A Check Requests feature is now available in PracticeMaster, which allows users to add a check request for payment on behalf of a client or a work expense. Once the request is approved, users in Tabs3 Accounts Payable or Trust Accounting can create an invoice and generate a check or electronic funds transfer (EFT).
The Check Requests Settings window in PracticeMaster allows you to optionally configure a threshold at which a check request must be reviewed. An advanced option is available to set additional thresholds for which users can review requests, based on the amount. To access the Check Request Settings window, in the PracticeMaster Quick Launch search for and select “Check Request Settings.”
The Check Requests window in PracticeMaster allows users to enter their requests, as well as allows those who can review check requests to approve or deny them. To access the Check Requests window, in the PracticeMaster Quick Launch, search for and select “Check Requests.”
The Check Requests window in Trust and AP shows approved requests and allows users to create Trust Transactions or Invoice/Manual Check entries based on the check request. To access the Check Requests window, in the Trust or AP Quick Launch, search for and select “Check Requests.”
New access rights to Add Operating Check Requests, Add Trust Check Requests, Delete Other Users’ Check Requests, Review Operating Check Requests, Review Trust Check Requests, and Allow Self-Approval of Check Requests have been added. For additional information, see KB Article R11818, “Access Rights.”
This feature is available in Version 2023. For more information about check requests, see KB Article R11923, “Tracking Check Requests.”
The Tabs3 Software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?
Knowledge Base Article R11793, “Reports Information & Resources,” provides a list of resources with information regarding reports in the Tabs3 Software, making it easy to find what you are looking for. This article includes links to Knowledge Base Articles, Report Packs, Guides, and Videos. You can find information on comparing report information, report analyzation, specialty reports, and more!
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.”
Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 Software is also important so that information regarding changes to the software reaches you in a timely manner.
The main changes to firm information are made in System Configuration; however, other changes may also be necessary depending on your use of the software and are outlined below.
You can change your firm’s name, address, phone, website, and Federal ID # in System Configuration’s Firm Information window (File | Open | Firm). Changes to the firm’s name, address, Federal ID #, or phone will prompt you to print and send us a form with the changes. This is so that we can update our records.
Making changes to the Firm Information will automatically change the following information in the software:
Note: When a change to the firm name is made in the Platinum edition, all users must exit the Tabs3 Software before the change will apply to the Tabs3 Software report headings or Trust checks to your firm.
The following changes to statement information may need to be made in Tabs3 Billing for changes to your firm’s information.
General Ledger (GL)
In GL, the Client Name field in the Edit GLS Client utility (In the Quick Launch, search for and select “Edit GLS Client”) prints as a heading on all GL reports.
In Tabs3 Remote, the firm name is saved in Customization (Utilities | Customization) and is printed as a heading on all Tabs3 Remote reports.
If your firm information changes, make sure you update all of the necessary areas to help make the transition smooth.
When determining the best Platinum license for your firm, whether you are looking into a first-time purchase or upgrading, you must take into consideration the required overhead connections that are necessary. But what exactly are overhead connections? We’re glad you asked!
Note: Subscription users do not need to specify a number of connections.
When the Tabs3 Software “talks” to the Platinum server across the network, it requires a “connection” to do so. Although connections are required by the Tabs3 Platinum Software, some connections can be enabled or disabled, and some are dependent upon how many users are in the software and what they are doing.
The following list provides a breakdown as to when connections are needed:
Licensing and pricing is based on a per connection basis. The Platinum Server is available in 8, 16, 32, 64, 128, 256, 512, and 1024 connection increments.
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your Tabs3 Software consultant, or call Support at (402) 419-2210.
Are you ready to update to Version 2023? Check out all of the new features that are available in the What’s New in Version 2023 video!
You won’t want to miss out on new features like the Tabs3 Client Portal, Check Request, and updates to Tabs3Pay and Tabs3 CRM. This video will show you these powerful new features and how you and your firm can benefit from updating to the latest version.
Watch this two-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.”
Accepting payments has never been easier for your law practice. With features such as easy invoicing, next day funding, and more, all within Tabs3 Software, you can make payments effortless for your clients and get paid faster.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
Did you know that some activities are logged in the software, such as when the software is backed up or restored? This information can come in handy when you want to determine when something happened and who initiated it.
A Support Log is available for viewing or printing in every application, but provides different information based on the application. Not all activities are logged, but those that have a high impact are typically included.
To print a Support Log
There are many helpful features in the Support Log. For example, let’s say you are sure that you updated statements last week, but now those transactions are showing as work-in-process again. In Tabs3 Billing, you can print the Support Log and include the Undo Updated Statements feature. When reviewing the report, you will see a list that includes every time the Undo Updated Statements has been run. The following information for each time will also be included: Date, Time, User, Statement, Cnt (Count), Client Range, and Reporting Month. Now you can see who undid the statements and talk to them to find out why.
To view a complete list of what features are included in the Support Log for each application, visit Knowledge Base Article R11288, “Support Log Information.”
Fees are always displayed in date order on statements. However, Tabs3 Billing does include a utility to change the order in which fees that share the same date will appear.
To change the order of fees on a statement
Note: The Reorder Fees utility works by editing the reference numbers assigned to the updated fees. Reference numbers on previously generated reports and verification lists may no longer refer to the original fees.
You can easily journal multiple email messages using the Outlook Toolbar.
To journal multiple email messages
If you have multiple clients to journal emails for, repeat these steps for each matter.
The Combine Trust Transactions utility is used to combine two or more unpaid check, EFT, or deposit transactions into a single combined transaction that can be cleared on the reconciliation.
To Combine Trust Transactions
Now all of the entries you included on the combined transaction will show as a single item on your reconciliation.
When sending money back to a client or through a direct deposit or electronic check, it’s best to use the Electronic Funds Transfer (EFT) type in the Invoice/Manual Check entry screen. Unpaid Invoices may also be changed to an EFT and will post along with your regularly printed checks when running the Post Checks/EFTs utility.
To enter a new EFT transaction
Integration Note: If you need to do a payment adjustment in Tabs3 Billing and are prompted with “Are you going to write a check for the Reversal?”, you will still select “Yes” as if it were a check from Accounts Payable. This is to indicate in Tabs3 Billing that Accounts Payable is responsible for the General Ledger journal entries.
Yes, you can run a Journal Report with filters to display unreconciled checks from Accounts Payable.
To run a Journal Report for outstanding AP checks