PracticeMaster now directly integrates with NetDocuments cloud-based document management service! Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.
The following features are available with NetDocuments:
Download Version 19.1.12 or later to get all of the new NetDocuments features!
For more information on how NetDocuments integrates with PracticeMaster, see KB Article R11786, “NetDocuments Integration.”
As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 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 August and July.
Updating the software is as easy as one-two-three! Although each new version release includes several new features or improvements, we also include additional enhancements throughout the release cycle by posting interim release updates. Unlike the full version updates (e.g., Version 18 to Version 19), which require an increased time investment due to the data conversion, these interim updates are designed to be quick and easy to install with minimal or no down time for your office.
Most updates do not require you to run DFICs or back up the software.
Knowledge Base Article R11804, “Keeping Tabs3 Software Up To Date,” walks you through checking for updates, downloading an update, and installing an update. Make sure you’re up to date and not missing out on features you might use!
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.
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email email@example.com.
Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.
Transfer Fees and Costs
The ability to transfer fees and costs has long been available using the Transfer Transactions program. However, you can now transfer fee and cost transactions to a different matter directly from the Fee and Cost Entry windows using the new Transfer button. Any fees and costs that have not been final billed and/or updated can be transferred to another client. When transferring a fee or cost, you can optionally select to update the rate to use the new client’s rate, and then recalculate the amount.
Replicate Fees and Costs
In addition to the Transfer option, you can now replicate fees and costs using the Replicate button in the Fee and Cost Entry windows. Replicating fees and costs makes a copy of the transaction and saves it to the desired Client ID. Like the Transfer feature, when replicating a fee or cost, you can optionally select to update the rate to use the new client’s rate, and then recalculate the amount.
Our office will be closed at 4:00 p.m. Central Time on Wednesday, September 18 for a semiannual company meeting.
Here are some helpful Support resources that are available 24/7:
When you need to perform an exclusive task, such as running the Data File Integrity Check, it’s not always a simple task to get everyone out of the software. Phone calls you make and emails you send may not be answered or returned, so that leaves you running around the office to close the software on each computer. Resetting users isn’t recommended because resetting users while they are working in the software can cause corruption in the data. But there’s a better way! With Platinum, you can safely log off users at your computer via the Log Off Users utility.
The Platinum version of the software provides users with the opportunity to save their work and close the software themselves, or to be safely logged out automatically. When a Conflicting Activities window is displayed, you have the option to either Notify Users or Log Off Users.
Clicking the Notify Users button sends a message to be displayed on each user’s computer requesting they log out of the software in order for tasks to be completed. Once all users have logged out, the Conflicting Activities window is replaced with the window of the task you need to perform.
Alternatively, clicking the Log Off Users button first opens the Log Off Users window, allowing you to enter a reason for the log off and the number of minutes before users will be automatically logged off. Clicking the Yes button then sends a message that will be displayed on each user’s computer informing them how long they have to save their work before being safely logged off.
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.
To determine whether an email address is associated with a client or contact, PracticeMaster utilizes a cross-reference file that is updated each time you journal an email from Outlook into PracticeMaster. The cross-reference file tracks associations between a particular email address and the Client and/or Contact to whom an email to or from that address was saved. You can control this behavior using the settings for the Outlook Plug-in in PracticeMaster. When the PracticeMaster Outlook Plug-in is installed, there are a few options designed to simplify the process of journaling emails from Outlook. Two of those options determine whether the Client ID and Contact fields are automatically populated in the new journal record.
Note: The Client ID and Contact fields are handled separately in these scenarios (e.g., if the email address has a client but not a contact associated with it, then only the Client ID field will be prefilled).
In order to change these settings, you must uninstall the Outlook Plug-in, make your changes, and then reinstall the Outlook Plug-in for the changes to take effect.
To make changes to the prefill options for the Outlook Plug-in
There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient! In Tabs3 software, we include standard keyboard shortcuts like Ctrl+N to make a new record or Ctrl+S to save a record, as well as program specific commands such as Alt+Home to open the Home page or Ctrl+Q to open the Quick Launch. However, we also have amount calculation shortcuts, date shortcuts, text macros, description field specific shortcuts, a date/time stamp keystroke, and field action buttons.
The Tabs3 Billing Data Entry Shortcuts video shows you these shortcuts in action, providing examples of how to use them and where they can come in handy.
Watch this five-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.
As of Version 19, we are releasing additional enhancements throughout the release cycle by posting interim release updates instead of only when a brand new version is released. So how can you tell what features you’re missing out on? Because the software is regularly being updated with great new features, we have a new resource – Release Notes. Release Notes provide a list of changes in the software with the most recently released features at the top. Version 19 Release Notes can be accessed via the Help | What’s New menu option in the software as well as in the References section of Knowledge Base Article R11744, “Introduction to Version 19 Features.”
