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.
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 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.