the Journal, Calendar, or Fee button on the toolbar again will open the record you created in PracticeMaster instead of creating a new record. By default, linking is enabled.
When linking is disabled, clicking the Journal, Calendar, or Fee button will create a new record in PracticeMaster instead of opening an existing record. This allows you to create as many records as you need per email.
You can toggle Record Linking off and on for a single email by clicking the Linking On/Linking Off button on the PracticeMaster tab while viewing the email in Outlook.
However, keep in mind that when changing the Linking status, the default settings will determine what happens to the next email. Depending on your settings, turning Linking off may mean that the next email will also default to Linking Off, or it could automatically default back to Linking On.
To configure the default behavior for Record Linking
For more information regarding the Outlook Toolbar Plug-in, see Knowledge Base Article R11516, “Configuring the Outlook Toolbar Plug-in.”
We redesigned the Recap of Hours for Version 19, and included it on the new PracticeMaster Dashboard. Want to see how you can take advantage of this great feature?
The Recap of Hours can be displayed three different ways, and shows both billable and non-billable time, with the option of including unprocessed timer records in PracticeMaster. Check out the Recap of Hours video as it walks you through the new look, new features, and customization options.
Watch this two-minute video here
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
We added a couple of new features to the Print Checks process in Version 19!
When using the Print Checks program (Checks | Print Checks), if the Select Invoices to Print check box is selected on the Options tab, the number of invoices selected and the total amount to pay for all selected invoices are now displayed at the bottom of the Select Invoices window. Additionally, a Tabs3 column has been added that shows the Tabs3 cost status of Paid, Unpaid, or a dash, which indicates no linked cost transaction.
In the print checks program, you can also now select to Exclude Invoices with Unpaid Tabs3 Cost Transactions from the Options tab. When this option is selected, only invoices with the entire cost amount paid will be printed. This allows firms to opt not to pay invoices until a client pays them for the associated cost.
You can specify whether dates are shown in MM/DD/YYYY format, or spelled out. This setting is different depending on if you are using Statement Designer or not.
To specify the date be spelled out on statements that are not using Statement Designer
To specify the date be spelled out on statements using Statement Designer
The Contact ID field value is a unique value assigned to each contact. To make changes to the Contact ID field, you must use the Rename Contact utility.
To rename a contact
Note: If this contact is also a client, you may also want to manually correct the Name Search field in the Client file.
The Reassign User ID utility in System Configuration can combine all records associated to one User ID with another existing User ID.
To reassign a User ID
Note: Groups are not updated when reassigning a User ID. Make sure to update any groups to which the old User ID was part of.
There are several options you can customize when using spell check, including whether or not to ignore words typed in all caps. This option is turned on by default so acronyms such as ASAP are ignored; however, this option can easily be changed.
To include all-caps words in spell check
The Journal Report is a flexible and option-rich report that can be run by transaction date or by entry date.
To run the Journal Report by Entry Date
When printed with outstanding entries, the Reconciliation Report provides a calculation of the current balance for the account being reconciled as of the statement date of the reconciliation. This figure is calculated by subtracting any outstanding withdrawals and adding any outstanding deposits to the ending balance.
This calculation can be compared to the Current Balance on the Balance Sheet if the following are true:
If all of the above is true and the two numbers still do not match, it may be due to one or more of the following:
For more information, including steps to troubleshooting a difference between these two numbers, refer to Knowledge Base Article R11661, “GLS Reconciliation Troubleshooting.”
Recurring entries in APS can easily be placed on hold when necessary, allowing you to skip a month or more while posting other recurring entries as needed.
To place a recurring entry on hold
Invoices for this recurring entry will not be posted until the On Hold check box is cleared.
The Check Register has always had the option to show basic Tabs3 cost information. However, in Version 19 you can now also see the cost’s tcode, whether the cost was an advance or expense, and if it has been paid or not.
To run a Check Register with Tabs3 costs
Payees can be renamed using the Rename Payee utility. When renaming a payee, you can optionally modify all of the existing transactions in the software as well.
To rename a payee
Note: If the Payee will be included on a 1099 in the future, you must select the Modify existing transactions check box. If this check box is not selected, previously entered transactions will not be included in the payee’s 1099 information.
The software can be configured to print a duplicate stub for checks when using laser check forms. The duplicate stub will print on the bottom third of the Trust Check form.
To print a duplicate check stub
Note: Do not select this option if you print checks on a dot matrix printer.