Attaching statements to emails one by one is time consuming. Save time by using the Tabs3 Email Statements program to send PDF statements without leaving the software!
With the Email Statements feature, you can automate your billing process by sending batches of statements with just a few clicks! Tabs3 will automatically generate an email message, attach the PDF statement, and send the email. There is no need to manually attach PDFs to emails and your clients will receive their statements faster, which means payments can be received faster.
Emails are streamlined and customizable. Email Templates (Statements | Statement Setup | Email Templates) can be created using a specific From Name and From Address, as well as CC and BCC Recipients. You can create custom messages that automatically include the client, balance due, a LawPay or ProPay payment link, and other information you want using a range of available fields. Simply enter the desired text and add the fields you want to populate. Once your template is set up, you can assign the template to a client’s Bill To Record, or to a group of clients through Change Client Options.
Clients can be set up to receive their statement via mail, email, or both. The option to password protect a client’s PDF file is also available to ensure that only the intended recipient can view the statement.
Once your client is set up to email statements, run your statements as you normally do. After running a final statement and printing any statements that must be sent through the mail, open the Email Statements window (Statements | Email Statements) to review all statements ready to be sent via email. All emails must be marked as Reviewed before they will be sent.
Need to add information to one client’s email for just this statement run? You can edit the email before sending the statement, without editing the template, by selecting the client in question and clicking the View/Edit Email button. When editing an email, you can also attach other files, such as reports, contracts, and other documents, to the email before it’s sent out.
Once you have reviewed emails and made any additions or changes, click the Send Reviewed button. The program will verify whether statements have been updated, and if they have not, you will be provided the option to update at this time. Once they have been updated, your emails will be sent to clients with the statement attached, followed by a confirmation window displaying how many statements were successfully sent.
Customized emails with attached statements can be sent to your clients quickly, securely, and with no additional cost to the firm. If you are not already set up for emailing statements, try it out and see how emailing statements can streamline your billing!
For more information on setting up and using the Email Statements feature, refer to Knowledge Base Article R11338, “Emailing Tabs3 Statements.”
Occasionally, it is necessary to generate a list of clients’ email addresses. This can be especially handy for mass mailings utilizing third-party communication systems.
Knowledge Base Article R11845, “Exporting Email Addresses from Tabs3 Software,” discusses options for creating a list of clients’ emails using Tabs3 or PracticeMaster. Typically these lists are exported to a Microsoft Excel spreadsheet or comma separated values file (.CSV). From there, you can use these lists to import your contacts into a Mail Merge in Microsoft Word or to a bulk email service such as MailChimp or Constant Contact.
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.
In Version 2020, we added the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction in Accounts Payable Software (APS)!
When attaching a file to an invoice, a copy of the file is saved to the APS Invoice folder in the Current Working Directory. Files can be viewed by clicking the link in the Invoice/Manual Check Entry window, or the attachment icon in the Unpaid Invoices List on the Dashboard.
To attach a file to an invoice
This feature was added in Version 188.8.131.524.
What is the best way to communicate and share records between users in PracticeMaster? Send an eNote! eNote is a blend of the best features of instant messaging and email to provide a remarkably easy-to-use tool that streamlines communication, facilitates workflow between users, and enhances your current case management procedures.
The eNote feature is available in the Platinum version of PracticeMaster, and allows you to communicate instantly. Not only can you send text, but you can also link PracticeMaster records to the eNote, providing quick access to the information you need. You can even send and receive eNotes while away from the office with Tabs3 Connect! You can easily reply to, forward, or dismiss eNotes, as well as add them to the Journal, Calendar, and Fee files.
Working on a project and don’t want to be disturbed? Select Do Not Disturb to minimize interruption. When Do Not Disturb is selected, the eNote window will remain minimized so that the user is not interrupted by eNotes. Select Away to let others know you are not at your desk. The sender will receive a message of the receiving user’s status, letting the sender know that the eNote may not be received right away.
You can specify how eNotes are shown upon arrival. Click the button to open the eNote Preferences window. Select to open the full eNote window (Pop up for new eNotes) or to show a balloon notification (Balloon for new eNotes). You can also select to Play sound for new eNotes using a sound file on your computer.
When sending an eNote that needs immediate attention, select the Urgent check box. Urgent eNotes will appear on top of the recipient’s Windows desktop, regardless of recipient’s selected status.
eNotes can be dismissed or deleted. Dismissed eNotes are removed from the eNote window, but available in the eNote List (File | eNote List). Only users with the Permanently Delete eNotes access right can delete their eNotes, thus leaving a record of correspondence. Click the (eNote List) button to open the eNote List, displaying a list of your eNotes. Filters in the eNote group of the Quick Clicks pane let you select whether you want to include all of your eNotes, your unread eNotes, your sent eNotes, or your received eNotes. If you have rights to Access All Users’ eNotes, you can also include all users’ eNotes, deleted eNotes, or a specific user’s eNotes.
