Version 2021 has some great new features we know you’ll want right away!
Tabs3 Billing Highlights
Tabs3 Trust Accounting and Accounts Payable Highlights
Updating to Version 2021 is as easy as using Check for Updates (Help | Check for Updates)!
Antivirus software is a necessary component in any computer environment. However, occasionally antivirus software can adversely affect performance or cause errors using Tabs3 Software.
Knowledge Base Article R10760, “Antivirus Software Information,” provides information on how continual scans by antivirus software can slow down other software, how to exclude the Tabs3 Software’s Current Working Directory from continuous virus scanning, information on email antivirus scanning, and known issues with specific antivirus software.
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.
Often, the most common source of unbilled costs are the everyday tasks done in your office. Photocopies, faxes, phone calls, and many other tasks can easily be overlooked when entering costs for a client. Simple cost recovery methods can reclaim these expenses as needed. Many manufacturers offer devices that collect information and create an export file, which can be used in Tabs3 Billing.
The Tabs3 Device Interface software takes the export files from most collection devices and converts them into costs that can be imported to Tabs3 Billing. Additionally, it allows you to customize import settings so any standard text file can be converted, even if it is not already configured in the conversion program. This means it is very likely that you can import your task information, regardless of the device’s manufacturer.
To see if the Tabs3 Device Interface will work for you, or to order a license of the Tabs3 Device Interface for your firm, contact your local consultant or call our Sales Department at (402) 419-2200. Information about the Tabs3 Device Interface can also be found in our Knowledge Base Article R10737, “Tabs3 Device Interface Product Information,” and in R11684, “Tabs3 Device Interface Instructions.”
The Platinum edition of Tabs3 Software provides a multitude of benefits when working with reports. If reporting is important to your firm, take a look at the following reasons to upgrade now!
Platinum Report Accelerators
Platinum accelerators make processing reports and statements an average of 10 – 30 times faster. The reason for the speed boost is that all of the processing is done at the server instead of sending data back and forth across the network. This significantly affects the time it takes to run reports.
Take a look at actual benchmark numbers in Knowledge Base Article R11142, “Tabs3 Performance Comparison.” You might be surprised!
For more information on how accelerators work and a list of accelerated reports, see Knowledge Base Article R11182, “Tabs3 Billing and PracticeMaster Accelerators.”
Platinum Exclusive Report Options
When you upgrade to Platinum, you get bonus reporting options in Tabs3 Billing:
For more information on the Accounts Receivable by Timekeeper Report and Enhanced Detail Accounts Receivable Report, 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.
Although this tax season looks a little bit different, Tabs3 E-file is here to help simplify your 1099 submission process! Tabs3 has partnered with Nelco to provide Tabs3 E-file, a complete solution to filing your 1099-MISC, 1099-NEC, and 1096 forms. Learn how to easily upload your data to the Tabs3 E-file portal so that your 1099’s can be electronically filed, printed and mailed, or emailed on your behalf.
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 now drill down to all payments (including archived payment) in Tabs3 Billing Version 2021? For example, in the Matter Manager, you can click on any payment to view the Payment Date, Payment Amount, which Timekeeper it applied to, the Statement Date and Number to which it applied, and more. This makes it easy to get payment information without having to run a report!
Although this list may vary, many firms request to have the accounts receivable and work-in-process balances as of the end of the year as well as various management reports and productivity reports. A list of recommended reports can be found in the Help by pressing F1 and then entering “Year-End Procedures” on the Index tab.
We recommend saving reports to PDF prior to closing out the year, as some reports do not provide historical information and will therefore not include all of the same information when printed later in the year. Additionally, changes made at a later time, such as undoing final statements and reversing or refunding payments, can also affect the outcome of a report.
For additional information on year-end, check out Knowledge Base Article R11693, “Tabs3 Billing Year-End Overview.”
Any time a client is added, changed, or deleted, an entry is added to the Support Log. The Date, Time, and User are tracked for each addition, change, and deletion so you can easily see who deleted the client and when.
To open the Support Log for Client File Information
Tip: From the preview window, click the Search button to help find the missing Client ID.
Note: You may need to run this same report in Tabs3 Billing if the client was deleted from Tabs3 Billing instead of PracticeMaster.
A filter can be created to display only those clients with birthdays occurring next month. The filter will always show birthdays occurring next month regardless of when it is run, making it easy to use whenever you need to.
To create a filter for birthdays occurring next month
You can now select the filter in order to see all birthdays next month.
We recommend using positive and negative EFT transactions to transfer the amount from one account to another. A positive EFT will reduce a trust balance, while a negative EFT will increase a trust balance.
To transfer funds from one trust account to another
You can easily add a manual check with a specific check number into Trust.
To add a manual check
There is a setting in Customization to check for duplicate invoices. When this setting is selected, a warning will be displayed if an invoice or manual check is entered for the same vendor, with the same invoice number, invoice date, and invoice amount as an existing unpaid invoice. This setting will check when a new invoice is entered as well as when an existing invoice is changed and saved.
To enable Check for Duplicate Invoices
Income and expense account budget figures can be accessed and edited via Account Information.
To create a budget for an expense or income account
Use the same steps to proceed through the other accounts for which you want to establish budgets.
The Journal Report can be run for specific Record Sources and Record Statuses. This means we can run it for records that originated from Accounts Payable and have the status of Unreconciled.
To run a Journal Report for unreconciled AP checks