Want a quick and easy way to review your clients’ statements, and take action if necessary? Statement Manager is here!
The new Statement Manager allows you to see a list of statements to determine what has been billed and paid. This makes it easy to quickly locate statements that have been final billed and updated. You can work with statements here using the actions in the Quick Clicks pane, or drill down to the Statement Information window for additional information. A Search box is available to quickly locate information anywhere in the list, such as finding a specific statement number when you receive a check.
Users familiar with PracticeMaster may recognize the functionality of the Quick Clicks pane in the Statement Manager; however, this feature is new to Tabs3 Billing. Using the Quick Clicks, you can:
- Take Action on one or more selected statement(s), such as reprinting a statement, making payments, writing off balances, or undoing updated statements.
- Utilize a QuickView, which combines a Filter, Column Layout, and default sort into a customized view that you can easily switch to at any time.
- Create a Filter to narrow down which records are displayed. Save filters for the whole firm to use, or just for your own use.
- Change the Column Layout used, which modifies the columns shown in the statement list.
- Customize your List Preferences to change how the list is displayed, and Manage Quick Clicks to customize the contents of the Quick Clicks pane. Customization is saved for each user.
Click here to view the “Using the Statement Manager” training video.
Download the latest version of the software to get all of the great new features!
As of June 15, 2021, Software Technology, LLC will no longer provide support for Version 18 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
If you have any questions regarding the discontinuation of support for Version 18, please contact your local consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
In Version 2020, we increased the sizes of various fields in the file structure. Your firm may be affected by these changes if you use ODBC reports or SQL queries to access the Tabs3 data.
Knowledge Base Article R11855, “Field Length Changes,” provides a list of changes sorted by application. You can quickly compare the Version 2020 field length to the Version 19 field length.
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.
Taskbill is used to export Tabs3 Billing information for electronic submission. Many companies require firms to submit billed fees and costs in a specific format for online electronic billing. Taskbill makes this simple by exporting your existing Tabs3 Billing data into over 100 different predetermined file formats and subformats including LEDES 1998B, Legalgard Parsed Format, LitigationAdvisor, and TyMetrix.
Taskbill also provides flexibility! Information required by some electronic formats is not found in normal Tabs3 Billing fields. You can, however, set up Taskbill to use general text fields such as Custom Fields, Client Notes, and Miscellaneous Lines that are already in Tabs3 Billing to store this information. Exporting the data is as easy as selecting the format you have set up, selecting a client or range of clients, and selecting the statement date. The exported file can then be sent electronically!
To see if the Tabs3 Taskbill Software will work for you, or to purchase a license for your firm, contact your local reseller or consultant, or call our Sales Department at (402) 419-2200. Information about Tabs3 Taskbill is also provided in Knowledge Base Article R10435, “Tabs3 Taskbill Product Information.”
Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, or who is downloading documents and attachments? The Tabs3 Connect Access Log in System Configuration (View | Log Files | Tabs3 Connect Access Log) contains all of this information! Each Log In, Log Out, Lock Out, and Download entry contains the date and time of the logged item, the User ID of the user who performed the action, and the IP address of the device where the action was performed. Additionally, the download path for documents and attachments is included.
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.”
When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!
PracticeMaster allows you to quickly and easily assemble individualized documents in Microsoft Word using templates to fit your firm’s needs.
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.
Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on. Although File Maintenance provides this information, opening it requires users to be out of the software. Instead, run a File Definition Report to get the information you need!
The File Definition Report (Reports | File Definition Report) provides a list of every field in a file, and includes whether the field is protected or required, if history tracking is turned on, if the field is included on a Conflict Report, if the field is restricted, and more. Additionally, the File Definition Report provides a list of indexes set up for the file.
When we upgraded to Platinum, we were told that there was an option to set a refresh rate on the dashboard. However, the dashboard is not refreshing automatically. Where is that option located?
In the Platinum version of the software, the Tabs3 Billing dashboard automatically refreshes itself based on your selected refresh rate. You have the option to refresh every four or twelve hours or to disable the automatic refreshing.
To enable automatic refresh
- In the bottom-right corner of the dashboard, click on the down-arrow to the right of the last update time.
- Select Set Refresh Rate.
- Select the desired refresh interval.
Note: While the dashboard is being refreshed, a message will be displayed indicating the dashboard is loading.
Is there a way I can verify who I sent email statements to last month?
The Email Statements Report allows you to see the Email Statements that have been successfully sent within Tabs3 Billing. This report can be run for any date range, based on Statement Date or Email Date.
