Filtering is a powerful feature that lets you see only certain records, allowing you to trim your lists down to find information more easily. There are multiple ways to filter lists in Tabs3 Billing and PracticeMaster.
Search Box
The Search Box allows you to search all fields in the current column layout of the following windows:
You can optionally narrow your search to specific fields by clicking the to the right of the Search box.
Filters Automatically Included in Quick Clicks
In Tabs3 Billing, the Quick Clicks pane in the Client List and Contact List automatically includes the options to show all records for the file or only records that have not been marked Inactive. For example, in the Client List, you have the option to show All Clients or Active Only. Additionally, the Fees, Costs, Payments, and Client Funds Lists include the options to show either Work-in-Process or Archived records.
In PracticeMaster, the Quick Clicks pane in the Client List, Contact List, and Timekeeper List automatically includes the options to show all records for the file or only records that have not been marked Inactive. For example, in the Client List, you have the option to show All Clients or Active Only.
In addition, many Lists include some common filters in the Manage Filters group of the Quick Clicks pane. These filters vary based on the List you have open. For example, in the Tabs3 Billing Statement Manager, there are filters for All Unpaid, Unpaid 91+, and My Clients Unpaid.
Building Custom Filters
The Filter Builder can be used to create custom filters. For example, you can create a simple filter to show clients opened within a certain date range, or statements ran for a specific matter within a certain date range.
To filter clients opened in the last month
Your filter is now available to select in the Filters group of the Quick Clicks pane.
To filter the Statement Manager for statements older than 30 days on a specific matter
Your filter is now available to select in the Filters group of the Quick Clicks pane.
Custom filters can also be more complex, using expressions. For examples of expressions used in filters, see Knowledge Base Article R11515, “Filter Expression Examples.”
The Advanced Client Costs Report makes it easier to verify that advanced client costs are in balance between Tabs3 Billing, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL). This report compares advanced client costs in Tabs3 Billing, checks and invoices in AP, and account balances of advanced client cost accounts in GL to ensure the balances in each program are accurate.
Setting up a new system to track advanced client costs between Tabs3 Billing, AP, and GL requires certain configuration settings in each application. If a firm has been using the applications for a while, it is possible that the accounts are not in sync and will show discrepancies on the Advanced Client Costs Report. Knowledge Base Article R11757, “Using and Troubleshooting Advanced Client Costs Integration,” will assist you with configuring the software to properly integrate advanced client costs, as well as troubleshoot the “reconciliation” when there is a discrepancy.
You can also check out this video on Tracking Advanced Client Costs in Tabs3 Software:
https://www.youtube.com/watch?v=F_oRC3CJFBQ
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.”
Tabs3 Trust Accounting (Trust) is designed to help your firm keep track of the trust accounts you manage.
Trust provides seamless integration with Tabs3 Billing, PracticeMaster, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL).
Trust accounting regulations require strict adherence. Tabs3 Trust Accounting provides peace of mind with the tools to help your firm manage your trust accounts. For more information, contact your local consultant, or contact our Sales Department at sales@tabs3.com.
If you want to learn more in-depth information about individual features in the software, guides are the way to go. A guide is a closer look at how different features work, providing in-depth information and screenshots where appropriate. Guides are a great tool to use when you need to know more. From the table of contents, you can easily jump to the section you most want to learn about, or you can read it straight through. There are over 20 guides available, each focusing on a specific topic within the software such as clients and contacts, statements, Tabs3Pay, Matter Manager, and more.
Guides can be accessed from within the software, as well as on our website.
Take a look – you may be surprised to learn how many resources are available!