Tabs3 Cloud is a cloud-based legal billing and financial software solution designed specifically for the way today’s fast-paced, multifaceted law firms operate, and PracticeMaster is now available to provide a complete suite of Tabs3 Software applications!
With this new release, users have more ways to access the powerful features and tools that have transformed the way legal professionals work, in addition to the cloud-based billing and financial tools already accessible in Tabs3 Cloud.
Features include:
- Matter management tools
- Legal calendaring
- Document management
- Document assembly
- And more
Contact Sales at (402) 419-2200 for more information, or sign up for a demo at Tabs3.com/cloud.
Note: Tabs3 Software is available in Tabs3 Cloud or on-premises.
Resetting users incorrectly can be a costly practice in terms of lost time and productivity. It is important to realize the risks involved when users reset other users.
Why is resetting a user not recommended? When the software is used, files are opened, saved, and closed by the server as they are requested by the workstation. When a user exits the software improperly, either by an unexpected computer shutdown, or being reset by another user, files that were opened by the server are not closed. Therefore, errors can occur when another user tries to access the same files. Users should always exit the software properly, and the resetting of users should only be performed for specific scenarios.
Knowledge Base Article R10789, “Resetting Users,” discusses User IDs in Tabs3 Software applications, and the consequences and error messages involved with improperly resetting users.
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 need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options utility! The Change Client Options utility allows you to change options in the Client Information window for a range of clients.
You can change options for client setup, rates, billing, and statements. This includes changing the timekeepers assigned to a case, client status, payment settings, fee and cost rate table information, billing status, sales tax and finance charges, statement delivery options, statement format settings, statement notes, and more!
For example, let’s say you have created a new Email Template, and you want to change all clients with a specific primary timekeeper to use this new template. You could edit each client to make the change, but with Change Client Options, you can change all clients at once!
To change all clients with a specific primary timekeeper at once
- In the Quick Launch, search for and select “Change Client Options.”
- On the Client tab, specify the Primary Timekeeper of the clients for which you want to add the new template.
- For the Client ID range, clear the Client ID Thru field. This field intentionally defaults to 0.00.
- From the Billing tab, click the Select button.
- Select Email Template from the list and click OK.
- Select the Email Template to use.
- Click OK.
The Change Client Options utility provides several features to help minimize errors. First, you are prompted to back up your data prior to running the program. If you inadvertently change a setting for the wrong clients, or you change the wrong settings, you can restore the backup to undo the changes. Second, the Client ID Thru field is automatically set to 0.00. This prevents an accidental change to all clients across the board. And third, you must click the Select button to specify the exact field(s) to which you want to make changes. Only the fields you select will be available to change; therefore, other fields and settings do not get changed.
Note: In Version 2024 (Build 24.2), we added a new Custom Fields tab to the Change Client Options utility to allow custom fields to be added or changed for multiple matters. This allows matters to have custom fields added in bulk, with or without specific text values, or to change the text value for specific fields, even if the field number is different across matters.
The Change Client Options utility simplifies global changes, which means you will have more time for your regular tasks!
Did you know that there are several record types throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records. You can also typically choose whether or not you want to include inactive people or accounts on lookup windows and reports.
Records in the following files can be marked as inactive:
- System Configuration – Users
- Tabs3 Billing – Clients, Contacts, and Timekeepers
- PracticeMaster – Clients and Contacts
- General Ledger Software (GLS) – Chart of Accounts
- Accounts Payable Software (APS) – Vendors and Bank Accounts
- Trust Accounting Software (TAS) – Contacts and Bank Accounts (Note: Clients must be marked as inactive in Tabs3 Billing)
For more information on marking records inactive, press F1 to open the Help, enter “inactive” on the Index tab, and select the desired topic.
Do you want to accept credit cards, but aren’t sure where to start? Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” provides information regarding using Tabs3Pay for electronic payment processing. Included in this article are questions regarding getting started, using and setting up credit card processing, integration, and online payments.
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.”