The timekeeper rates are different because the Statement Template being used has Calculated Rate selected for the Fee Recap’s rate. This means that the rate is being calculated as Amount/Hours = Rate for each timekeeper’s fees. This can result in odd amounts for rates if a write-up or write-down has been performed. However, you can change the Fee Recap to use the Transaction Rate instead of the Calculated Rate in order to show expected rates. Selecting the Transaction Rate option will show each rate that was entered for the fees on the statement instead of doing a calculation.
To change the Fee Recap to Transaction Rate
This can be accomplished by assigning these new transactions to a unique Cost Type. Cost Types can be used to group similar types of costs into one “category” of costs. Categorizing costs makes it possible to track billed and paid amounts by cost type. For example, you may want to assign all photocopy costs for the firm to one Cost Type and all long distance phone charges to another Cost Type.
Some reports, such as the Transaction File List, can be run for specific Cost Types by entering a Cost Type range on the Transaction tab, if available. Certain other reports, such as the Receipt Allocation Report, will automatically include Cost Type information. See the Tabs3 Billing Report Pack for more information on which reports include Cost Type information.
To add a new Cost Type
Once the new Cost Type is created, you can then assign it to transaction codes.
To assign a Cost Type to a transaction code
Note: Cost types are only available for Type 0 (normal) and Type 5 (miscellaneous) expense and advance transaction codes.
In Version 19, PracticeMaster introduced the ability to maintain your own group of favorite programs and reports. By default, a “My Reports” group was added to the My Actions tab of the Home page, which can be customized. If this group was deleted, you can add a new group.
To add a new group of reports
To customize an existing group of actions, such as My Reports
Note: Groups can also be added to Tabs3 Billing, General Ledger Software (GLS), Accounts Payable Software (APS), and Trust Accounting Software (TAS).
There are a couple of ways to get this information into Excel; you can create a Report Writer report and print it to a Microsoft Excel spreadsheet, or you can create a column layout in the Contact file and then copy the contents of the List tab into Microsoft Excel.
To create a Report Writer Report
When printing the report, make sure to select an Output To of File and save it as an Excel spreadsheet.
To create a column layout for your contacts
To copy a list of contacts from the Contact file into an excel spreadsheet
Tip: You can add a filter to the Contact file to only show specific contacts.
GLS has the ability to set an additional accounts order in your Chart of Accounts specifically for this purpose. This can be particularly useful when you need to subtotal accounts in more than one way.
To print reports using an alternate account order, you must first enable the use of an alternate account order. Once that is done, you can specify the alternate order in the Chart of Accounts.
To enable the use of an alternate account order
To set up an alternate account order
To switch back to Chart of Accounts Order, right-click in the Chart of Accounts and select View Alternate Account Order to remove the check mark.
To run reports using the alternate account order, select the Use Alternate Account Order check box on the Account tab of the desired report.
The firm name for GLS is stored in the Client Name field of the Edit GLS Client program.
To change the Client Name that prints at the top of all GLS reports
Now the new firm name will print on all of your GLS reports.
The Check Register has the option to include GLS journal entries created for each individual check.
To include GLS journal entries on the Check Register
There are two reports in Accounts Payable that we would suggest: Aged Unpaid Invoice Report and Cash Requirement Report.
The Aged Unpaid Invoice Report provides a list of outstanding invoices by aging period, allowing you to see what is due for each period.
The Cash Requirements Report provides a list of unpaid invoices sorted by Due Date along with a running bank account balance. This allows you to see how much would be in your bank account if you paid each invoice.
To print the Aged Unpaid Invoice Report
Note: When running the Aged Unpaid Invoice report, invoices are included in aging periods by comparing the Due Date of the invoices with the Report Date. You may want to consider changing the Report Date if you want to project future budgets.
To print a Cash Requirements Report
This can be accomplished by changing the Last Check Number Used field in the Bank Account file for the new bank account.
To change the Last Check Number Used
When entering a Check or EFT transaction, this message can be received if you enter a payee name that does not match the exact spelling in the Payee file. You can optionally click the drop-down arrow to the right of the Payee Name field and scroll down to determine if the Payee already exists using a different spelling. If so, the spelling can be corrected via the Rename Payee utility (Maintenance | Renumber | Rename Payee).
If the Payee does not exist, you can select the Add Payee check box to the right of the Payee Name field in Trust Transactions. When this check box is selected, the payee will be added to the Payee file upon saving the transaction. This allows you to add payees on the fly.
Note: If the payee requires an IRS Form 1099-MISC, the Federal ID and the 1099 Box information will need to be added using the Payee program (File | Open | Miscellaneous | Payee tab).