Beginning with Version 2021, there is a Guided Tour and Getting Started Checklist to help new users navigate the Tabs3 Software.
The Guided Tour shows new users how to navigate the software by providing a quick overview of:
- Quick Launch
- Application Toolbar
- All Actions
- My Actions
- Dashboard
- Help
You can access the Guided Tour from the Help menu by selecting Navigational Tour.
The Getting Started Checklist spotlights key features in each application. For example, in Tabs3 Billing, the Getting Started Checklist has actions for the following:
- Data Entry – Add a contact, client, fee, and cost; view the matter manager; and receive a payment.
- Bill Clients – Generate a draft statement and final statement, update a statement, and email a client.
- Run Reports – View the Recap of Hours, Accounts Receivable Report, and the Client Ledger Report.
Once you have completed an action (e.g., added a contact, generated a statement, etc.), the action is considered 
completed and will display a green check mark. Once all items have been marked complete, the Getting Started Checklist is no longer shown. Hovering over an underlined term displays a definition of the term. Hovering over an action displays a check mark that can mark the item complete or incomplete, a link to a Help topic on the subject, and, in some cases, a link to a training video.
The Getting Started Checklist also provides Help and training resources, including links to the Administrator Guide, training videos, Help, the online newsletter and a support overview. A progress bar is provided to help track your progress. Additionally, you can hide the Getting Started Checklist by clicking Hide Getting Started in the upper right-hand corner. If hidden, you can bring back the Getting Started Checklist by clicking Getting Started.
Note: These new features are only displayed when a newly created user logs into any of the applications; existing users will not see them.
You’ve probably heard that WorkFlows are a powerful tool, but what exactly are WorkFlows and how are they set up? WorkFlows provide the ability for users to initiate predefined actions to occur based on creation, changes, or deletions of other records. WorkFlows provide streamlining of common tasks by automatically starting another task related to the previous creation or change. For example, you can create a WorkFlow that automatically begins an email to a colleague when a new journal record is added for their client, that automatically begins Word Document Assembly to create a welcome letter when a new client is added, that automatically sends an eNote when a record is deleted, and more!
Knowledge Base Article R11307, “All About WorkFlows,” provides an overview of WorkFlows, examples that break down how WorkFlows are set up, best practices, technical information, and frequently asked questions about WorkFlows.
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.
If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Both reports have great flexibility and options. The Transaction File List and Task Code Billing Report have similar options. The Task Code Billing Report includes task based billing clients only. However, the Transaction File List includes both task based transactions and non-task based transactions.
The following are examples of when you may want to run a Transaction File List or Task Based Billing Report:
- The court needs a copy of all work done on a case thus far. Run the report for only the one client, for fees only, and select both Work-In-Process and Archived.
- The case is closed and you want a list of all costs that were billed. Run the report for only the one client, for costs only, and select Archived.
- You want a list of all billed transactions using a particular transaction code or task code for the current quarter. Run the report for the desired transaction code or task code, enter the desired date range, and select Archived.
- You need to find a payment that was entered for the wrong client. Run the report for payments only, select the desired date range, and then use the Search function in the Preview window to look for the payment amount.
- You want a list of everything that was billed last month by a particular timekeeper. Run the report for the one fee timekeeper, enter the desired date range, select Archived, and use a Date Selection of Statement.
For a closer look at the Transaction File List, including detailed examples and report setup, as well as a comparison to the Task Based Billing Report, visit Knowledge Base Article R11039, “How the Tabs3 Transaction File List Can Work for You.”
Did you know that Tabs3 Connect takes advantage of existing security features for Tabs3 Billing and PracticeMaster? Not only does user access to Tabs3 Software data follow the same rules regardless of how you are accessing it, Tabs3 Connect provides even more control!
- Access Profiles control who has access to the various software systems, programs, and functions in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Assigning timekeepers to a user login via User Configuration allows users to see only the associated timekeeper records they need in data entry windows and reports. Assigned timekeepers apply to Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Secure clients are still secure. Only those users assigned to a secure client can view client information in Tabs3 Billing, PracticeMaster, and Tabs3 Connect.
- Documents can only be downloaded by those users set up with the access right to Download Files via Tabs3 Connect (System Configuration | Access Profile | PM tab | File Information | Download Files via Tabs3 Connect).
For an added level of control, you can monitor who is accessing Tabs3 Connect. The Tabs3 Connect Access Log tracks the following information:
- Each time a user logs in to Tabs3 Connect
- Each time a user logs out of Tabs3 Connect
- Each time a user is locked out due to five unsuccessful login attempts
- Each time a user downloads a document or attachment via 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.”
Did you know that you can drag records to move or replicate them in the Graphical Calendar? This makes it easy to reschedule a meeting, or to schedule a continuance.
- If you want to move an event to a different time, simply move your mouse to the left side of the record until the pointer becomes a
. Click to grab the record, and then drag it to the desired time. This removes the record from the original time slot and adds it to the new time slot. - If you want to replicate a record, such as when a meeting needs to continue at another time with the same people at the same location, hold the Ctrl key as you drag the record to the desired time. This does not remove the record from the original time slot; instead, a replicated record is added to the new time slot.
