Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file!
The following types of records can be added to the Journal file (File | Open | Journal) by clicking the (New) button:
Alternatively, Time Tasks, Phone Tasks, and Research Tasks can be created via the Timer (File | Timer). When integrated with Tabs3 Billing, any Client Notes from Tabs3 Billing (File | Open | Client | Client Notes tab) can also be viewed, but not edited, in the PracticeMaster Journal file.
Not only can you move information from paper to PracticeMaster, but every journal record provides a Client ID and Contact field. This links the record directly to the client’s matter and/or contact for which it applies and allows others to access the same information when they need it. Simply open the Client and/or Contact file and click on the Journal tab to see all journal records pertaining to this client, or select a Journal Page tab (e.g., Email, Phone, Timer, etc.) to see specific record types. You can configure which tabs to display in the Client file by opening Configure Client Pages (Edit | Configure Client Pages) from the List tab, and in the Contact file by opening Configure Contact Pages (Edit | Configure Contact Pages).
Use PracticeMaster to help organize your notes, research, and more – declutter your workspace, and allow others access to valuable information!
Do you want to accept credit cards, but aren’t sure where to start? Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” provides answers to frequently asked questions regarding using Tabs3Pay for electronic payment processing. Included in this article are questions regarding getting started, using and setting up credit card processing, integration, and online payments.
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 a company, we take great pride in the documentation we provide for our software. There are multiple resources for finding information about how the software works. The following provides information on the various documentation resources, including how to access them and the primary uses for each resource.
While in the software, Help can be accessed via , F1, or Help | Help Topics. Help files provide topics on the following:
There are multiple ways to find information in the Help:
The Knowledge Base can be accessed from within the software via Help | Internet Resources | Knowledge Base or at support.Tabs3.com. The Knowledge Base provides articles on the following:
The Knowledge Base can be used to Search by Article ID or Search all Text. There are more than 800 Knowledge Base Articles.
Quick Guides can be accessed via the icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Quick Guides spotlight basic information on specific features in a brief, graphical format and range from 6 to 11 pages.
Guides can be accessed via the icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Guides provide the following:
Guides range from 8 to 107 pages. There are more than 35 Guides, including Quick Guides.
Report packs can be accessed via the icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Report packs provide the following:
Report packs range from 11 to 151 pages.
Tip: You can use KB Article R11697, “Report Finder: Info in Tabs3 Billing Reports,” to help determine which report will suit your needs.
Training videos can be accessed via the icon in the Help topic, via Help | Training Videos, or at Tabs3.com/videos. Training videos provide audiovisual tutorials of specific software features. There are more than 90 training videos. Videos range from 1 to 5 minutes.
When a document needs to be reviewed, how is it passed around the office? Is it printed and handed out, or maybe sent via email to everyone for commentary? There is an easier way – use eNotify to send everyone a link to the PracticeMaster record!
How does eNotify work? By clicking the eNotify button when viewing any PracticeMaster record (e.g., document management, calendar, client, fee, journal, etc.), a new Send eNote window is displayed that includes some basic information regarding the linked record, depending on the file from which it was created. The Send eNote window also automatically contains a link to the record. This feature provides a simple way to notify other users of additions or changes to their PracticeMaster records (e.g., address changes, rescheduled meetings, newly scheduled events or tasks, etc.).
When the recipient views the eNote, a link at the bottom of the eNote window can be used to open the referenced record. In the opened record, all fields will be available for review.
eNotify has several other uses, such as making attorneys aware of a new client by eNotifying them with a link to the new client record, or eNotifying a group of users regarding a change in the location, date, or time of a calendar event that is moments away. Using eNotify in these situations can make users aware of changes that they might otherwise find out about too late if they depend solely on email for communication.
eNotify is a fast and easy way to notify users of changes and additions to the PracticeMaster files. Making eNotify part of your daily routine can guarantee that everyone is in the know!
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your local consultant, or contact Technical Support at (402) 419-2210.
When it comes to organizing your clients, transactions, statements, and more, the Quick Clicks pane in Tabs3 Billing and PracticeMaster provides an easy way to navigate and customize how you interact with records.
The Using Quick Clicks video demonstrates how to utilize filters, QuickViews, and column layouts, which means that you can save time by arranging information in a way that is relevant to you. The Quick Clicks pane is available on all lists and in the Matter Manager.
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 you can reverse write offs? The Reverse Write Off program allows you to reverse a write off that was created via Write Off Client. The information for the write off will be backed out of the client ledger, accounts receivable, receipt allocation, and productivity files.
To reverse a write off
The Task Code Billing Report is a robust report that is similar to the Transaction File List, but provides information for task based billing transactions.
To run the Task Code Billing Report
We provide the ability to journal multiple emails at once with just this type of situation in mind!
To journal multiple emails at once
In Trust Accounting, a check test pattern can be printed that is comprised of “X’s” where the information would be printed. While the test pattern can be printed on an actual check form, we recommend using a blank sheet of paper and holding it up to the check form so as not to waste checks.
To print a check test pattern
If the information does not line up, adjustments can be made to the margins and printer offset adjustment via Print Setup (File | Print Setup | Page Setup).
You can print duplicate stubs for all Vendors when printing checks on laser check forms. When this option is turned on, it will print a check stub, then the check, then the duplicate check stub for every vendor.
To enable duplicate check stubs
The next time you print checks with the selected printer, it will now print duplicate stubs.
Note: Do not select this option if you print checks on continuous check forms.
When creating a new GLS Client, General Ledger will prompt you to copy an existing chart of accounts from another client.
To create a new GLS Client