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.”
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.
