Version 2021 has some great new features we know you’ll want right away!
All Applications
- Simplified Update – Updating from Version 2020 to Version 2021 does not require a conversion. If updating from Version 19 to Version 2021, only a single conversion is required.
- New Look – We’ve updated the icons for all of the actions on the Home page in each Tabs3 Software application to provide a fresh look.
Tabs3 Billing Highlights
- Payment Information – Provides detailed payment allocation information for both archived and work-in-process payments. In addition to payment allocation, this page shows associated Tabs3 General Ledger transactions and payment adjustments (refunds or reversals).
- Write Off Information – Provides detailed information about the selected write off, including a breakdown of how the write off was applied (each timekeeper, cost type, tax amount, or finance charge) across each statement that was written off, and who performed the write off.
- Matter Manager:
- Write Off List – This list provides an easy way to see any write off performed on the matter. Clicking an entry in the list displays the Write Off Information page.
- Statement Status Indicators – The statement list in the Matter Manager now includes color-coded indicators to help you see at a glance which statements are unpaid and for how long.
- Email an Individual Statement – In the Statement Manager or Statement Information window, a new Send Email action is available. This reprints the selected statement, just like using the Reprint Updated Statements feature, and then starts a new email with the statement attached.
- Report Drilldown – We’ve updated numerous Tabs3 Billing reports to support drilling down to statements, payments, and write offs in the Report Preview window.
Tabs3 Trust Accounting and Accounts Payable Highlights
- IRS 1099-MISC and 1099-NEC Changes for Tax Year 2020 – We’ve updated the software to support new requirements from the IRS for tax year 2020.
Updating to Version 2021 is as easy as using Check for Updates (Help | Check for Updates)!
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.”
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!
