If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.
The search box, which is available on the List tab for all files, the Matter Manager, and the Graphical Calendar, can be used to quickly search for all records that contain a specific string of text in any of the fields included in the currently selected column layout. You can optionally search for different text in multiple fields at one time. You can enter text directly in the Search List field, or click the button to show a list of fields for more specific searching. If the desired field is not shown, click the Fields button for a list of all fields in the current column layout.
Conflict of Interest
PracticeMaster’s Conflict of Interest Search (Search | Conflict of Interest Search) provides robust searching capabilities including whole word or partial word searching and word order, phonetic searching, and record drill-down capabilities on reports.
Files searched in PracticeMaster include the Client file, Contact file, fee transactions, cost transactions, Calendar, Journal (including email records, call logs, research tasks, and phone timer records), Document Management (including linked documents), and Area of Practice files. If PracticeMaster is integrated with Tabs3, all fields in PracticeMaster that exist in both programs (such as Miscellaneous Lines in the client file), will contain information from Tabs3 in addition to existing information in PracticeMaster.
Note: A field must be marked as Include in Conflict Search in File Maintenance (Maintenance | File Maintenance) in order to be included in the Conflict of Interest Search.
The Document Search program (Search | Document Search) is a powerful program used to search the contents of Document Management documents, email attachments, and linked documents associated with PracticeMaster records. Although the Conflict of Interest also searches documents, the Document Search provides additional options to narrow your search to specific clients, document types, and/or users.
Searching capabilities include whole word or partial word searching; phonetic, stemming, and fuzzy searching; and record drill-down capabilities on reports.
The Contact Search (Search | Contact Search) helps you quickly find a single contact so that you can drill down to a phone number or other information for the contact. This search only looks for hits in Contact fields. Searching capabilities include partial word searching, phonetic searching, and record drill-down capabilities on reports.
Note: A field must be marked as Include in Contact Search in File Maintenance (Maintenance | File Maintenance) in order to be included in the Contact Search.
Find and Replace
On any List tab, the Find and Replace program (Edit | Find and Replace) can be used to find one or more records containing specific text, and optionally replace the text with a new value. You can search the current list or just highlighted records, all fields or specific fields.
Find and Replace is a quick and easy alternative to updating multiple records with the same information one by one.
Data can always be found using the various search options in PracticeMaster. Learn more about the various PracticeMaster search features in the PracticeMaster Search Guide.
The IRS is changing the layout of Form 1099-MISC for the 2020 tax year. Additionally, Form 1099-NEC is being added to replace Box 7 on Form 1099-MISC.
Tabs3 Software will support these new forms. An update to Tabs3 Trust Accounting and Accounts Payable is already in process to address these changes and will be available before 1099 forms need to be filed.
To simplify the filing process, Tabs3 Software has partnered with Nelco to provide Tabs3 E-file, a complete solution to filing your 1099-MISC, 1099-NEC, and 1096 forms. With Tabs3 E-file you don’t need to request a transmittal code from the IRS. You also won’t need to deal with forms, envelopes, postage, or configuring your printer; instead, simply upload your data to the Tabs3 E-file portal. From there, forms can be electronically filed, printed and mailed, or emailed on your behalf, saving you time and manpower. For additional information on Tabs3 E-file, see KB Article R11788, “All About Tabs3 E-file.”
To learn more about the 1099-MISC and 1099-NEC forms, see https://www.irs.gov/instructions/i1099msc.
Stay tuned for more information!
Are you looking for a report with certain criteria, but not sure how to find it? Knowledge Base Article R11697, “Report Finder: Info in Tabs3 Billing Reports,” provides a checklist of options that, when selected, displays a list of reports that will show the desired information. For example, let’s say you need a report that shows Billed Hours, Write-Ups/Downs, Write Offs, and the Amount Due. Select those check boxes, and you can see that there are two reports that have all of those options included. Additionally, you can easily access more information on the resulting reports by clicking on the View Report button, which opens the report pack to the page of the report.
Stop running random reports trying to find the perfect one; instead, use the Report Finder and get what you need without the guesswork.
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.
Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.