For additional information on eNote, see Knowledge Base Article R11246, “PracticeMaster eNote Frequently Asked Questions.” If you have any questions regarding Platinum features, contact your local consultant, or contact Technical Support at (402) 419-2210.
Our office will be closed on Monday, May 25th, in recognition of Memorial Day.
Here are some helpful Support resources that are available 24/7:
If you are new to Accounts Payable, or haven’t added a vendor in a while, it can be helpful to have a refresher on what options and fields are available.
The Adding a Vendor video walks you through adding a vendor that you will pay on a regular basis, shows you how to work with Miscellaneous vendors, and includes helpful tips for choosing the right 1099 options.
Watch this three-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 print checks right from the Accounts Payable Software (APS) and Trust Accounting Software (TAS) Dashboards?
We’ve made it easier to quickly print checks when you need them.
The Change WIP Transaction feature provides the ability to change multiple work-in-process entries at once.
To change the bill code on multiple transactions
The Receipt Allocation report could be used to compare any time period.
To run the Receipt Allocation Report
This can be accomplished via the Dashboard, by running a Daily Report, or by filtering the Calendar file.
The Dashboard (File | Home Page | Dashboard) is the easiest solution, and automatically includes a My Tasks widget. The My Tasks widget includes all incomplete tasks assigned to you, and is broken down into several date-based sections, including a Due Today section. Each section can be expanded or collapsed, allowing you to quickly see the desired tasks.
Another option is to run a Daily Report. This report is flexible; it can be run for multiple dates or users and provides options to include events, tasks, overdue tasks, tasks with no due date, and more.
To run a Daily Report for today’s tasks
A filter can also be added to the Calendar file to only show your tasks with a due date of today. Filters can quickly be toggled on or off, providing an easy way to see data based on different criteria.
To set up a filter for tasks
Link text can be added to the Comments field in a Calendar record, or any memo field. Link text added to memo fields is clickable, provided it is in the correct format.
To make a link clickable, it must start with specific text such as “http:” or “https:” for websites, “\\” for UNC network paths, or “File:” to reference by a local file path. In order to include spaces in the file path, place the network path inside “<>“. For example: <\\NetworkName\ComputerName\My file name.pdf> or <File:Q:\Shared Files\Documents\Document Drafts_Folder>.
Alternatively, you can add one or more File or Web Page fields to the Calendar file. These field types allow you to add a clickable link to the record.
To add a File and/or Web Page field to the Calendar file
You can now add the new field to the Calendar file via Form Designer. Form Designer can be accessed while on the List tab of any file via Edit | Form Designer.
There are a couple options for excluding an account on the Balance Sheet – you can mark the account inactive or change the account’s Report Options.
Marking an account inactive is a good solution for accounts that no longer have any activity. Keep in mind that inactive accounts are shown in the Account Lookup when running reports, and if the account has a balance or journal entries in the period for which the report is run, it will still be shown on the report.
To mark an account inactive
Alternatively, if the account still has a balance or activity, and you still do not want it to be shown on the Balance Sheet, you can change the Report Options. Report Options can be set to not show an account on the Balance Sheet (or Income Statement). Keep in mind that regardless of whether this option is changed, report totals will still be affected by this account’s balance, provided the account falls within ranges for other options selected for the report when printed. Additionally, the account may still be included on other reports.
To change an account’s Report Options
Run the Balance Sheet again to verify that the account no longer appears on the report.
Recurring entries can easily be copied in order to make a new one.
To copy a recurring entry
Unposted EFTs cannot be voided. Instead, the EFT invoice can simply be deleted. If the EFT was posted, you could then void it using the Void Posted Checks/EFTs utility.
To delete an unposted EFT
Note: If you need to have a paper trail, consider posting the EFT and then using the Void Posted Checks/EFTs utility.
The GLS amounts and APS invoice amounts can be forced to match by changing a setting in APS Customization.
To force GLS amounts and APS invoice amounts to match
Now anytime that GLS information is created for an invoice, the remaining amount must be zero or the invoice will not be able to be saved.
The Check Register by Payee can be used to print a list of checks written to any payee for any date range.
To print a Check Register by Payee
The / (forward slash) character is typically used to separate the last name from the first name. However, you can rename the payee to place an additional / at the beginning of the name. TAS will then ignore any subsequent slashes.
To rename the Payee