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
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.
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.
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
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
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
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
You can now perform the write off again for the correct amount.
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
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.
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
Once changes are made to the Exclude List, you will be prompted to rebuild the search indexes for the change to go into effect.
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
You can now print the filtered Monthly Calendar by pressing Ctrl+P in the Monthly Calendar window.
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
Any new calendar records added with that calendar code will now use that default alarm time.