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:
- Set up integration at the firm and user level. User-level NetDocuments integration includes features such as accessing NetDocuments from within PracticeMaster. Once firm-level integration is set up, client and matter information added or changed by a user is sent to NetDocuments regardless of whether they are configured to integrate with NetDocuments.
- PracticeMaster integrates at the repository level, so all of your repository’s cabinets are accessible from PracticeMaster.
- You can optionally include your NetDocuments repository when performing a conflict of interest search in PracticeMaster.
- Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.
- Optionally use the View NetDocuments Workspaces command from the Quick Clicks pane to open any NetDocuments workspaces that contain records for the selected client.
- When a NetDocuments record is selected in the Matter Manager or Client file, clicking Send Email from the Quick Clicks pane will include a link to the selected document in the email message.
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.
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 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:
- LawPay
- Tabs3 Billing – LawPay integration adds a new option for processing electronic payments and client funds deposits
- Trust Accounting Software (TAS) – LawPay integration adds a new option for processing electronic Trust deposits
- Dashboards
- Tabs3 Billing – displays Aged Accounts Receivable, Unbilled work, and graphs comparing the last two years of Cash Receipts and Billing History
- Accounts Payable Software (APS) – displays Unpaid Invoices, Unposted Checks and EFTs, and the total Paid this Month with shortcuts to Print Checks, Post Checks, and the Check Register report
- General Ledger Software (GLS) – displays an overview of your Bank Accounts and a list of Recent Bank Transactions
- Trust Accounting Software (TAS) – displays an overview of your Bank Accounts and a list of Recent Trust Transactions
- Positive Pay
- Positive Pay export from APS and TAS helps provide fraud protection
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 signup@tabs3.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 I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not?
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.
- Prefill Client ID/Contact fields – When this check box is selected, PracticeMaster looks for an existing association between the email address and a client or contact. If one is found, then the appropriate (Client ID or Contact) field is automatically populated in the new Journal record.
- Only prefill when single match is found – This check box adds additional refinement to the Prefill Client ID/Contact fields check box. When this check box is selected, PracticeMaster will leave the Client ID and/or Contact fields blank if it finds more than one client or contact associated with the email address. When this check box is cleared, if more than one match is found for an email address, then the most recent match is used.
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
- Close Outlook if it is currently running.
- From the PracticeMaster Maintenance menu, point to Integration and select Toolbar Plug-ins.
- On the Outlook tab, click the Uninstall Outlook Plug-in button. A message will be displayed indicating that the PracticeMaster toolbar has been uninstalled. Click OK to close the message.
- Select the option(s) you want to enable. (Note: These options must be configured separately for each user.)
- Click the Install Outlook Plug-in button. A message will be displayed indicating that the PracticeMaster toolbar has been installed. Click OK to close the message.
- Click OK to close the Toolbar Plug-ins window.
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.
