In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!
You can now do the following:
Note: The split payments will make individual journal entries in GLS that will be linked together and shown as one item on the Reconciliation and Deposit Slip Report.
To apply a payment to individual statements
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.
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:
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.
Our office will be closed on Monday, September 2nd, in recognition of Labor Day.
Here are some helpful Support resources that are available 24/7:
Just getting started with Tabs3 Connect, or simply want additional information? There are several resources to provide you with all of the tools you need to be in the know about Tabs3 Connect!
Read an overview on the top Tabs3 Connect features and access frequently asked questions at Tabs3.com/connect.
At only eight pages, the Tabs3 Connect Quick Guide is a quick but essential read when you want to know how to use Tabs3 Connect. The Tabs3 Connect Quick Guide provides information on getting started, logging in to Tabs3 Connect, the difference between the full site and phone site, accessing and entering data, and logging out. The Tabs3 Connect Quick Guide can be accessed via Knowledge Base Article R11500, “Tabs3 Connect Quick Guide.”
In addition to the Tabs3 Connect Quick Guide, the Knowledge Base also provides the following articles about Tabs3 Connect:
For more information on Tabs3 Connect, contact your consultant, or contact Technical Support at (402) 419-2210.
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.
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 timekeepers 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.
Each individual user can enable or disable text macros for their User ID.
To disable Text Macros, right-click in a rich text field (e.g., Fee Description, Client Notes, etc.), and select Auto Text Expansion. When macros are turned on, a check mark is displayed next to this option. Alternatively, when macros are turned off, there is no check mark. When turned off, text will no longer be automatically expanded based on the Text Macro file.
You can also temporarily disable or enable a Text Macros while typing. Press Ctrl+Spacebar after entering a Macro ID to prevent the automatic text macro expansion if macros are turned on, or vice versa. This option allows you to take advantage of text macros only when it’s most convenient to you.
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
You can use the Undo Split Billing utility to undo a split. Once undone, the Split Fee Options can be changed to Split both Hours and Amounts and the split can be performed again.
To Undo Split Billing
To make the split an even amount
Now you can process your split billing again and it will split the hours and amounts evenly between the two clients.
Miscellaneous Lines print on statements by default, but it is possible to remove them. When an asterisk (*) is entered in the first character position of the Miscellaneous Lines, information stored in those fields will not be included on the statement when generated for that client. Instead, a blank line will be shown on the statement below the Work Description.
To stop blank Miscellaneous Lines from printing on statements
Note: Miscellaneous lines will print on reports regardless of whether an asterisk is in the first character position of the Miscellaneous Lines.
This can be accomplished by saving a default report definition for the Generate Statements program.
To save a report definition for Generate Statements
The generate statements program will now default to a Thru date of the last day of the current reporting month.
I want to send an email to all the contacts that I select on the People tab of the client file. However, when I select Send Email from the Quick Clicks pane, the email is addressed to the Client Contact instead of the Matter Contact. Is there a way to send an email to these contacts via the People tab?
Changing the name of a field in File Maintenance will change to the association of the email address virtual field.
To change the V_Email field name on the People tab to Email_Address
You will now be able to select the Contacts on the people tab and use the Send Email function to generate a mass email to those Contacts.
All the fields in the Journal window, including custom ones, can be accessible when journaling emails from Outlook by clicking the Details button in the Journal window. Alternatively, each User can specify that the Details view is the default for every email they journal.
To always show Details view when journaling emails
A Priority of 0 – 9 can be specified for tasks, where 0 is the highest priority and 9 is the lowest priority. When multiple tasks have the same date, they will automatically be organized from high to low priority. Furthermore, tasks on the same date with the same priority will be organized by Start Time if one is entered.
To specify a Priority on a task
Note: The Priority field is not available on Event calendar entries.
In Version 19, you can now use the Change Client ID utility to change fee and cost records. This process also has the option to update the rate and amount fields for the transactions.
To use Change Client ID to change the client, rate, and amount on fees
QuickViews let you save a filter, column layout, and default sort together, thus allowing you to easily control how records are displayed on the List tab by turning the QuickView on/off.
To create a QuickView in the Client file
Now this QuickView will be available as a tab on the List tab, as well as in the QuickView section of the Quick Clicks pane. Simply click the QuickView tab and your filter and column layout will be applied.