We have just added several new features! Use the Check for Updates feature (Help | Check for Updates) to make sure you are running the most recent release of Version 2020.
Update to Version 20.2.6 to access the following:
For more information on these great new features, as well as a detailed list of all new features in Version 2020, check out Knowledge Base Article R11812, “Version 2020 Introduction to New Features.”
Are you planning on purchasing a new server, or moving from one computer to another? Sometimes it becomes necessary to move the Tabs3 Software from one location on the network to another location. Knowledge Base Article R10838, “Moving Tabs3 Software,” and Knowledge Base Article R11624, “Moving Platinum Software,” walk you through the steps to move the software to a different computer.
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.
Tabs3 Financial Software is the best accounting solution for your law firm because it is specifically designed to meet the accounting requirements of law firms. With minimal setup and zero workarounds to satisfy most bar associations, you can print financial statements, write checks, reconcile bank statements, and manage client trust accounts in one easy-to-use and fully integrated software package. Additionally, because Tabs3 Financials is designed to work with Tabs3 Billing, you only need to call one support phone number if you ever have questions.
General Ledger Software (GLS) provides insight into your firm’s business with detail and summary financial statements. The following features are highlights of what GLS has to offer:
Accounts Payable Software (APS) makes bill paying easier. The following features are highlights of what APS has to offer:
Trust Accounting Software (TAS) manages trust accounts for your clients accurately and easily. The following features are highlights of what TAS has to offer:
PracticeMaster QuickViews provide a powerful way of organizing and finding information in PracticeMaster using the List tab. QuickViews combine a filter, column layout, and sort option into a tab at the top of the List tab. When you change from one QuickView to another, you quickly change which records you see, the columns that are displayed, and the order in which records appear. QuickViews can also include Smart tabs at the bottom of the List tab to further sort records into groups based on the selected indexed field. You can customize the colors used for QuickViews and Smart tabs. You can share QuickViews for all users as needed, or define them for yourself. Once created, you can select a QuickView at the top of the List tab, or via the Quick Clicks pane.
QuickViews are available for both Platinum and multi-user versions of the software; however, they run faster in the Platinum version of PracticeMaster.
Why are QuickViews faster in Platinum? PracticeMaster filters are processed at the server computer, similar to how the PracticeMaster Accelerator processes reports. Rather than having to filter the records once they have been received from the server, the workstation receives only the records that have been pre-filtered by the server. This reduces network traffic and allows filtered lists to display considerably faster. Additionally, column sorting is processed at the server, which also improves the speed at which lists are displayed.
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.
Our office will be closed on Friday, July 3rd, in recognition of Independence Day.
Here are some helpful Support resources that are available 24/7:
Accepting and managing credit card and eCheck payments from your clients has never been easier!
Starting in Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay, making the process of entering payments, client funds deposits, and trust deposits both easy and secure.
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.
Did you know that you can easily review past reconciliation reports when needed, right from the software? Both General Ledger (GLS) and Trust Accounting (TAS) store Reconciliation Reports as PDFs for quick review.
To review a past Reconciliation Report
Note: Reconciliation reports are stored in the Reconciliation folder of the Current Working Directory.
The Statement Template List provides a list of all statement templates in Tabs3. You can optionally include which clients are assigned to each template.
To generate a Statement Template List
A list of all templates, along with the clients assigned to each template, will be generated. This report also indicates whether the template is assigned to the client as a draft or final template by showing a D or an F to the left of the Client ID.
The About window (Help | About), displays the Release Date and File Version of the software. This tells you how current the software is. However, you can run the Support Log to determine how recently an update has been installed.
Each time the software is updated, an entry is made to the Support Log. This entry includes the date and time the software was updated, the release date and version of the software installed, and the first user to log into the software after installing the update.
To run the Support Log for Installed Updates
The path to open your AOP templates is customizable and can be changed via File Maintenance.
To change an AOP’s template path
Fees can be imported from a properly formatted .csv file via the Import Data Wizard.
To import fees into PracticeMaster
For more information on formatting your .csv file, validating records, and the import process, see Knowledge Base Article R11724, “Importing Fees and Costs Into PracticeMaster from Microsoft Excel.”
When entering journal entries, there are two tabs: Transaction and Batch. The Transaction tab is used to add, change, or delete journal entries, whereas the Batch tab provides a read-only history of the selected transaction along with any other related transactions associated with the specified transaction. Although additional associated transactions are typically generated as a result of integration with Tabs3, APS, or TAS, you can manually add new transactions to the Batch tab
To add a transaction to the Journal Entries Batch tab
By creating deposit slips in GLS, you can combine multiple transactions into a single entry. You can even print out the deposit slip and take it to your bank. When performing your reconciliation, you will see the deposit slip instead of the individual transactions that make up that deposit.
To create a deposit slip
The journal entries will now appear as a single deposit in the reconciliation.
The Federal ID field requires a value in order to specify 1099 information. However, you can enter a placeholder value for the Federal ID, and then come back later when you have the actual number.
We recommend adding a value of “REQUESTED” into the Federal ID field; however, any value will work. Once you have received the Federal ID from the vendor, you can return to the vendor record and update the Federal ID field. If you do not receive the Federal ID by the time you generate 1099s, you may want to remove the placeholder value, as duplicate Federal IDs will create inaccurate 1099 information.
You can print out Vendor Labels as one-across, two-across, or Avery Laser formats, or export the labels to be used in another application.
To print labels for active vendors
The tcode used for automatic trust payments can be changed. You can use a tcode that’s already set up, or create a new tcode to use.
To create a new tcode in Tabs3 Billing
To assign a different tcode for automatic trust payments in TAS
You can use the Undo Reconciliation feature. When undoing a reconciliation, any items that were cleared on the undone reconciliation will be marked as cleared the next time the Reconciliation program is opened. This allows you to make any necessary edits without starting from scratch.
To undo a reconciliation
Notes: Reconciliations performed prior to Version 18 cannot be undone. Only the most recent reconciliation can be undone. If the check is on an older reconciliation, the more recent reconciliation(s) must be undone first in sequential order.