To run the Email Statements Report
- From the Statements menu, select the Email Statements Report.
- From the Options tab, in the Report Criteria section, enter the desired Email Date range.
- Click OK.
We received a final payment from a client whose matter is closed, but it didn’t cover the entire amount due. After discussing the situation with the client, we have decided that we would forgive the amount he didn’t pay. How can I reflect this properly within Tabs3?
After the payment has been final billed and updated, you can perform a write off for the remaining balance.
To write off a client’s entire balance
- From the Maintenance menu, point to Client Related and select Write Off Client.
- Enter the Client ID.
- Select the Write Off Entire Balance check box.
- Enter the Write Off Date.
- Click OK.
An optional Client Write Off Description window will be shown. This provides the option to create a Type 4 “Description Only” transaction as a paper trail for the write off, and can be included on a final statement for the client’s records.
Sometimes our clients will make a payment on their account while they are in the office. Is there a way we can print a receipt for them?
Receipts can be printed for work-in-process payments right from the Payment Entry or Client Funds windows. The Client ID, work description, statement #, receipt type, reference, received by (User ID), date, description, and amount fields will be displayed on the receipt. If the Receipt Type selected is Check, the check # will also be included on the receipt.
To print a payment receipt
- From the File menu, point to Open and select Payment.
- Enter the payment as you normally would, or select an existing work-in-process payment.
- Click the
(Print Receipt) icon.
I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don’t have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?
The Outlook Synchronization Settings Report can be run to help determine which users still must be set up. Only users who are set up to synchronize PracticeMaster and Outlook will be included on the report.
To run the Outlook Synchronization Settings Report
- From the Maintenance menu, point to Integration and select Outlook Synchronization.
- From the Synchronization Options tab, in the Synchronization Settings Report section, select Include all users with Outlook Synchronization enabled.
- Click the Print Report button.
My coworker showed me how she can “resize” calendar records in the Daily Calendar to make them longer or shorter. However, I am not able to do the same thing on my computer. Why is this?
The Disable Drag and Drop option controls whether you are able to resize or move calendar records via the Daily, Weekly, or Monthly Calendar.
To enable drag and drop functionality in the graphical calendars
- From the Calendar menu, select Calendar Properties.
- From the General tab, in the Options section, clear the Disable Drag and Drop check box.
- Click OK.
You can now resize or move calendar records via the graphical calendars.
I added a new employee to a group in System Configuration. New records I add for the group include her, but she is not included in the existing calendar records for that group. Is there an easy way to add her to existing records?
Although existing records for a group of users are not updated when users are added to or removed from groups, it is easy to update existing records using Find and Replace. By replacing the group name with the same group name, the users included in the group are refreshed.
To use Find and Replace to update a calendar record
- From the Calendar menu, select Calendar File.
- From the Quick Clicks pane, in the the Take Action group, select Find and Replace.
- Optionally select records, or a filter, to narrow down the records you want to change.
- In the Search For field, enter the group name.
- In the Replace With field, enter the same group name.
- In the Search Fields section, select Specific Fields and then click the Select Fields button.
- Click the Clear All button.
- Double-click the Group Info field so that it has a check mark and click OK.
- Optionally click the Find button to review which records will be updated. Then, click the Replace button to update individual records, or click the Replace All button to update all records listed in the Search Results section.
We want to create a new field in our Client file for a referral source. We want the field to use a drop-down list and to be limited to the options on this drop-down list. Is there a way to accomplish this?
When creating Alpha-type fields in PracticeMaster, you can choose to have the field utilize a drop-down list in order to allow specific choices to select from. Once the list is populated, you can optionally restrict the field to only allow using these choices during data entry.
To create a drop-down field in the Client file
- From Maintenance, select File Maintenance.
- In the System Files group, select Client and click OK.
- From the Field tab:
- Press Ctrl+N and enter a Field ID. Alpha is automatically selected as the Field Type.
- If necessary, edit the Field Name.
- Select the Use Drop-Down List check box and then click the Edit List button.
- Select the Restrict to List check box.
- Click the
(Insert) icon to create a new Item, and then enter the name of the item as you want it to be shown in the drop-down list. - Repeat step e for each item to be included in the drop-down list.
- Click OK on the Edit Drop-Down List window.
- Click Done on the File Definition window.
- Close File Maintenance.
You can now open the Client file and add your field to the Form (Edit | Form Designer).