Beginning with Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay for electronic processing of payments, client funds deposits, and trust deposits. LawPay supports both credit and debit cards in Tabs3 Billing and TAS, as well as electronic fund transfers (eChecks) from checking or savings accounts in Tabs3 Billing.
Tabs3 Billing allows you to manage the client’s payment methods from either the LawPay tab of the Client file or from the Payment/Client Funds Entry windows. TAS allows you to manage your LawPay payment methods from the Trust Transaction Entry window. You can add or remove payment methods as well as update the email address for each payment method. When an email address is present, the client will automatically be emailed a receipt each time that payment method is used.
Once you have enabled LawPay in Tabs3 Billing, you can include a LawPay payment link in the statements you email to your clients. This allows clients to pay their statement with a credit card or eCheck without anyone at the firm handling sensitive payment information. Once a client has paid their bill via LawPay, you can import the payment into Tabs3 via the Import Online Payments program (Maintenance | Integration | Import Online Payments). See Knowledge Base Article R11767, “Using the Tabs3 Payment Link,” for more information regarding setting up payment links and importing payments. For more information on LawPay integration, see Knowledge Base Articles R11828, “LawPay Integration Frequently Asked Questions,” and R11826, “Configuring LawPay Integration with Tabs3 Software.”
Did you know that you can add your letterhead to statements via the Tabs3 Billing software? If you have an image file of your firm’s letterhead, Statement Designer can insert .png, .jpg, and .bmp files into the header and/or footer of a statement page layout. Alternatively, you can add a .bmp image via Print Setup. These options mean that statements can be printed with your firm’s letterhead on any paper.
Knowledge Base Article R11829, “Adding a Letterhead Image to Tabs3 Billing Statements,” provides information about adding a header image to your Tabs3 Billing statements via Statement Designer or Print Setup.
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.
Every time you open a new matter, what other tasks do you need accomplished? Many items on your to-do list are likely predictable and repetitive. There are people to email, documents to collect, records to update, and the list goes on. Although PracticeMaster can’t do everything on your to-do list, WorkFlows automate many tasks so that you can spend more of your time on the things that need your personal attention.
PracticeMaster WorkFlows react to tasks or activities and start a chain of events that you define in advance. For example, every time you schedule a client meeting, you can use a WorkFlow to assemble an email to the client with meeting details and directions to your office.
You can use WorkFlows to help make sure your office procedures are always followed. For example, if it is your policy that internal meetings are not billed to a client, set up a WorkFlow that will display a popup message when an employee converts an internal meeting to a fee: “You have billed for an internal meeting. Please confirm this is correct.”
WorkFlows can help you keep clients and colleagues informed. When an important milestone in a matter is reached, such as a deposition or court date is set, a WorkFlow can make sure you email all staff and clients involved to let them know. It can also schedule the next calendar milestone, update fields in a file, such as date last contacted or a change to the status, and more. If you use PracticeMaster Platinum, WorkFlows can also send eNotes (with linked PracticeMaster records) around the office to keep everyone on the same page.
WorkFlows are highly customizable and nearly limitless. Each WorkFlow can launch up to 10 activities, including adding or changing records, processing calendar plan templates, running reports, starting a backup, and more. WorkFlows can also create the scenario(s) that will launch additional WorkFlows. WorkFlows can be automatic, with or without confirming that the WorkFlow will launch. You also have the option to set up a user activated WorkFlow that launches when you manually activate it.
Other examples of WorkFlows:
For more information and ideas on WorkFlows that you can use in your office (including instructions for setting them up), check out article R11307, “All About WorkFlows,” in our Knowledge Base.
Whether you’ve just upgraded to Platinum, or you’ve had Platinum for a while and just haven’t started using Tabs3 Connect yet, one of your first questions may be how to set up Tabs3 Connect.
To get started, Tabs3 Connect is first enabled at the firm level (Platinum | Tabs3 Connect Administration), and then individually for each user via System Configuration. With Tabs3 Connect, you can specify which users can access Tabs3 on their internet-enabled device. If not everyone in the office needs to use Tabs3 Connect, you can provide access to only those users who do.
To enable Tabs3 Connect for a user
Once Tabs3 Connect has been set up in System Configuration, open your browser and log on to Tabs3Connect.com to start using it immediately! You’ll wonder how you ever worked without it.
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.”
If you haven’t updated to Version 2020 yet, you are missing out on some great new features! The following features are only some of the enhancements we made for this version:
APS Bank Balances
For in-depth information on all of the new Version 2020 features, including screenshots, refer to Knowledge Base Article R11812, “Version 2020 Introduction to New Features.” A list with links to all Version 2020 information can be found in R11814, “Version 2020 Information and Resources.”
