Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?
Beginning with Version 2021, you can access write off information via the Tabs3 Billing Matter Manager. When selecting a write off, you can see the date and amount of the write off, statement information, how it was applied, and more.
To access write off information via Tabs3 Billing Matter Manager
- Open Matter Manager from the Quick Launch.
- Select the desired Client.
- Click the Write Offs list.
- Click the write off for which you want more information.
Want to see all of the new features in Version 2021? Check out Knowledge Base Article R11860, “Version 2021 Introduction to New Features!”
This article provides information on each new feature. Features are listed by program and include screenshots and links to additional information when applicable. Each time we add a new feature to Version 2021, this article is updated so that you can get the information you need to begin using the feature.
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.
Drill-down capabilities provide the ability to quickly access data while previewing reports. Additionally, drilldown is available in entry lists (WIP only), the Tabs3 Billing Matter Manager, PracticeMaster Matter Manager, and Tabs3 Billing Recap of Hours.
- Reports – While previewing a report, when you mouse over a drill-down field, the field will be highlighted in yellow. Clicking the field will open an information page or a data entry window allowing you to view or edit the record. If an edit is made to a record, clicking the Refresh button (or pressing F5) in the Preview window will update the report to reflect the change made.
- Tabs3 Billing Matter Manager – Drill down to the client or contact as well as fees, costs, payments, client funds, statements, write offs, and Trust entries.
- PracticeMaster Matter Manager – Drill down to the client or contact as well as fee, cost, calendar, journal, and document records.
- Tabs3 Recap of Hours – Click on a day to display transactions for the selected timekeeper, and then double-click the transaction to open it.
For a complete list of reports and features with drill-down capabilities, refer to Knowledge Base Article R10646, “Drill-Down Features in the Software.”
With Tabs3 Connect, you can see your entire firm’s calendar, not just your appointments, wherever you are. Because Tabs3 Connect accesses the PracticeMaster calendar back at the office, you can schedule meetings while you’re away, link them to a specific client and matter, and include other people from your office. When others add something to the calendar, you can see it right away from your tablet or smartphone. You can even view your active alarms in Tabs3 Connect to make sure you don’t miss an appointment or critical task.
Tabs3 Connect can optimize your calendar layout based on your device’s available screen space. When viewing the calendar on your smartphone, use the Phone Layout to see entries using the Agenda or Task List view. When viewing the calendar on your tablet or computer, use the Full Layout to see entries using the Agenda, Task List, or Calendar view. The layout can be toggled by clicking the 
icon in the upper-right corner of the web page.
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.”
As of June 15, 2021, the Tabs3 Support Team 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.
Previously published in October.
As a legal professional, it’s important to be able to track and utilize statements for your clients. Using the Tabs3 Statement Manager, accessing your updated statements has never been easier!
The Statement Manager allows you to easily review all of your updated statements, with one-button access to perform necessary actions, such as making a payment, adding a write-off, or reprinting a statement for a client.
Watch this four-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 if you are currently on Version 2020, updating to Version 2021 is as easy as checking for updates?
Version 2021 only requires you to use the Check for Updates feature (Help | Check for Updates) if you are already on Version 2020. No conversion, DFICs, or other steps. This makes it easier than ever to be on the latest version!
Note: If you are on Version 19, you can convert directly to Version 2021 instead of converting to Version 2020 first.
I need to see a list of payment adjustments that have been made for a particular client, along with the original payment amounts. Is there a report I can run that will show me this?
If you run the Detail Cash Receipts report with the Payment Adjustments option selected, you will see an asterisk next to the original payment amounts and a list of adjustments below. Beginning in Version 2021, when running the Cash Receipts report, you can now click on the payment or the adjustment to view a Payment page. This page includes the original amount, the amount adjusted, and more.
To run the Detail Cash Receipts Report
- From the Reports menu, point to Management and select Cash Receipts Report.
- Enter the Client ID for the client that has had their payment adjusted.
- On the Options tab, in the Type section, select Detail.
- In the Include section, select the Payment Adjustments check box.
- Click OK.
I work in multiple Tabs3 Software applications throughout the day. Is there an easy way to switch between them?
The Application Toolbar, located at the bottom of the Quick Launch, can be used to quickly switch between the different applications. The Application Toolbar can be used to open new application windows, or switch to already open ones.
To display the Quick Launch
- From the View menu, select Theme Settings.
