Besides the many reports included in Tabs3 and PracticeMaster software, you have several options for creating your own custom reports.
PracticeMaster comes with several built-in reports that will provide insight into the details of your clients, appointments, to-do lists, and pending assignments (e.g., calendar reports, client reports, and task lists). One of PracticeMaster’s most powerful features is a comprehensive Report Writer with the ability to create customized reports based on any information stored in PracticeMaster. You can create basic or complex reports using the Report Wizard or the Report Writer Editor. Furthermore, PracticeMaster comes with a collection of pre-defined reports that can be customized as needed.
Haven’t purchased a license of PracticeMaster yet? Not a problem! You can access the Report Writer using the free license of PracticeMaster that comes with Tabs3.
Output to Excel
Information from Tabs3 Software can be copied to or printed to Microsoft® Excel. This allows you to rearrange columns as needed, or compile data from several areas into one workbook.
For more information on Output to Excel, including a list of reports optimized for Excel output, refer to Knowledge Base Article R11280, “All About Outputting Tabs3 and PracticeMaster Data to Excel.”
Tabs3 Report Writer
Right out of the box, Tabs3 is equipped with more than 50 reports. However, if you need a report that is not already available in Tabs3, consider purchasing a license of Tabs3 Custom Report Writer. The Tabs3 Report Writer allows users of Tabs3 Billing Software to define and print reports and forms based on information in Tabs3. Reports can be saved in a report format or various file formats including fixed or variable length field format, Microsoft Word mail-merge format, WordPerfect merge format, and more. The Forms Writer portion of the software is ideal for printing mailing labels, client file labels, and much more.
For more information on Tabs3 Report Writer, refer to Knowledge Base Article R10394, “Tabs3 Billing Custom Report Writer Product Information.”
GLS Report Writer
Tabs3 General Ledger Software (GLS) automatically includes necessary financial reports such as General Ledger, Trial Balance, Balance Sheet, Income Statement, Statement of Cash Flows, Budget Report, and more. However, if you need a report that is not already in GLS, consider purchasing a license of General Ledger Custom Report Writer. Tabs3 General Ledger Custom Report Writer is a program that interfaces with GLS. It allows users of GLS to define and print customized reports based on user defined formulas. Easily create and modify reports such as Current Ratio, Working Capital, Return on Owner’s Equity Ratio, Current Liability, and more. Balances from any balance sheet account (both detail and total accounts) can be used in formulas. Budget Figures, as well as Month-to-Date, Quarter-to-Date, and Year-to-Date balances from income statement accounts (both detail and total accounts) can also be used.
For more information on General Ledger Report Writer, refer to Knowledge Base Article R10395, “Tabs3 General Ledger Custom Report Writer Product Information.”
Data files for the Tabs3 Software are ODBC capable. Purchasing a license of the ODBC Driver lets you export data from Tabs3 Billing software, PracticeMaster, and Tabs3 Financial software using various third-party ODBC compliant applications such as Crystal Reports® Pro Report Writer, Microsoft Access, Microsoft Excel, and Microsoft Query. The ODBC driver is written by FairCom Corporation, the manufacturer of the c-tree file storage method used by Tabs3 Software.
For accelerated server-side ODBC performance, consider upgrading to the Platinum SQL edition of Tabs3. Platinum SQL provides detailed access rights for ODBC users and a license of the ODBC driver for each user. For example, one user can have rights to the Tabs3 Billing data files without having access rights to the Tabs3 General Ledger data files. Both 32-bit and 64-bit versions of the SQL ODBC driver are included with the Platinum SQL software.
For more information or to purchase a license of PracticeMaster, Tabs3 Report Writer, GLS Report Writer, or an ODBC driver, contact your consultant or Sales at (402) 419-2200.
Want to make sure you are in the know about everything related to the Version 2020 Release?
Knowledge Base Article R11814, “Version 2020 Information and Resources,” provides a list of articles that have been added to the Knowledge Base regarding Version 2020. This includes basic articles such as the What’s New List, conversion information, and the introduction to new features. Additionally, you can quickly access detailed articles to learn all about great new features, such as LawPay and Positive Pay.
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.
Beginning in Version 2020, you can now select whether you want the Newsletter Reminder window to pop up each month or not! Once you have updated to Version 20.1.5 or later, the Newsletter Delivery Options window will be displayed when logging in. You can select to either subscribe to the Email Newsletter, or to have the Newsletter Reminder window continue to open after the 14th of each month.
You can always change your mind later. Newsletter Delivery Options can be accessed via the Delivery Options button on the Newsletter Reminder window as well as via the Help | Internet Resources | Newsletter Delivery Options menu.
Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues.
