View / Print Full Newsletter

Month: December 2020


The New Year is once more upon us! Get a head start on reviewing year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


Announcement: Holiday Hours for December 11th

December 2020    Tags:
No comments

Our office will be closed at 3:30 p.m. Central Time on Friday, December 11th for our annual Holiday Party.   Read More...


Tabs3 Software occasionally links to external files that can contain sensitive information, such as contact information, bank balances, or payment information. Some firms will restrict access to those files by setting the access rights on the folders where those files are maintained to prevent access by users who do not require such information.   Read More...


Tabs3 Connect: Text Macros

December 2020    Tags: , ,
No comments

Did you know that text macros can be used in Tabs3 Connect?   Read More...


Our office will be closed on Friday, December 25th, and Friday, January 1st, in recognition of Christmas and New Year’s Day.   Read More...


If you are new to using lists in PracticeMaster or Tabs3 Billing, creating and using QuickViews can help save you time by filtering and sorting information just the way that you need.   Read More...


We recently made two new improvements to the Tabs3 Matter Manager feature!   Read More...


Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year?   Read More...


Billing Q&A: Setting up Sales Tax

December 2020    Tags:
No comments

Our new attorney is licensed in two states, one that charges sales tax. How can I set up sales tax only for certain clients?   Read More...


I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information?   Read More...


Billing Q&A: Hourly Rates

December 2020    Tags: , ,
No comments

We have made an agreement with a client that no matter which timekeeper works on their case, the firm will charge a set hourly rate. Is there a way to make sure that the client is automatically billed the hourly rate when entering fees?   Read More...


We noticed that we have two Billing Categories that have the same description and we have been using both of them. Is there a way we can merge those two categories into one?   Read More...


I need to track additional time on a timer record that has already been processed. How can I accomplish this?   Read More...


PracticeMaster Q&A: Missing Task List

December 2020    Tags: ,
No comments

When I open the Weekly Calendar in PracticeMaster, all I see is the Event Calendar. Where did my tasks go?   Read More...