Version 2022 has some great new features to check out!
Unified Contacts
Enhanced Lists
New Filters and QuickViews
1099-NEC Forms
Updated Calendar Code File
Exchange Online Integration
Updated Installer
For in-depth information on all of the new Version 2022 features, including screenshots, refer to Knowledge Base Article R11880, “Version 2022 Introduction to New Features.” A list with links to all Version 2022 information can be found in R11885, “Version 2022 Information and Resources.”
To download Version 2022, visit Tabs3.com/update or contact your local consultant.
All Tabs3 Software applications include navigation features, such as the Home page, Quick Launch pane, and tabbed interface, in addition to the typical menus. Knowledge Base Article R11877, “How to Navigate Through the Tabs3 Software,” discusses these navigation elements, provides information for those updating from prior versions, and answers some frequently asked questions. Information on All Actions, My Actions, the Dashboard, Guided Tour, and the Getting Started Checklist is included.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Do you ever wonder how figures on reports are calculated? Report Packs take the mystery out of reporting. Sample reports are available for every Tabs3 application and each report is broken down field by field to explain exactly how the information is represented.
Each report consists of three sections: a sample report, the description of the report, and field definitions.
Sample Reports
At least one example is provided for each report so you can see how the report looks. More than one example is shown if there are significant differences in the formatting when different options are selected.
Description
An overview of each report briefly explains the purpose of the report and provides a summary of available options. You can use the overview to help determine if the report suits your current reporting needs.
Definitions
The Definitions section for each report provides a detailed breakdown of every field available on the report. This may be as simple as a Report Date field on a report representing “The date the report was printed,” or a calculation based on multiple fields. For example, on the Client Analysis Report, the Effective Rate field shows that it is calculated as “Hourly billing rate based on original hours. (Fees Billed minus Fee Write Offs) divided by Original Hours.”
To access the Report Packs
When this icon is clicked, the Report Pack is opened. Alternatively, the Tabs3 Report Packs can be accessed from the Quick Launch by searching for and selecting “Documentation,” or Tabs3.com/docs.
You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log into Tabs3 Connect, and have the amount in a matter of seconds!
With Tabs3 Connect, you can use the Matter Manager to see exactly how much your client owes. Matter Manager’s Billing Summary provides client-specific information that includes the current amount due, work-in-process fees and costs, aged balances, and more. Make sure you’re not fumbling for a figure, or having to call the office. Accessing Tabs3 Connect is quick, easy, and secure!
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
When it comes to managing your contacts, Tabs3 Software makes it easy to compare and combine two contacts when duplicate data entry occurs.
Whether the contact records exist for a client, payee, vendor, or user, you can use the Merge Contacts Utility in PracticeMaster to combine two contact records into one. The Using the Merge Contacts Utility video walks you through the process of merging two contacts and provides additional resources for other ways to manage your contacts.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
In Version 2021, we added the ability to go to a specific date when you’re in the Graphical Calendar or on the Dashboard tab of the Home page.
To go to a specific date
The calendar will change to include the specified date.