For example, if you are updating statements and you lose network connectivity in the middle of the update, without Platinum you would have to restore your data and potentially lose many hours of work. Not so with Auto-Recovery! Auto-Recovery monitors the software. When it recognizes a transaction has not completed properly, it rolls back the database to its previous state before the database transaction began.
In the case of Update Statements being interrupted, Auto-Recovery means that if the interruption occurs during the update to client 1240.00’s statement, then all statements prior to client 1240.00 will remain updated, while client 1240.00 will be “rolled back” to the state before you started Update Statements. You will simply receive a message indicating that Update Statements needs to be run again.
This is a powerful feature that can save your firm time and money. Power failures, computer crashes, and network failures can occur on even the best networks. Auto-Recovery helps greatly reduce the impact of these issues.
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.
Thinking about purchasing a license for our Trust Accounting, Accounts Payable, and/or General Ledger software, but not sure what they offer? Take a quick tour!
The Tabs3 Financials Overview video walks you through the highlights of our financial software. Learn more about how you can easily manage trust accounts, get financial statements, write checks, reconcile bank statements, and print 1099’s in one seamlessly integrated software suite!
Watch this four-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.
We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard! When you update to Version 20.1.7 or later, you can quickly run this report for the bank account’s last reconciliation by clicking the 3-Way Rec link.
Note: The text “No reconciliation history” will be displayed if no reconciliation records exist for the account.
The Fee Verification List, if enabled and not deleted since the change, is perfect for this scenario. If the Create List for Fees check box is selected in Customization (Utilities | Customization | Main tab), you can view a verification list of the fee transactions that you added, changed, deleted, or imported.
To access the Fee Verification List
You can scroll down to the Changed Entries section of this report to see a list of all fee transactions that you have made changes to. Each transaction displays the New and Old information. You can optionally click the Search button to search for individual client.
Once you’ve located an entry that was changed, you can click on the description of the entry to quickly drill down and edit the information.
Note: If you do not have the Fee Verification List enabled, or if it has been deleted since the changes, you may still be able to find this information if PracticeMaster is installed. PracticeMaster has a History Tracking feature that, if enabled, allows you to see changes made to the original transaction.
The Fee Compensation Rules Report, like most reports, can be run for various ranges, including by Primary Timekeeper.
To run the Fee Compensation Rules Report for a specific Primary Timekeeper
Provided the Track History check box for the field is selected in File Maintenance, and History Tracking is enabled in Customization, you can see what has changed for the record, as well as the user who made the change. By default, the Addr_No field in the Contact file is configured for history tracking.
To view the history tracking of a contact
In the Field Name column, “Addr_No” will have one or more values in the Old Value and New Value columns, with the user who changed the field listed in the User Name column.
The status of a deposit slip can be determined from within the Deposit Slip window.
To determine if a deposit slip has been reconciled
Note: If the deposit has been marked as cleared in the Reconciliation program, the Status field will show Cleared. Likewise, if a deposit is still outstanding, the Status field will show Outstanding.
Departments can be used as separate profit centers based on locations, timekeepers, or anything for which you want to print individual financial statements. Financial statements can be printed for individual departments or combined ranges of departments. Departments must first be set up, and then each account can be assigned the appropriate department.
To add a department
To assign a department to an account
When running a financial report, you can select a single department or range of departments on the Account tab, and/or select to run the report with a Report Order of Department on the Sort tab.
You do not have to enter a vendor for every business for which you want to print a check. A Miscellaneous Vendor can be set up and used to print checks for those entities for which you will only write one check. You will be allowed to enter a different name and address for each invoice or manual check that is entered for a Miscellaneous Vendor.
To create a Miscellaneous Vendor
When an invoice/manual check is entered for a Miscellaneous Vendor, the vendor name along with three address lines, city, state, and zip information is entered in the Address Details window of the Invoice/Manual Check file. This name and address information is saved along with the invoice or manual check entry; it is not saved in the vendor file.
This can be accomplished by using the Transfer Invoices function. This will allow you to move all of the invoices and checks from one vendor to the other, then you can delete the old vendor when you are finished.
To transfer all invoices and checks from one vendor to another
Combined trust transactions can consist of transactions from more than one trust account. If you need to void a combined trust transaction that consists of transactions from more than one trust account, you must leave the Trust ID field empty when voiding.
To void a combined trust transaction that consists of more than one trust account
Note: Because the Trust ID field is blank, if there are any other checks that exist with the same check number for this bank account, they will also be voided.
Situations where money isn’t truly leaving the bank account in question, but is just being moved between associated trust accounts, can be performed by entering EFTs to show the transfer process.
To enter an EFT to remove money from an account
You can now deposit the amount of the transfer into the desired trust account.