- On the General Settings tab, in the Navigation section, select Quick Launch.
- Click OK.
When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?
Tabs3 can apply payments to multiple matters that have an accounts receivable balance, provided they are for the same client.
To apply a payment to multiple matters
- From the File menu, point to Open and then select Payment.
- In the Client ID field, select one of the matters with a due amount.
- Enter the Amount of the payment.
- Click the
(Apply Payment to Multiple Matters) button or press Alt+A. In the Payment Amounts for Multiple Matters window, each statement with an amount due for any of the client’s matters is shown.
- If the payment entered is enough to pay all of the statements, then the amount is automatically shown in the Apply column.
- If the payment entered is not enough to pay all of the statements, then you have three options:
- Click the Apply by Date button to pay the oldest statement first. The amounts are shown in the Apply column.
- Click the Apply Proportionately button to apply a portion of the payment toward each statement proportionately. The amounts are shown in the Apply column.
- Enter the desired amount you want to apply toward one or more statements in the Apply column.
- Once the payment has been allocated as desired, click the Finalize button.
- When prompted to create payments for the matters, click Yes.
- For more information on this feature, refer to the Payment Amounts for Multiple Matters topic in the Help Files.
I discovered that I wrote off the wrong amount for a client. Do I need to restore, or is there a way to more easily correct this?
Write offs can easily be reversed using the Reverse Write Off utility. This allows you to correct any mistakes without needing to restore from a backup.
To reverse a write off
- From the Maintenance menu, point to Client Related and select Reverse Write off.
- Enter the Client ID.
- Select the Reference Number of the write off you want to reverse.
- Click OK.
You can now perform the write off again for the correct amount.
We want to add some holidays that our firm observes to the predefined holiday calendar in PracticeMaster. How can we accomplish this?
PracticeMaster provides one predefined holiday venue: Standard Holidays. This venue allows additional days to be added to it on a yearly basis.
To add days to the Standard Holidays Venue
- From the Calendar menu, select Holidays by Venue.
- Select the day you want to mark as a holiday.
- Press the Spacebar to mark the holiday.
- Enter the desired Holiday Description.
- Repeat step 2 for each holiday you want to add.
- Click Close.
Note: Only the six predefined holidays in the Standard Holidays venue are perpetual holidays. Any additional holidays will need to be defined for each year.
When we run our Conflict of Interest search, certain words are being excluded. How can we correct this?
The Exclude List is a list of words that are excluded from the Conflict of Interest, Contact Search, and Document Search. You can remove words from this list in order to include them.
To remove words from the Exclude List
- From the Search menu, select Search Settings.
- On the Exclude List tab, select the word you want to remove and click the Delete Word button. Repeat for each word you want to remove from the Exclude List.
- Click OK.
Once changes are made to the Exclude List, you will be prompted to rebuild the search indexes for the change to go into effect.
We have a meeting coming up to discuss all of our active cases for Business Law matters. Is there any way to print a monthly calendar that shows only the business law events and tasks?
By setting up a filter in the Calendar file so that it only displays the Business Law matters, you can then print out the Monthly Calendar using that filter.
To filter the Monthly Calendar
- From the Calendar menu select Monthly Calendar.
- Click the
(Toggle Filter) icon. - Click the Manage Filters button.
- In the Manage Quick Clicks window, press Ctrl+N.
- Enter a Filter Name (e.g. “Business Law”).
- Click the New Row button.
- Select Client ID and then click the Lookup button.
- Select AOP and click the Select button.
- The Test Condition will remain Equal To.
- In the Test Value field, click the drop-down arrow to select BUSLAW and click OK.
- Click the Save button.
- Close the Manage Quick Clicks window.
- Select a Filter of Expression and then select the filter you created.
You can now print the filtered Monthly Calendar by pressing Ctrl+P in the Monthly Calendar window.
I have some users who forget to add alarms for important calendar records. Is there a way an alarm can be set by default?
The default alarm time for calendar records is controlled by the Calendar Code that is used for the calendar record. You can set the default alarm time in the calendar code file which will then apply to calendar records created after the change.
To add an alarm to a Calendar Code
- From the Calendar menu, select Calendar Code File.
- From the List tab, select the desired Calendar Code.
- From the Calendar Code tab, select the desired Alarm Time.
- Press Ctrl+S.
Any new calendar records added with that calendar code will now use that default alarm time.