Not all software companies are the same. There are many companies that release new versions of their software with minimal testing. Some companies may not even have a department that does formal testing of software enhancements, and instead rely on their customers to report any problems. Tabs3 and PracticeMaster software is different.   Read More...


KB Corner: How to Find It

May 2019    Tags:
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As a company, we take great pride in the documentation we provide for our software. We are very thorough in documenting how features work and how to troubleshoot when an issue arises. Because of this, there are multiple resources for finding information.   Read More...


Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect.   Read More...


When a document needs to be reviewed, how is it passed around the office? Is it printed and handed out, or maybe sent via email to everyone for commentary? There is an easier way – use eNotify to send everyone a link to the PracticeMaster record!   Read More...


My firm currently has an on-site Exchange Server that needs to be updated. Instead of replacing it, we're considering migrating to a Hosted Exchange server and possibly purchasing an Office 365 license. Does PracticeMaster integrate with these products? If so, does our IT need to do anything special for PracticeMaster when migrating to a hosted Exchange environment?   Read More...


Our office will be closed on Monday, May 27th, in recognition of Memorial Day.   Read More...


Have you customized the My Actions page on the Home tab yet? My Actions can be customized to only show the features you use the most, providing quick access to everything you use on a regular basis. If you’re not yet familiar with using or customizing My Actions, let us show you how easy it is!   Read More...


Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited.   Read More...


One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this?   Read More...


We want a report that shows the total fee receipts for each category from last year. Is there a report that will provide those figures?   Read More...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


We want some of our calendar codes to have a specific alarm time set. Is this possible?   Read More...


We used to maintain separate sets of books for our firm and its subsidiaries, but changed to one set of books a few years ago. However, now I need to run reports on one of the old subsidiaries and can’t remember how to do so. How can I access the older data to run my reports?   Read More...


I need to review one of our account’s monthly balances for the last two years. Can I do this without printing multiple reports?   Read More...


Occasionally, we write checks to pay for business expenses that we cannot bill to a client; however, the Tabs3 Cost Entry window is still shown when we save these invoices. Is there a way to suppress this window when I’m paying for something that will not be reimbursed?   Read More...


One of our attorneys wants to change the aging periods on the Detail Aged Unpaid Invoice Report. How can we accomplish this?   Read More...


Although we used to print out checks individually, we have recently started printing checks in batches using the Print Trust Checks program. However, the checks are not being printed in order by Trust Account. Can this be changed?   Read More...


Our accountant wants to add a password to our reconciliation report PDFs as an additional layer of security. Is it possible to have a password added automatically?   Read More...