The Support Log (View | Log Files | Support Log) can help you determine which processes were run at what time by which user. This log is present for each application, including System Configuration. When running a Support Log, you can optionally specify a date range and/or select specific users. Manager users can access support logs for all applications at the same time via System Configuration (View | Support Log).
Every application includes the options to see when Back Up Data, Data File Integrity Check, and Reindex Files were run, in addition to when data was last restored and updates were last installed, and more. Each application also has information logged that is specific to the application, and although information included can vary, each feature includes who ran it and when it was run. The following are some of the features that are tracked in the Support Log:
With these tools in place, it is easy to quickly assess the various software events that occurred while you were out. This allows you to remain up to speed, even after a well-deserved vacation. More information regarding the Support Log is provided in Knowledge Base Article R11288, “Support Log Information,” and in each program’s “Support Log” Help topic.
Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.
Key features in the Platinum software include:
For more information on the 30-day trial offer, visit Knowledge Base Article R11261, “Platinum Version Net 30 Trial Plan,” and then contact your local consultant or contact our Sales Department at 402-419-2200 to take advantage of this great offer!
Have you ever needed to look back at a copy of a receipt paid in Accounts Payable? Using the Invoice Attachment feature makes it easy to do just that!
Starting in Version 2020, Tabs3 Accounts Payable Software provides the ability to link an electronic copy of a statement or receipt to an invoice, manual check, or EFT transaction.
Watch this one-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.
A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements (Statements | Generate Statements) and the Detail Work-in-Process Report (Reports | Work-In-Process | Detail Work-in-Process Report). When this option is selected, matters are grouped into separate PDFs based on the specified sort criteria. For example, if you choose to sort by primary timekeeper, all of the matters with timekeeper 1 assigned as their Primary Timekeeper will be included in a single PDF, timekeeper 2 in a separate PDF, etc. This feature is intended to help firms that distribute their pre-bills electronically by allowing them to send a single PDF to each timekeeper that only includes the matters that are relevant to that timekeeper.
Note: The Separate PDF for each Sort option only applies when you select DropBox or File (with a file type or PDF selected) as your output method.
If your report is opening with pre-filled fields and different settings, then a report definition has been created and set as the default.
To change a report back to default settings
When generating statements, you have the option to exclude cover statements during statement runs. This option is particularly useful if you want to save paper when printing draft statements.
To exclude Cover Statements when generating statements
The option to display records linked to multiple users/groups as a single group record can be specified in Calendar Properties. This can help keep the Daily, Weekly, and Monthly Calendars cleaner.
To combine multiple user records into one group record
In the PracticeMaster Document Type file, you can get a list of all the document types as well as the document type description.
To print a list of document types
You now have a list of all document types in PracticeMaster.
Note: If an unwanted document type is listed, it can be deleted. However, in order to delete a document type, it must not be assigned to any Document Management records.
The terminology used on statements for trusts balances and remittance can be customized, and is unique to each bank account in Trust.
To change the trust account terminology on statements
The Check Register by Check Number Report can be run to provide a list of unpaid checks by bank account. Unpaid checks have a Check Number of 0.
To print a list of unpaid checks
Both Tabs3 Accounts Payable and Tabs3 Trust Accounting provide a Positive Pay Export utility!
To set up Positive Pay for the first time
The file that has been exported can now be submitted to your bank.
To create subsequent exports
Note: Additional information on Positive Pay can be found in Knowledge Base Article R11833, “Exporting Checks Using Positive Pay.”
The default bank account number that is used when entering invoices, manual checks, and EFTs is defined in Customization.
To change the default Bank Account
The Journal Report can be run specifically for reconciled, outstanding, and/or cleared records within any time period.
To run a journal report for cleared journal entries
You can easily set up Journals for Receipts, Disbursements, Miscellaneous, etc. and then assign them to journal entries.
To create a new Journal
Once additional journals have been set up, they can be specified in the Jrnl column of the Journal Entries program.
Note: If Tabs3 Billing and General Ledger are integrated, you may want to review the GLS Integration Setup located in Tabs3 Billing (Maintenance | Integration | GLS Integration Setup) to see if your integration settings need to be updated.