Did you know that you can apply payments to multiple matters for the same client? Payments can be allocated by statement date, proportionally, or manually.
Note: The split payments will make individual journal entries in Tabs3 General Ledger that will be linked together and shown as one item on the Reconciliation and Deposit Slip Report.
To apply a payment to multiple matters
- In the Quick Launch, search for and select “Payment Entry.”
- Select the desired Client ID.
- Enter the payment as you would normally. The information entered in each field will be automatically replicated for each matter’s payment.
- Click the
(Apply Payment to Multiple Matters) button or press Alt+A. - In the Payment Amount for Multiple Matters window:
- Click the Apply by Date button.
–or–
Click the Apply Proportionately button.
–or–
In the Apply column, enter the amount you want to apply to each matter. - Click Finalize.
- Click the Apply by Date button.
The Apply Payments to Multiple Matters option is also available when entering or importing Tabs3Pay payments. (Note: To use the Apply Payments to Multiple Matters option when importing Tabs3Pay payments, you must select the View each Payment record before creating option in the Import Online Payments window.)
Are you looking for a report with certain criteria, but not sure how to find it? Knowledge Base Article R11697, “Report Finder: Info in Tabs3 Billing Reports,” provides a checklist of options that, when selected, displays a list of reports that will show the desired information. For example, let’s say you need a report that shows Billed Hours, Write-Ups/Downs, Write Offs, and the Amount Due. Select those check boxes, and you can see that there are two reports that have all of those options included. Additionally, you can easily access more information on the resulting reports by clicking on the View Report button, which opens the report pack to the page of the report.
Stop running random reports trying to find the perfect one; instead, use the Report Finder and get what you need without the guesswork.
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.”
From your staffing choices to your office design and décor, you’ve done your best to make your clients feel at ease from the moment they walk through the door of your law firm. But do you offer them the same carefully considered experience online?
First impressions matter, and for many clients, they happen on the web. To convey the message that your firm is capable, professional, and trustworthy, you need a website that’s as informative and engaging as your legal arguments.
According to an American Bar Association survey, it’s estimated that 94% of law firms have a website. So although many legal professionals are attempting to meet this expectation, some law firms fall short, and there’s no doubt as to why.
Carving out the time and funds it takes to create a site that’s compliant, secure, and up-to-date can be difficult when you have a lot on your plate. And alternatives like outsourcing can be costly, time-consuming, and unreliable.
As a result, many managing partners decide that having an underwhelming website is better than not having one at all.
The problem is that a poorly designed or inconvenient website damages your credibility in the eyes of potential clients. In other words, a bare-bones site that lacks the features, security, and polished aesthetic your clients seek doesn’t just lead to a bad experience. It’s bad for your bottom line.
If your law firm’s website is lackluster, a reputable, client-oriented website that’s affordable and easy to manage is now within reach with Tabs3 Websites.
Seven things your firm and your clients will love about Tabs3 Websites:
- Compliant and confidential.
- Simple to search.
- Easy to use and eye catching.
- Made to meet your clients’ needs.
- Content worth reading.
- Ready in weeks, not months.
- Competitive pricing.
If you want to ensure you’re doing all you can to maximize your web presence while maintaining compliance and security, you want a legal-specific website solution.
That’s where Tabs3 Websites comes in. This exciting addition to the Tabs3 product line can help impress your clients, convert leads, and improve your firm’s profitability.
Check out this video on Tabs3 Websites and schedule your free demo of Tabs3 Websites today.
Tabs3 Software provides context-sensitive help, but exactly what does that mean? Context-sensitive help means that you can quickly access the Help files based on where you are at in the software. Simply pressing F1 on your keyboard will take you directly to the Help file for the window that is currently open in the software.
For example, let’s say you’re on the Billing Preferences tab of the Client file in Tabs3 Billing. You notice the Bill On Demand check box, and wonder what it does. If you press F1, the Help for the Billing Preferences tab is displayed. Click the Bill On Demand link, and you can now read information on the purpose of the check box.
For another example, let’s say you have a Document Management record open in PracticeMaster. You’re not sure what the Automatically Manage Document and Protect Document check boxes are for, so you press F1 and the Help for the Document Management File is displayed. Scroll down to the File Information section, and information is provided for both check boxes.
Keep in mind that all information for fields and features may not be contained in a single Help topic. When a field or feature relates to additional topics, we provide links to those topics to learn more.
Note: The Help files provide general information on accessing and using the software, including information on every individual field. For information on troubleshooting the software, refer to our Knowledge Base instead.