Did you know that you can split fees and costs between multiple matters in Tabs3 Billing? Split Billing provides the ability to enter fees and costs once, but split the charges between multiple matters. You must first determine which client you will be entering fees and costs for; this is your “main client.” Next, determine which clients/matters will be splitting the bill, and for what percentage each party will be responsible.
To configure clients for split billing
Fees and costs may be entered before and/or after configuring split billing, but keep in mind that when it comes time to perform the split, only those fees and costs entered for the main client will be split amongst all parties.
When you are ready, you can Perform Split Billing (Statements | Statement Preparation | Perform Split Billing). Transactions that have already been split cannot be split again so this can be run as often as needed. Perform Split Billing should be run prior to generating statements every time in order to make sure that all transactions are billed appropriately.
If, after performing the split, you need to change the way in which transactions should be split, simply Undo Split Billing (Maintenance | Transaction Related | Undo Split Billing). This will revert all split transactions for the selected Main Client ID and Split Billing Ref # that are still work-in-process to their pre-split values. This provides a way to make adjustments as needed.
If you have even one client who splits amounts due with other matters, and you’ve been splitting the fees and costs manually, make your billing easier by using the Split Billing feature in Tabs3.
It is important to have a good backup of your data. To ensure that the data from your backup routine is good, you should periodically test your backup system. We recommend that you schedule and perform the testing of your third-party backup procedure periodically throughout the year.
Knowledge Base Article R10456, “Testing Your Backup System,” provides information on different ways to test your backup, including step-by-step instructions to test restoring both a single file and an entire directory, and how to compare restored files using the FC command.
Do you want to be able to back up data throughout the day, helping to ensure you always have a viable backup that requires less reentry of data? HotBackup, a Platinum feature, provides the ability to back up data while users are working! HotBackups can be scheduled, or can be run on demand.
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.
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 March, February, and October.
Did you know that the Tabs3 Billing software comes with a one-user “Try Before You Buy” basic license of PracticeMaster that is free to use? If you don’t already use PracticeMaster, this basic license provides the ability to try out PracticeMaster and see how much practice management software will benefit your firm. Think you don’t need dedicated practice management software? If you’re relying on programs not designed for law firms, you’re missing out.
The Try Before You Buy basic license includes:
Give PracticeMaster a chance to change the way your law firm runs by saving time and money using the free one-user “Try Before You Buy” basic license. You’ve got nothing to lose.
For more information about PracticeMaster features included in the “Try Before You Buy” license, also known as PracticeMaster Basic, see Knowledge Base Article R11548, “PracticeMaster Feature Comparison.” If you have any questions regarding PracticeMaster features, contact your local consultant, or contact Technical Support at (402) 419-2210.
Did you know that text macros can be used in Tabs3 Connect? Text macros are used to help speed up data entry by maintaining a list of Macro IDs that expand out to full words or phrases when typed. For example, entering “PNG” may expand out to “plea of not guilty,” or “ATT” may expand to “attended.” Keep in mind that although macros can be used in Tabs3 Connect, they must still be added and modified in Tabs3 Billing or PracticeMaster.
To enable text macros in Tabs3 Connect for this session, simply open Tabs3 Connect, click the button, and then select Enable Text Macros. If text macros are enabled and you prefer to disable them for this session, select Disable Text Macros instead. You can also specify the default setting in System Configuration for each user. This means that the setting you select will be the default every time you log in to Tabs3Connect.com.
To set the default behavior for text macros in Tabs3 Connect
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.”
When it comes to tracking your matters, accounts receivable, work-in-process, and funds balances at a glance as well as providing quick access to individual entries for fees, costs, payments and more, the Tabs3 Billing Matter Manager can be used to organize your matters all from one place.
See how Tabs3 Billing’s powerful Matter Manager can save you time by making it easy to maintain your clients’ matters.
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 there are several keyboard shortcuts you can use to quickly adjust the date in any Date field?
Additionally, if either no portion of the date is highlighted or the entire date is highlighted, pressing + (plus) or – (minus) will increase or decrease the day, respectively. However, keep in mind that if any segment of the date is highlighted, pressing + or – will increase or decrease that segment.
There are two ways to use the tcode rate instead of the timekeeper rate. You can specify individual fee transactions to use a Rate Code of 7 Tcode Rate, which allows you to manually switch to using the tcode rate. Alternatively, you can set up the client to use the tcode rate as the default. When the client is set up this way, all fees entered for the client will default to using the tcode rate.
To set a default rate code of Tcode Rate
You can view detailed information on a write off via the Tabs3 Billing Matter Manager. This allows you to see the original billed amount as well as the fees, expenses, and/or advances written off. Each timekeeper, cost type, tax amount, and/or finance charge that was written off is also shown, along with statement information.
To view detailed write off information
We can include a report description for each of the report definitions. The report description will then be displayed on the report, allowing you to tell which report is which.
To include a report description in a report definition
Displaying Area of Practice Pages can be configured via Configure Client Pages.
To show Area of Practice pages in the Client file
This will add the additional pages specific to the new Area of Practice that is assigned to the client for easier access.
When searching using the Search Box, all fields in the selected column layout will be searched, unless you search in a specific field. However, searching in a specific field can help narrow down the search results. You can add fields to the Search Box to search in.
To add a field in the Search Box
You can now search the specific field.
This can be accomplished by adding a virtual field to the client file. Virtual fields are designed to display information from lookup files, like the contact file, so that you don’t have to enter the information in two places.
To add a Virtual field to the Client File
You can now open the Client file and use form designer (Edit | Form Designer) from the List tab to add the new virtual field to the form.