As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Billing Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
It’s important to the Tabs3 Team that you have the best possible experience with the software. To help make that possible, we are having our first ever Update Sale. When you purchase an update, you will receive up to a 40% discount on the cost of the update. This sale will only last through September, so don’t let the opportunity pass you by – reach out to your consultant or the Tabs3 Sales Team for details!
As an added benefit, when you purchase an update, you will receive twelve months of maintenance. Being on an active maintenance plan entitles you to unlimited technical support, software updates, and new versions.
If you have any questions regarding the discontinuation of support for Version 17, please contact your local consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
Previously published in July.
The Help | About window has more than just the serial number, software version, and copyright date. There’s also in-depth information about the program, workstation, and the network – and in Version 19, you can now quickly access the Current Working Directory by clicking the Open CWD button!
Although you don’t typically need to access the Help | About window very often, there is a wealth of information available such as the following:
- Serial Number and Version
- User ID logged in and whether they have Manager Rights
- Current Working Directory and Program Directory
- Platinum information
- Program specific information such as Active User Limit, integration settings, and restrictions
- Technical information about the workstation including disk space, memory, and processor
Knowledge Base Article R11758, “Information in the Help | About Window,” provides a list of information that can be found in the Help | About window broken down by section and program.
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.
Did you know that you can write all matters for a client up or down at the same time?
As of Version 19, when using the Write-Up/Write-Down Fees and Costs program (Statements | Statement Preparation | Write-Up/Write-Down Fees and Costs), an Include All Matters for this Client check box is now available.
Prior to billing, you can use the Write-Up/Write-Down program to write-down unbilled fees, costs, or hours for a client using a range of timekeepers, transaction codes, categories, and/or dates. When writing multiple transactions up or down, each affected transaction’s amount and/or hours is adjusted by an amount proportional to the total adjustment.
When this option is selected, the Write-Up or Write-Down will include transactions for all matters for the specified Client ID. All matters that begin with the same value left of the decimal with work-in-process will be included in the calculated client total based on the criteria selected in the Transaction Selection section.
I have a WorkFlow that runs every time anything is changed in a client record. Is there a way to set it up so the WorkFlow only runs when a specific field is changed?
WorkFlows can be configured to be run only when a specific field is changed. WorkFlows have the ability to be designed for very specific scenarios, such as when it’s difficult to remember a seldom used step or to correct errors in initial data entry (e.g., changing a client to be Inactive and having a message pop up to verify this is correct).
The Fields section of the WorkFlow Definition window can be used when a specific field needs to be the trigger for the WorkFlow.
- Any Field – When Any Field is selected, the WorkFlow will be triggered if any field is changed in the record. The Any Field selection is ideal in most cases to ensure the WorkFlow runs when a record is edited.
- Selected Fields – Using the Selected Fields option is ideal if you want to limit what changes could trigger the WorkFlow. It allows you to select certain fields so that the WorkFlow is triggered only if those fields are edited (e.g., only when the Name Search field is edited).
- Specific Field – The Specific Field option is designed to run a WorkFlow based on what the field was before or after a change to the record. For example, let’s say you want the WorkFlow to only trigger if a field is cleared. In this scenario, you’d select Specific Field, select the Value After field, and leave the value blank. That tells PracticeMaster to only run the WorkFlow if the field is blank after a user saves the record.
For more information on WorkFlows, refer to our PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
When you don’t add users on a regular basis, it can be nice to have a quick refresher on the available settings. The User Configuration video walks you through adding a new user and includes brief information on credentials, contact information, Access Profiles, and other configuration 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.
Did you know that you can configure Tabs3 Billing reports to start each sort on a new page? This means that you can give copies to individual tim
ekeepers without running reports more than once. Simply select the Start Each Sort on a New Page check box on the Sort tab of most reports.
Note: This option was made available for all reports in Version 19.
We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that?
If you have the Platinum version of the Tabs3 Billing Software, the Accounts Receivable by Timekeeper Report is an additional accounts receivable report that can be run for specific working timekeepers.
To run the Accounts Receivable by Working Timekeeper Report
- From the Reports menu, point to Accounts Receivable and select A/R by Timekeeper Report.
- On the Client tab, select a Client ID range or leave it blank to include all clients.
- On the Options tab:
- Select the Working Timekeeper.
- Select the appropriate Include Clients whose Timekeeper’s fees are more than XX days past due number of days.
- Select any other options as needed.
