Did you know that you can now run your Accounts Receivable Reports for historical data? We recently added an option to the Detail and Summary Accounts Receivable Reports for Version 19 Platinum systems that will print accounts receivable balances as of a specific date. This option calculates the A/R based on records present in Tabs3, effectively showing what the A/R would have been on the given date.
To run a historic Accounts Receivable Report
Note: Although the calculated A/R will be correct based on records currently in the software, it is possible that it may not match an A/R Report run on the original date if any transactions have since been deleted, statements unbilled, payments reversed, or any write offs reversed.
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.
Making sure your data is secure is top priority. To help you with this, we have a resource that has everything you need in one place. Knowledge Base Article R11717, “Security Resources,” provides a list of articles related to security broken down into the following categories:
In this article, you can find links to information regarding user rights in the Tabs3 software, maintaining ethical walls in the software, using Platinum data encryption, emailing Tabs3 statements, Windows security warnings, and much 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.
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19!
The Data File Integrity Check window has been updated to include information on the last completed integrity check and provides a link to the last report with errors. You can optionally run a Full Scan or a Limited Scan (previously Read Only). The Full Scan requires exclusive access to the program, providing a complete check of your data and automatically fixing certain errors. The Limited Scan can be run while other users are in the software; however, it is typically slower to complete, may not report all errors, and cannot automatically correct any issues that it identifies.
Faster Processing Time
In the Platinum version of the software, the Tabs3 Billing and PracticeMaster DFIC is now processed at the server using the Platinum accelerators. This reduces network traffic as well as the time it takes to complete.
When errors are encountered, a PDF of the Data File Integrity Check Error Report is automatically created and stored in the Current Working Directory. The software will maintain the last five reports for each program. The latest report can be accessed from the Data File Integrity Check window, and all five can be accessed from the Support Log (View | Log Files | Support Log). The DFIC Report has been enhanced to be easier to read, and includes information about how long the report took to complete and what options were used. See KB Article R11796, “Data File Integrity Check Error Reports” for additional information about what is included on these updated reports.
You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log in to Tabs3 Connect, and have the amount in a matter of seconds!
With Tabs3 Connect, you can use the Matter Manager to see exactly how much your client owes. Matter Manager’s Billing Summary provides client-specific information that includes the current amount due, work-in-process fees and costs, aged balances, and more. Make sure you’re not fumbling for a figure, or having to call the office. Accessing Tabs3 Connect is quick, easy, and secure!
For more information on Tabs3 Connect, contact your consultant, contact Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
A WorkFlow can be set up to create a People record every time a contact is added with a Category of Witness. When a People record is created, it requires a Client ID be selected for it to proceed. Once the Client ID is selected, the record can be created and saved automatically or be left open for additional information to be added before saving the record.
To automatically create a People record based on a Witness Contact Category
You now have a WorkFlow that will automatically create a People record for you when a contact is added as a Witness.
Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!
In Version 19 we added the ability to include a ProPay payment link in your email statements. This provides a secure way for your clients to pay with a credit card when they check their email and see they owe your firm money. Once a payment is made online, import the payment into Tabs3 Billing, and you’re done!
The Getting Paid Using Online Payments video shows you an email statement template that includes a ProPay link, the ProPay payment portal, and then shows you how to import payments made via ProPay links into Tabs3. It’s never been easier to get paid!
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.
In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files!
The Change Client ID feature can be used for one record, or multiple selected records. Additionally, you have the option to update the rate based on the selected client, which will automatically recalculate the amount of the transaction(s). The Change Client ID features can be accessed via the following:
When you change the Client ID of a record that has been processed into a fee, the linked fee’s Client ID will also be changed.
There are multiple ways to handle a credit to a client, depending on the situation. However, for this scenario, adding a credit entry is the easiest way to refund the client. This is because credits are handled differently in Version 19. A credit can be issued to a client at any time, even if the fee or cost has already been paid by the client. Once the credit has been final billed and updated, it is applied toward the original cost. Any payment(s) that went toward the cost will be unallocated and reallocated during the update statements process.
To add a credit for a cost
For more information on best practices for crediting clients, including notes regarding how credits affect integration with General Ledger Software (GLS) and Accounts Payable Software (APS), refer to Knowledge Base Article R11760, “Best Practices When Applying Credits.”
When using the tabbed interface (View | Theme Settings), you can open multiple tab groups in order to display information side by side in the main application window. Tab groups can be opened either vertically or horizontally.
To open multiple tab groups
Alternatively, you can drag a tab to the far right or bottom to create a new tab group.
When you are done with your comparison, you can close the tab or drag it back to the original tab group to return to your previous display mode.
There are a few options for resending email statements when this happens:
To resend the statements through Tabs3 Billing, they must first be undone, and then regenerated as final statements again. Once final statements are generated and updated, you can go back to the Email Statements window to resend the statements.
To undo multiple updated statements
Statement comments are generally used when you want information to be seen internally but you do not want the client to see them, and can be added to fee, cost, payment, and client funds transactions. Statement comments will be displayed in the description field in red text. When printing/previewing reports and draft statements, the statement comment will be displayed with a strikethrough character. When printing a final statement, the statement comment will not be displayed at all.
Highlighted text in the Description field for a fee, cost, payment, or client funds transaction can be specified as a statement comment using any of the following methods:
In Tabs3 Customization, there are timer options that allow you to set minimum hours and an amount by which to increment when you go past the minimum.
If the timer amount is less than the specified Minimum, the software will round up to the minimum increment specified. For example, if the Minimum specified is .25 (15 minutes), and the task is six minutes, it will be rounded up to 15 minutes.
The Increment setting allows you to specify the portion of an hour you want to round up to. For example, if the Increment specified is .25 and the task is 18 minutes, it will be rounded up to 30 minutes.
To set the timer options to round up time in 15 minute increments
Aside from the fee or cost belonging to a secure client, this message is also displayed when the user running the report is assigned specific timekeepers, and the particular fee or cost is for a timekeeper to which the user is not assigned.
When a user is assigned specific timekeepers, they can only view records for the timekeepers that they are assigned. If a user is needing to run the Conflict of Interest Search or other firm wide reports for additional timekeepers, a user with Manager Access Rights can change their assigned timekeepers in System Configuration.
To change assigned timekeepers
For more information on how assigning Tabs3 Timekeepers affects report generation and other tasks, refer to Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers.”
The tabs shown in the Client file can be customized, including the option to show one tab for all journal records combined and/or individual journal pages.
To show a tab in the Client file for journaled emails
You will now see an Email tab in the Client file.
PracticeMaster’s Report Writer provides the option to skip a line if it is blank, thus keeping information together.
To specify a line be skipped if blank on a Report Writer report
Now your reports will not have a gap if a client does not have an Address Line 2.
Note: If another field is on the same line as the field you are skipping, and that field is skipped, the field on the same line will also be removed. For example, if the Birthday field is on the same line as Address Line 2, and Address Line 2 is set to be skipped if blank, then the Birthday field will not be displayed if Address Line 2 is blank.
The Document Search function has three Search Options that can help by making the search less precise. The more literal a search is, the more things like misspellings can be missed.
The three Search Options in the Document Search are as follows:
Using any of these options can help to increase your search to find words and phrases that you may have been missing!
The Document Type program can be used to add, edit, or delete document types. All new Document Types will be available in the Document Management program for immediate use.
To add a Document Type
Now any Document Types you create will be available to select when working with document management records.