Version 2023 has some great new features to check out!
Tabs3 Platinum Software Highlights
- Client Portal – We’ve added a client portal to Tabs3 Billing that allows selected clients to access their current balance and billing history with any web browser. When combined with Tab3Pay, clients can submit electronic payments that automatically apply towards their current balance due.
- Check Requests – A check request feature has been added to the software allowing you to enter, track, and review requests for reimbursements via PracticeMaster. Those check requests can then be used to create an invoice and generate a check or electronic funds transfer (EFT) in Tabs3 Accounts Payable or Trust Accounting.
- Outlook Recurring Event Synchronization – Enhanced the Microsoft 365 Exchange Connector so recurring events created in Outlook will synchronize with the PracticeMaster calendar.
PracticeMaster Highlights
- Tabs3 CRM – Easily track and manage potential client leads with Tabs3 CRM (client relationship management). Tabs3 CRM is an add-on service that will help your firm build your business with customized intake forms and marketing automation. Once your firm is ready to take on the client, you can easily create a client in PracticeMaster using an import process. Additionally, the PracticeMaster Conflict of Interest Search can optionally check leads in Tabs3 CRM for conflicts.
- Contact Categories – A new access right has been added allowing you to control who can add new Contact Categories. Contact Categories are used in the Contact file to classify contacts by type such as attorney, judge, opposing counsel, etc.
Tabs3 Software Highlights
- Simplified Update – Beginning with Version 2023, any necessary data conversions are done automatically during the installation. This means you don’t need to perform additional steps prior to using the software, greatly simplifying the update process. Furthermore, if you are currently on Version 2020 or later, updating to the latest version can be done with a single installation.
For in-depth information on all of the new Version 2023 features, including screenshots, refer to Knowledge Base Article R11925, “Version 2023 Introduction to New Features.” A list with links to all Version 2023 information can be found in R11927, “Version 2023 Information and Resources.”
To download Version 2023, visit Tabs3.com/update or contact your local consultant.
Our office will be closed on Monday, July 3, and Tuesday, July 4, in recognition of Independence Day.
Here are some helpful Support resources that are available 24/7:
Antivirus software is a necessary component in any computer environment. However, occasionally antivirus software can adversely affect performance or cause errors using Tabs3 Software.
Knowledge Base Article R10760, “Antivirus Software Information,” provides information on how continual scans by antivirus software can slow down other software, how to exclude the Tabs3 Software’s Current Working Directory from continuous virus scanning, information on email antivirus scanning, and known issues with specific antivirus software.
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.”
As of June 1, 2023, the Tabs3 Support Team will no longer provide support for Version 19 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.
Updating to the latest version is FREE when your firm is on an active Maintenance Plan. To get started, in the Quick Launch, search for and select “Check for Updates.”
If you have any questions regarding the discontinuation of support for Version 19, please contact your Tabs3 Software consultant, or a member of our Sales Department at sales@Tabs3.com or (402) 419-2200.
Previously published in May, April, March, February, January, November, and September.
Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page and provide the following information:
Tabs3 Billing Dashboard – Displays Accounts Receivable and Work-in-Process for each aging period, as well as a Cash Receipts and a Billing History billing widget to compare figures for the past two years. The dashboard can optionally be filtered in Platinum edition applications for one or more timekeepers, categories, or locations.
PracticeMaster Dashboard – Displays the current month’s Calendar, a list of upcoming events, a My Task list that allows you to easily check off completed items, and a Recap of Hours graph. Additionally, buttons to Add Event, Add Task, and Add Fee are included.
Trust Accounting Dashboard – Displays a summary of your firm’s active Bank Accounts and a list of Recent Trust Transactions. Additionally, buttons to Import Bank Transactions, Print Checks, and Add Transactions are included.
Accounts Payable Dashboard – Displays a list of Unpaid Invoices. Additionally, buttons to quickly Print Checks, Post Checks, print a Check Register, and Add Invoices are included.
General Ledger Dashboard – Displays a summary of your firm’s Bank Accounts and a list of Recent Bank Transactions. Additionally, buttons to Import Bank Transactions and Add Journal Entries are included.
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 Tabs3 Software consultant, call Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
If you are new to using lists in Tabs3 Billing or PracticeMaster, creating and using QuickViews can help save you time by filtering and sorting information just the way that you need.
QuickViews are a powerful tool that combines a Filter, Column Layout, and Sort Order. The Using QuickViews video walks you through the process of accessing the QuickView from the Quick Clicks or from a tab at the top of the list, which makes it easy to find the information you are looking for at the click of a button.
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.”
Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer?
To print the user initials in the report footer
- In the Quick Launch, search for and select “Print Setup.”
- Select the desired Printer.
- Click the Advanced Printing Features button.
- In the Footer section, select the Print User Initials check box.
- Click OK.
- Click OK.
I’m sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements?
When sending out email statements from Tabs3 Billing, you can edit the text and add additional files via the Email Preview window while reviewing your email statements.
To attach a file to an email statement
- In the Quick Launch, search for and select “Email Statements.”
- Select the statement to which you want to attach a file.
- Click View/Edit Email.
- Drag the file into the attachments section of the email.
Alternatively, there’s an Insert File button in the toolbar at the top of the window that allows you to browse and select files as attachments.
Note: Email attachments must comply with file size limitations in Outlook and your outgoing email server.
We use the Conflict of Interest Search feature extensively, but we noticed some words are being excluded that need to be searchable. Is there a way to edit the list of excluded words?
PracticeMaster includes the option to add or remove words from the Exclude List.
To update the Conflict of Interest Exclude List
- In the PracticeMaster Quick Launch, search for and select “Search Settings.”
- Click the Exclude List tab.
- To remove a word from the list, simply highlight it and click the Delete Word button.
- To add a word to the list, click the Add Word button and enter the word you want to exclude from searching.
- When you are finished editing the list, click OK. You will be prompted to rebuild the search indexes.
Note: Your changes to the Exclude List will not take effect until the search indexes have been rebuilt.
Caution: Removing common words from the Exclude List can greatly expand the number of invalid results in a Conflict of Interest Search.