To download Version 2020, select Check for Updates from the Help menu, visit Tabs3.com/update, or contact your local consultant.
If you have any questions about the update, please contact your consultant, or contact Technical Support at (402) 419-2210.
When a timekeeper’s rate changes, it can be tricky to make sure that all fees are entered correctly before and after the change. Tabs3 takes the stress out by providing the ability to change rates automatically based on the date of the fee.
The Effective Date of New Rates field in the Timekeeper file can be used to automatically switch to a new rate as of a specific date. Fees dated prior to the specified date will use the previous rate, whereas fees dated on or after the specified date will use the new rate. The How Can I Change the Rate for Future Billing video walks you through this process and provides an example of how it works.
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.
Want to be able to quickly tell if the software is up to date? Beginning in Version 2020, when an update to the software is available, a badge is shown on the Check for Updates icon in the Quick Launch pane. This option is available for users who have rights to check for software updates.
Additionally, a notification banner is displayed on the Home Page when an update has been available for 15 or more days. For additional information about updates, see Knowledge Base Article R11804, “Keeping Tabs3 Software Up To Date.”
We recommend setting aside one timekeeper number for former employees. You can then renumber old timekeepers into the timekeeper you set aside. This merges all of the data into one single timekeeper and frees up timekeeper numbers for new employees.
Caution: It is important to back up your data prior to running this program. If this program is interrupted for any reason, it will be necessary to restore your data files and rerun this program. You will be given the opportunity to make a temporary backup immediately after selecting this program.
To renumber timekeepers
All of the transactions that were entered under the old timekeeper numbers will now be shown under the new timekeeper number.
Fee Rate Tables can be configured on one client but then shared out to many others. Changing the Fee Rate Table on the initial client changes all the Fee Rate Tables that are sharing it, which may not be desired. To see a list of Fee Rate Tables, and to see who is using a Shared Fee Rate Table, we can run the Client Rate Report.
To run the Client Rate Report for Fee Rate Tables
From the preview window, click the Search button, enter the Client ID that initially set up the Fee Rate Table into the Find field, and then click Next. Any clients using that Fee Rate Table will display “Shared Fee Rate Table with Client <Client ID>.”
When setting up a split bill, each matter has a setting to display the pre-split values on the statement, as well as an optional split-billing summary.
To show pre-split values for a split billing client
The statement will now include the pre-split values.
In System Configuration, you can assign timekeepers to a User ID, thus restricting access to information for other timekeepers in Tabs3 Billing, PracticeMaster, and Tabs3 Connect. The “Insufficient Timekeeper Rights” message indicates that there is a result associated with a timekeeper for which the user does not have access rights. The result will be listed because it matched the search criteria, but the user cannot see any additional information unless they are assigned that timekeeper.
If this user needs to have rights to additional timekeepers, a user with Manager access rights must make the change.
To assign timekeepers to a user
Alternatively, if timekeeper restrictions are not needed, you can clear the Assign Tabs3/PracticeMaster Timekeepers check box.
You can use the Export Email as Outlook Msg option to open the Export Email Message window. This will export the selected email messages as a .MSG file to a specified location. The .MSG file will be created with all current attachments.
To export a journaled email to an .MSG file
The .msg files will be saved to the specified folder using a “yyyymmdd_subject.msg” naming method, where yyyymmdd is the date of the email and subject is the text from the subject field of the message.
You can specify the number of days before a document is considered overdue, and then show an overdue document list when users with overdue documents log into PracticeMaster.
To specify overdue document settings
PracticeMaster has the ability to automate some functions through startup options, and rebuilding the Conflict of Interest (COI) is one of them. Additionally, when run as a startup option, the rebuild can be run even when other users are in the software. Windows Task Scheduler can be automatically set up to run this function at a certain time. When running the COI via Windows Task Scheduler, we recommend creating a new access profile that only has access to the COI, and then creating a new user to which this access profile is assigned. This is because using this method requires that a password not be set for the User ID, which can cause security issues. Only allowing the user to access the specific function can reduce risk.
Once a user has been created, and the appropriate access profile assigned to it, you can create a special shortcut on your desktop that can be run via Windows Task Scheduler, or on demand by simply double clicking the shortcut.
To create a special desktop icon
Additional information, including steps to create a new user and access profile, can be found in R11034, “Automating Tabs3 and PracticeMaster Maintenance Tasks.”
PracticeMaster includes an optional SnapShot view that displays certain information in an easy to view format. The SnapShot can be positioned either at the right or bottom of the file.
To enable the SnapShot in the Client file
Note: The SnapShot is available in all PracticeMaster files (e.g., Fee, Journal, Document Management, etc.).
The font for the Daily, Weekly, and Monthly calendars can be adjusted from within Calendar Properties.
To change the font on the Graphical Calendar